User management - Profile

Target release	3.4
Epic	https://openlmis.atlassian.net/browse/OLMIS-4734
Document status	drafted
Priority	HIGH
eLMIS Status	Implemented
OpenLMIS Status	Partially Implemented
PATH	@Amanda BenDor (Unlicensed)
OpenLMIS	@Sam Im (Deactivated)
JSI	@Ashraf Islam (Unlicensed)

Goals/Scope

Ability to allow the users to view/update their own profile

Status in eLMIS: Implemented.

Status in OpenLMIS: Partially Implemented

Priority: High priority for Tanzania, Zanzibar, Zambia

Background

User's email, address may change. The user may want to set some preferences

Assumptions

User is registered with the database and have roles assigned

User Stories

#	Title	User Story	Label	Importance	Notes	JIRA Tickets

#	Title	User Story	Label	Importance	Notes	JIRA Tickets
1	Users	As a user I would like to be able to view and edit my own profile	Users	Must have	See screenshot below

Diagrams

View from eLMIS:

Here are screenshots from the current version of OpenLMIS (3.3 on UAT taken 5 Apr 2018)

Current Profile Screen (Clicking Logged in as administrator link in top right corner)

Administration>Users>Edit User Screen

Administraton>Users>Edit Role for User

Feature Scope:

User interface
- Display more information on the page:
  - First Name
  - Last Name
  - Email Address
  - Home Health Facility
  - Read only table of current roles
    - Link to action in the event that current roles aren't appropriate
- Add a Reset Password Button
  - Administrators should be able to toggle whether to display this button
Role Based Access Controls
Data model/microservice changes
- ReferenceData
- Auth
Audit Log implications (as we are working on the feature, each ticket should have audit logs for any edits)
Automated Messaging
- Email verification (including business logic)

Requirement	User Story	Jira ticket

Requirement	User Story	Jira ticket
	User profile page & editability, with audit logging First Name Last Name Email Address (validate email address format is correct) Home Health Facility Job Title Phone Number (validate phone number format?)	https://openlmis.atlassian.net/browse/OLMIS-4730
	Password Reset by user	https://openlmis.atlassian.net/browse/OLMIS-4731
	View user Roles tables (or Roles tabs) Read-only	https://openlmis.atlassian.net/browse/OLMIS-4732 Suggestion: Show a table of all roles (Table includes Program, Facility, and Rights for each), then allow a user to filter based on Program and/or Facility Should user be able to filter by facility name, district, region, etc? Tabs (same as in 3.3) plus a filter?
	Filter Roles by Program or Facility (filter by Program or Facility, Program and Facility)	https://openlmis.atlassian.net/browse/OLMIS-4828 https://openlmis.atlassian.net/browse/OLMIS-4830 Removed OLMIS-4733 filter roles because it is not required for this feature.
	Email verification (including business logic)	https://openlmis.atlassian.net/browse/OLMIS-4833
	Admin configures Password Reset button on user profile page
	Allow a user to edit their own time zone (affects UI and reports)
	Default preferences: Program, Supervised Facility Option 1: Instead of navigation on each page within each component, there would be a navigation at the top of the page (by user name). Once a program and facility is selected, it is applied to all pages and components. User can still change the program or facility once they get to the page. Option 2: There is a default navigation in the user profile. Once they select the default navigation it is used for all pages and components. User can still change the program or facility once they get to the page. Option 3: There is a default navigation for each component that a user sets on their profile page: Requisitions, CCE, Stock Mgmt. Performance cannot be degraded. User can still change the program or facility once they get to the page. Explanation of which pages are impacted by default navigation.
	Whether the user receives notifications (this can be complex)

Dependencies

Description	Link

Description	Link
None at this time

Open Questions

Below is a list of questions to be addressed as a result of this requirements document:

	Question	Outcome	Status

	Question	Outcome	Status
1	@Ashraf, how much of the screen shot is in scope for this features? Currently we have the viewing of ones profile and could make fields editable. Do you know which fields have been the most useful to users? Or which get changed the most? Have there been issues with users typing in incorrect emails?
2	What are the implications on the database's Role Based Access Controls? Currently an administrator has access to edit this user information and I expect we would need to change who has edit permissions with row-level-detail.
3	Do we need the additional fields of job title and phone numbers?
4	What does the automated messaging feature mean? Email verification? @Ashraf
5	Should the admin be able to configure the Reset Password button for each user? Or is the configuration system wide? @Ashraf
6	Should a user be able to opt out of email notifications? What emails? Notifications to approve, or convert to order emails? @Ashraf
7

Notes from Gap Estimation Meeting 4/11/2018

We think we can group some of these profile & opting out
- Profile:
  - User profile to show the roles the user has (same as on admin screen).
    - Immutable
  - User info
    - We'd allow the user to modify certain "rows" of the User info: e.g. name, email, etc
- Opt out
  - eLMIS allows admin to opt a user out of
  - 3 ways:
    - Individual user: no emails
    - In role
  - in v3 we recommend the user doing it on their profile with a checkbox to opt out of supervisory emails
  - Some future ideas:
    - Push more data to tools like rapid pro
    - Tag within roles

Out of Scope

Dashboard preferences are out of scope because we do not have dashboards in 3.3