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Add a definition next to each user role in wagtail admin #3541

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fourthletter opened this issue Aug 28, 2023 · 4 comments · Fixed by #3636
Closed

Add a definition next to each user role in wagtail admin #3541

fourthletter opened this issue Aug 28, 2023 · 4 comments · Fixed by #3636
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@wes-otf
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Type: Enhancement This is an improvement of an existing thing (not a new thing, which would be a feature).
Milestone
Quarter 1

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@fourthletter
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Description

Add a definition next to each user role in the WagTail admin

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@fourthletter fourthletter added the Type: Enhancement This is an improvement of an existing thing (not a new thing, which would be a feature). label Aug 28, 2023
@theskumar
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@fourthletter can you please add the text for each of the labels in the issue description please?

@fourthletter fourthletter added this to the Quarter 1 milestone Sep 22, 2023
@fourthletter
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fourthletter commented Oct 31, 2023 •
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@wes-otf - here are definitions here. We could shorten the terms to fit on the Wagtail interface.

Staff view and edit all submissions, submit reviews, send determinations, and set up applications (this means creating Forms, Funds, and Rounds, and give other users (e.g. Reviewers or other Staff) access to applications/submissions.

Staff Admin view and edit all submissions, submit reviews, send determinations, and set up applications. Can disable 2FA, archive submissions, and other components not accessible to other roles.

Community Reviewer is an applicant with access to other applications for the Request with community review (peer review) workflow.

Reviewer has their own dashboard and can submit reviews. Advisory Council Members are typically assigned the 'Reviewer' role.

Applicant can access their own application and send communication in the communication/comment tab.

Partner could view, edit, and comment on a specific application they are assigned to.

Contracting could review and approve the PAF and access documents associated with contracting.

Finance could review and approve the PAF, access documents associated with contracting, and access invoices approved by Staff.

Approver is not a standalone role. This role has to be assigned in tandem with Staff, Contracting, or Finance. This role could review and approve PAF, and could access compliance documents.

@wes-otf
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wes-otf commented Oct 31, 2023

@fourthletter Great! Thanks a ton.

@wes-otf wes-otf mentioned this issue Oct 31, 2023
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@fourthletter
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@wes-otf - I forgot to add definitions for staff admin and community reviewer

Staff Admin view and edit all submissions, submit reviews, send determinations, and set up applications. Can disable 2FA, archive submissions, and other components not accessible to other roles.

Community Reviewer is an applicant with access to other applications for the Request with community review (peer review) workflow.

frjo pushed a commit that referenced this issue Dec 13, 2023
@wes-otf
Added descriptions to group selections in Wagtail admin (#3636)
6622ca4 
Fixes #3541.

This PR adds descriptive help text to the Wagtail admin edit/create user
"Groups" prompt. This was done by creating custom Wagtail forms and
overwriting the existing group field, along with adding another field to
the
[groups.py](https://github.com/HyphaApp/hypha/blob/enhancement/add-desc-to-user-roles/hypha/apply/users/groups.py#L40).

The
[definitions](#3541 (comment))
provided by @fourthletter were shortened just a bit for the sake of
appearance. If anyone believes they got too truncated I'm fine with
updating them.
wes-otf added a commit that referenced this issue May 7, 2024
@wes-otf
Added descriptions to group selections in Wagtail admin (#3636)
b8ba5fd 
Fixes #3541.

This PR adds descriptive help text to the Wagtail admin edit/create user
"Groups" prompt. This was done by creating custom Wagtail forms and
overwriting the existing group field, along with adding another field to
the
[groups.py](https://github.com/HyphaApp/hypha/blob/enhancement/add-desc-to-user-roles/hypha/apply/users/groups.py#L40).

The
[definitions](#3541 (comment))
provided by @fourthletter were shortened just a bit for the sake of
appearance. If anyone believes they got too truncated I'm fine with
updating them.
wes-otf added a commit that referenced this issue May 8, 2024
@wes-otf
Added descriptions to group selections in Wagtail admin (#3636)
e160768 
Fixes #3541.

This PR adds descriptive help text to the Wagtail admin edit/create user
"Groups" prompt. This was done by creating custom Wagtail forms and
overwriting the existing group field, along with adding another field to
the
[groups.py](https://github.com/HyphaApp/hypha/blob/enhancement/add-desc-to-user-roles/hypha/apply/users/groups.py#L40).

The
[definitions](#3541 (comment))
provided by @fourthletter were shortened just a bit for the sake of
appearance. If anyone believes they got too truncated I'm fine with
updating them.
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Type: Enhancement This is an improvement of an existing thing (not a new thing, which would be a feature).
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Quarter 1
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Added descriptions to group selections in Wagtail admin HyphaApp/hypha
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@theskumar @fourthletter @wes-otf