Invite mechanism for use by Org Admins (EPIC)

[stevejgordon]

In order to support the new concepts of Campaign and Event managers in allReady we have agreed that the best process will be an invite system. This will allow an org admin to invite someone to become a campaign or event manager.

This flow prevents org admins from explicitly having to have any kind of direct user access.

The flow will be...

1. Org admin sends invite to someone to be a campaign admin (this will require an email address for the invited person).
2. The invitee will get an email - If they are already a user, we'll send a link to accept the invite. If they are not a user we'll need to include a flow that sends the user to register and then allows them to accept the pending invite.
3. Once accepted the user will be updated to include the rights to manage the campaign

It might be useful to have somewhere in the UI that shows a user any pending invites (although this is a phase 2 and not crucial for v1)

This will need to be broken down further into smaller chunks of work.

v1 Requirements

• Add db schema and initial model - Included in Model and Schema for ManagementInvites  #1885
• Add a page for an org admin to send a ManagementInvite - Included in Create ManagementInvite Page #1886
• Add a page for org admins to view status of all management invites - Included in Add ManagementInvite Lister #1887
• Add admin menu / links to access invites - Included in Add ManagementInvite Links and Menu #1888
• Add code to send email to invitee with the invite details - Included in Send ManagementInvite Email to Invitee #1889
• Add ability for an org admin to revoke an invite - Included in Admin / Manager can Revoke a ManagementInvite #1890
• Add ability for a invitee to accept an invite - will require login / account creation - Included in Acceptance of ManagementInvite #1891
• Add code to send email to the invite sender (org admin) when invite is accepted/rejected - Included in Send Invite Acceptance Email to Sender of the Invite #1893

vNext Ideas

• Add page for a user to view their invites (if any)
• Add a UI hint to show a user they have outstanding invites
• Add ability for a invitee to reject an invite - requires no login
• Extend access to other required user levels - campaign and event managers (needs review)

[mgmccarthy]

@stevejgordon

cc @tonysurma

The invitee will get an email - If they are already a user, we'll send a link to accept the invite. If they are not a user we'll need to include a flow that sends the user to register and then allows them to accept the pending invite.

in the case where the recipient is not a user of AllReady, can we instead send two emails? Once will be the email we already have, confirm your account (this is assuming we can create an account on their behalf based on them being sent a management invite) and the other email will simply be the email to confirm or Reject the Invite...

if they click on the management invite first before confirming their account with AllReady, we can easily either redirect them to the correct action method to have them finish their registration or tell them to look in their email for a account confirmation email from us and to complete that first.

just thinking of a way to not have to build a bunch of custom code looking for a registered user when a recipient is sent a management invite