Content

[ Content ] [ General info ] [ User story ] [ Visual design: ] [ Acceptance criteria ]

General info

This story focuses on enhancing the Profile View Mode in the CRM by adding actionable buttons for managing profiles. The buttons should provide functionality for creating processes, inviting to Rocken Talent (RT), managing settings, and deleting profiles while ensuring clarity, accessibility, and proper permissions.

User story

As a CRM user,
I want action buttons in the Profile View Mode for key operations,
So that I can efficiently perform actions like creating processes, managing profiles, and inviting candidates to RT without navigating away from the profile view.

Visual design:

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/Rocken-Design?node-id=58534-113196&t=gCvYXC1iXBdanNDN-4

	Acceptance criteria
01	Scenario: Display of action buttons Given the user is viewing a profile in Profile View Mode When the page loads Then the following action buttons are displayed: – Create Process – Invite to RT – interview invitation – Open profile preview page – Delete RT Profile – Delete CRM Profile.
02	Scenario: Create Process functionality Given the user clicks the Create Process button When the action is initiated Then a process creation workflow is opened, allowing the user to link the profile to a new process.
03	Scenario: Invite to RT functionality Given the user clicks the Invite to RT button When the action is initiated Then the system sends an invitation to the candidate to join Rocken Talent.
04	Scenario: View Settings menu Given the user clicks the View Settings button When the action is initiated Then a dropdown menu is displayed with options for managing the profile, including Delete RT Profile and Delete CRM Profile.
05	Scenario: Delete RT Profile Given the user has the appropriate permissions When they select Delete RT Profile Then the system prompts for confirmation before removing the profile from Rocken Talent (soft delete). Story 1.4.2.5. CRM. Talent Profile view mode. Delete RockenTalent Account
06	Scenario: Delete CRM Profile Given the user has the appropriate permissions When they select Delete CRM Profile Then the system prompts for confirmation before permanently deleting the profile from the CRM.
07	Scenario: Permissions for delete actions Given the user does not have the required permissions (not HoR, HoD, BM, Admin, owner of profile) When they attempt to access Delete RT Profile or Delete CRM Profile Then the system disables the options