Segment Profile Information by User Role

[acshields]

Current State

All Projects App users have the same required profile information, regardless of their user role.

Future State

Projects App users have different required profile information depending on their user role.

Update 1 - Client Total Profile

Required Account Information (*Captured during account registration)

• First Name
• Last Name
• Account Email
• Account Username
• Account Password

Required Progressive Profile Information

• Job Title
• Business Phone
• Business Email
• Company Name
• Company URL

Optional Progressive Profile Information

• Profile Picture
• Timezone
• Normal Work Hours

Notes:
The "Country" field will be removed from the client user profile.
The "Company URL" will be added as a new required profile question. The field should be labeled "Company URL" and the answer will be a free text field where the user can paste or type a URL.

Update 2 - Copilot Total Profile

Required Account Information (*Captured during account registration)

• First Name
• Last Name
• Account Email
• Account Username
• Account Password

Required Progressive Profile Information

• Timezone
• Normal Work Hours

Optional Progressive Profile Information

• Profile Picture

Update 3 - Topcoder Employee Total Profile

Required Account Information (*Captured during account registration)

• First Name
• Last Name
• Account Email
• Account Username
• Account Password

Required Progressive Profile Information

• Job Title
• Timezone
• Normal Work Hours

Optional Progressive Profile Information

• Profile Picture

[dmessing]

@acshields does Business Email change their log in information or their main email?

[dmessing]

I think Country might be a required account field we have to capture for some legal reasons, but maybe we can look at that

[dmessing]

Is account registration different than member account registration?

[maxceem]

1. Do I understand it correctly, that Topcoder Employee are the users who have one of the next roles?

   • Connect Manager
   • Connect Admin
   • administrator
   • Connect Account Manager
   • Business Development Representative
   • Presales
   • Account Executive
   • Program Manager
   • Solution Architect
   • Project Manager

2. As we are removing Country and adding Company URL should we also update the user profile accordingly, right?

   

[RishiRajSahu]

1. Yes, you are correct
2. Yes we would have to keep it consistent for clients everywhere, But I guess we should first check whether traits support adding a new field company URL or not ? could you try that via postman ?

[maxceem]

But I guess we should first check whether traits support adding a new field company URL or not ?

@RishiRajSahu good catch. The trait doesn't support the company URL, see https://github.com/appirio-tech/ap-member-microservice/blob/dev/service/src/main/java/com/appirio/service/member/api/MemberProfileConnectInfo.java.

[acshields]

@RishiRajSahu - Just following up on your Slack message regarding "Country." Noted that this will be kept as a required profile attribute for all users in the background. To reconfirm, "Country" would be captured during account registration, and then in Projects App's progressive profile completion, this field should already be captured and should not trigger a prompt to complete.

[acshields]

Is account registration different than member account registration?

@dmessing - Account registration happens before progressive profile completion. During account registration, a new user identifies whether they are registering as a client or a community member (if client is selected, the Business Client user role gets applied. They then complete the account registration form (First/Last Name, Country, Email Address, Username, Password) - the account registration form questions are the same for all new users.

Then, in Projects App during progressive profile completion, we would prompt the user to complete profile information if they have incomplete required fields (Ex. For client, we also need to capture Job Title, Company Name, Company URL, Business Email, Business Phone).

[maxceem]

@RishiRajSahu

As mentioned by acshields

To reconfirm, "Country" would be captured during account registration, and then in Projects App's progressive profile completion, this field should already be captured and should not trigger a prompt to complete.

So the Country would be required, but because it suppose to be captured by the initial user registration, it wouldn't be asked during progressive registration in Connect.
But currently when I register a new user, I enter Country but it is not populated in basic_info. So it would be asked during progressive registration again. Probably it's an issue in Member Service.

Example:

• I've registered a new user maxceem23:

  

• After I login to Connect and check the value for country - it doesn't exist:

  

[RishiRajSahu]

@maxceem yeah seems to be an issue with member service and I guess this is already reported to them https://github.com/topcoder-platform/community-app/issues/4707

but just wanted to confirm Once country is updated on Connect profile, we are keeping country consistent/same in both basic_info and connect traits ?