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Clients

Editable Client Profile Fields

Introduction

This PRD outlines the editable client profile fields in Agency Handy. Super Admin and Client can update certain details, with some fields being editable only by specific roles (e.g., email, password). This feature allows clients to manage their own profiles and provides Super Admins with control over certain sensitive details.

User Stories

As a Client, I want to be able to update my profile information such as name, profile picture, and address so that my profile reflects accurate information.
As a Super Admin, I want the ability to update a client’s profile details when needed, such as reinviting a client or updating their company information.

Functional Requirements

Editable Fields for Client Profile

The following fields can be edited by both Super Admin and Client, except where specified:
Profile Picture:
Client Edit: Upload/change their own profile picture.
Super Admin Edit: Upload/change the client's profile picture.
Name:
First Name (editable by both Super Admin and Client).
Last Name (editable by both Super Admin and Client).
Email:
Non-editable by both Client and Super Admin (static field).
Password:
Client Edit: Can change their password through a dedicated password change option.
Super Admin Edit: Cannot change the password directly but can reinvite the client, which triggers an email with a reset password link.
Company:
Editable by both Super Admin and Client.
Address:
Country (editable by both Super Admin and Client).
City (editable by both Super Admin and Client).
State (editable by both Super Admin and Client).
Zip Code (editable by both Super Admin and Client).
Additional Information:
A text area for Super Admin and Client to add or update any additional information about the client.

User Flow

Client Profile Update:
Client navigates to their profile section.
Editable fields are shown with an option to change the profile picture, update name, password, company details, and address.
Email remains non-editable, and password changes are processed securely.
Upon making changes, the client saves their profile, and a confirmation message is displayed.
Super Admin Profile Update for Client:
Super Admin accesses the client’s profile from the client page.
Super Admin can edit fields such as profile picture, name, company, address, and additional info.
Super Admin can reinvite the client by selecting a “Reinvite Client” option, sending a reset password link.

Acceptance Criteria

Profile Updates:
Clients can successfully update all editable fields except for email.
Super Admins can update client profile fields and reinvite clients for password reset.
Notifications and Security:
A confirmation message is shown after successful profile updates.
Changing the password is securely handled, with confirmation emails sent to the client.
⁠

Non-Functional Requirements

Security: Password changes must follow secure practices, including requiring the current password to initiate changes.
Accessibility: The profile update interface should be user-friendly and accessible to all users, ensuring a smooth experience across devices.
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