Section 1 | Account Management Epic

[randelbrot]

Problem Alignment

Context:

This epic covers functionality included in Section 1: Account Creation from the HUU Major Flows Figma. User stories will be attached to this epic as Issues.

The Problem:

Users do not currently have a way to create, update, or view Home Unite Us (HUU) application user account information. HUU application account information includes user credentials (username, password) and personal information (first name, last name, email, etc).

As a result, users cannot access or use the functionality available for each user type (i.e., Coordinators, Guests, Hosts, Admins) in the HUU application.

User scenarios:

• Coordinator: as a Coordinator, I want to create and manage my account, so that I can gain access to the HUU platform.
• Guest: as a Guest, I want to respond to the Account Creation invitation. As a guest, I want to be able to confirm and log into my account after accepting the invitation.
• Host: as a Host, I want to create and manage my account, so that I can login and apply to be a host on HUU.
• Admin: as an Admin, I want to create and manage my account, so that I can assist other users as needed with user management tasks.

High Level Approach:

Support user account create, view (read), and update functionality for each user type (i.e., Coordinator, Guest, Host, and Admin), including forgot password, reset password functionality and related emails across desktop, tablet, and mobile devices.

Solution Alignment

Considerations:

• Tools and vendor costs
  • AWS Cognito will be used for authentication (not auth0)
• For future phases
  • Solution needs to be scalable to multiple organizations

Goals & Success:

Success is if each user type (i.e., Admin, Coordinator, Host, Guest) can create, update, and view account information, so that users can log in to the HUU application and access functionality available to each user type.

Key Features:

• Login page

  • Login portal available from homeunite.us
  • Username and password inputs
  • Create new account for Coordinators and Hosts
  • Forgot password link
    • Select account type
    • Email address input
    • Account creation links expire after a password is set or after 2 weeks, whichever is first
  • Privacy Policy

• Placeholder landing page for the application dashboard

  • Display user account information (i.e., from the nav bar)
  • Edit and save user account information
  • Organization branding
  • Logout

• Forgot password page

  • Email address input

• Reset password page

  • Password input
  • Confirm password input
  • Password policy validation and error messages
  • Confirmation message

• Emails

  • Invitation – Create Account
  • Confirmation – Account Created
  • Confirmation – password reset
  • Password reset

Designs:

Figma links to be added to each user story.

Branding:

Given uncertainty around which partner organizations we will be working with and to avoid any issues with logo/branding, the first version of the tool will include Home Unite Us branding as primary branding. This is an interim solution to unblock development progress.

Ultimately (in a future phase), branding will use organization branding (e.g., SPY) as primary branding, and Home Unite Us branding as secondary branding. Using the organization as the primary branding will create trust for Guests and Hosts who already know the organization.

Legal:

Bonnie has provided a HfLA Privacy Policy template.

Key Decisions:

• The application will be responsive and supported on desktop, tablet, and mobile.
• The anticipated device usage in descending order by user type is:
  • Coordinators: desktop, mobile tablet
  • Hosts: desktop, tablet, mobile
  • Guests: mobile, desktop, tablet
• Account creation invitation links will expire after 2 weeks
  • Rationale is that 2 weeks is a reasonable timeframe for users to use the link (considering limited access to wifi, etc).
• There is a need for an admin user role in this phase
  • To start, admin functionality can be limited to essential user provisioning for the HUU internal team
  • In the future, it should be possible to provision external users as admins as needed
• Delete account functionality is needed due to sensitive data for guests and hosts
• Removed Admin Portal requirements from this epic as we do not anticipate this functionality is needed at this phase. Will revisit in the future. The functionality is copied below for future reference
  • Admin portal
  • Display all users
  • Invite users
  • Edit user roles
  • Activate/deactivate users
  • Reset password for users

User Stories

• Section 1 | Login Portal #441
• Section 1 | Placeholder Landing Page #443
• Section 1 | SubFlow 1a: Coordinator Account Creation #404
• Section 1 | Forgot Password, Reset Password #442
• Section 1 | Subflow 1b: Coordinator Invite Guests #405
• Section 1 | SubFlow 1c: Guest Account Confirmation #440
• Section 1 | Subflow 1d: Host Account Creation #403

[randelbrot]

Hi @rpradheap, please link user stories related to this epic under the User Stories section. Thanks!