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SPIKE: Self-Service for Support Team - Move user to a different organization #5707

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jayna-SkylightDigital opened this issue Apr 25, 2023 · 1 comment
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@jayna-SkylightDigital
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jayna-SkylightDigital commented Apr 25, 2023

Background / Description

The most common support inquiries appearing in the Eng Tracker over the past three months pertain to capabilities that are currently only available to software engineers. The support team cannot resolve these issues without engineering intervention, which adds an additional step in the workflow and increases the time to resolve the issue for the end-user.

This will be part of our "Manage users" page in the support admin menu that allows support to look up users by login and perform actions on them: undelete, reactivate, move to diff org.

Requirements

Investigate the steps required to implement a self-service tool for the Support Team that can be used to move a SimpleReport user to a different organization.

Acceptance Criteria / Definition of Done

Think about corner cases and gotchas

  • do we want to support changing roles when they move them?
    What calls to Okta API do we need to do to move users to and from different groups?
    Team discusses any concerns, corner cases during sync
    Tickets are created to add this functionality

Additional info

Instructions for current manual process: https://github.com/cdcent/simplereport_docs/wiki/Support-requests#moving-users

@jayna-SkylightDigital jayna-SkylightDigital changed the title SPIKE: Move user to a different organization SPIKE: Self-Service for Support Team - Move user to a different organization Apr 25, 2023
@mehansen mehansen added this to the Muffin Sprint Goals milestone Jul 5, 2023
@johanna-skylight johanna-skylight self-assigned this Jul 6, 2023
@johanna-skylight
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Please see the document with the findings of the spike.

Manage users (Support admin).pdf

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