Story 1.7.6.1. CRM. User Creation Form

Content

General info

This story covers the functionality of the user creation form, where CRM users can enter essential information to create a new user profile within the system. The form includes fields for entering names, roles, business units, contact information, and optional fields like avatars and additional links.

User story

As a CRM user,
I want to access a user creation form with fields for essential user details,
So that I can add new team members with the necessary information to the CRM.

Visual design

https://www.figma.com/design/I5CXH7H3ICD0vfA1kPbcVf/ROCKEN-jobs-%2F-talent?node-id=44971-54823&t=yNSFQLsR90BRSeVh-4

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Acceptance Criteria

01

Scenario: Accessing User Creation Form
Given the CRM user is in the User Creation Mode
When they click “+“ (Add New User)
Then the system should display a form with fields for first name, last name, role, business unit, division, position, email, phone, and country.

image-20240830-130242.png

02

Scenario: Mandatory Fields Validation
Given the CRM user is filling out the user creation form
When they try to save the form without completing mandatory fields
Then the system should display an error message indicating which fields are required.

image-20240830-130344.png

03

Scenario: Optional Fields for Additional Information
Given the CRM user is in the User Creation Mode
When they choose to add optional details like avatar or extra links
Then the form should allow them to upload an avatar and add extra links (LinkedIn, website) with a preview.

04

Scenario: Saving New User Information
Given the CRM user has completed the user creation form
When they click the "Save" button
Then the system should create a new user profile with the entered details but not return to the user list view.

05

Scenario: Canceling User Creation
Given the CRM user is in the User Creation Mode
When they click the "Cancel" button
Then the system should discard the entered information and return to the user list view without saving any changes.

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