Add Team Members (classrooms)
- Jennifer Bessette (Unlicensed)
- Kara Michelle Liu
We will modify the existing Manage Team Members area to fit the new design of account setup.
User Stories:
As a user, I want to add team members so that I can connect them to their students.
As a user, I want to view and/or manage which classrooms or group of students a team member is assigned to, so that I can ensure they are connected to the correct classrooms.
Acceptance Criteria:
Given the user is a paraprofessional or Related Service provider, they can view classrooms, but can not manage/edit classroom
Given the user is a parent, they can not view classrooms or manage/edit them
Given the user is a teacher, administrator, case manager/lead teacher, lead teacher/administrator, multi-level lead teacher, they can view and manage/edit the classroom
Given the user is any other role than parent, they can view classrooms
Given I am a user who has access to Skills, Behavior, SEL, or Mental Health Lessons AND I have permission to setup team members, I will see setup in my top navigation bar
Given I am a user who DOES NOT HAVE have permission to setup team members, I will NOT see setup in my upper nav
Given I am a user who does not currently have any team members, I will see the empty state
Given I am a user who has permission to setup team members, I will see the Add Team Member button
Given I am a user who DOES NOT HAVE permission to setup team members, I will NOT see the Add Team Member button
Given a team member has been assigned to students in a building the user has access to, the user will see all of the students assigned to the team member who belong to a building the user has access to
Given no students exist in any of the buildings both the team member and the user have access to, the user will see the available students empty state
Given no students in any of the buildings both the team member and the user have access to match the search criteria, the user will see the available students empty state
Given students exist under the assigned column, the team member will have access to those students.
Given a student has been removed from the assigned column and the student is not connected to the team member via a classroom, the team member will not have access to that student.
Given a student has been removed from the assigned column and the student IS connected to the team member via a classroom, the team member WILL have access to that student.
Given a team member has not been assigned to any classrooms associated with a building the user has access to, the user will see the classroom assignments empty state
Given a team member has been assigned to a classroom associated with a building the user has access to, the user will see that classroom and the associated students listed under classroom assignments
Given a team member has been assigned to a classroom, they will have access to all of the students in the classroom
Given the user has permission to Manage Classrooms, they will have the option to unassign a user from a classroom
Given a team member has been unassigned from a classroom, and they are not connected to the students either via direct assignment or though another classroom, the team member will no longer have access to those students.
Given a team member has been unassigned from a classroom, and they ARE connected to the students either via direct assignment or through another classroom, the team member WILL have access to those students.
Given the user has permission to Manage Classrooms, they will have the option to assign the user to a classroom.
Given the user chooses to add the team member to an existing classroom, the user will see a list of all classrooms belonging to a building both the user and the team members have access to.
Given the user has assigned the team member to an existing classroom, that classroom will now show under classroom assignments
Given the user chooses to add a new classroom for the team member, the user will see the create classroom modal
Given the user creates a new classroom for the team member, that classroom will appear under classroom assignments.
Given a classroom was created via an integration, team members cannot be added to or removed from that classroom.
Add Team Member: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=0%3A18050
View Team Member: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=11343%3A118208
Edit Team Member: https://www.figma.com/file/gdwMnbpudJxuzVrORrOGvd/Ed-Member-Site-UX?node-id=11343%3A118774
Add Team Member
Team Member Info
Design
Once the user clicks to add a team member, they will see the add team member screen
Required fields are labeled
First Name is a text box (required)
Last Name is a text box (required)
Email is a text box (required)
Phone Number is a text box
By default, we will show a profile pic that can be changed once the user clicks Upload a photo
If a user clicks Upload a photo, they can select to upload a photo file from their computer. This will be the new photo for the team member.
The user will then have the choice to Save and close, returning them to the Manage Team Member area
Once the user has filled out the profile, login credentials, selected the building, and role, the user will need to select either save and close or Assign Students at the bottom of the screen
If they select Save and Close, the information selected and inputted will be saved and they will return to the Manage Team Member page
The team member added will show up in the list of team members on the Manage Team Member page
Business Rules
Required fields are
First Name
Last Name
Email
Accepted photo files are .pngs and .jpgs
Default toggle off on assign buildings
Create their login credentials
Design
The user will type a username for the new team member
The user will type a password for the new team member
The user will confirm the password for the new team member
Business Rules
All fields are required
Usernames must be unique
Passwords must be strong
Minimum of 8 characters
Use a combination of upper and lower case letters
Use at least 1 numeric and/or special character
Assign Organization
Design
The user will need to click on the dropdown to indicate the organization to which they belong.
Once they have selected the organization, they will be able to leave the default of All selected, meaning all buildings in the selected organization or to click limited.
If they click limited, they will be able to select / or search from a new dropdown to select their building/s
Business Rules
Users will see all organizations they have access to
If the user is only assigned to 1 building, that building will be auto-selected and the all/ limited option will not be visible
Default on All when All/limited selector is visible
Users may search for any account/building they have access to
Team Members may be assigned to multiple buildings/regions
If District is selected, we will auto-select all regions/buildings.
Accounts will be listed alphabetically
Assign Buildings
Design
Users may search for a building by name
We will show a list of accounts in the dropdown
When the box is clicked and a check shows, the account is selected.
Once the user clicks away they will see the list of selected schools
The user can remove the selected buildings by unchecking the boxes
Business Rules
Users will see all buildings they have access to
Users may search for any account/building they have access to
Team Members may be assigned to multiple buildings/regions
If a region or category of schools is selected, we will auto-select all buildings underneath that region.
Accounts will be listed alphabetically
Users can check or uncheck the boxes to indicate the selections
The total number of building selections will be show at the top right corner
The selected names will show in the list beneath the assigned buildings once the user clicks away or to Assign Role Dropdown
Assign Role
Design
We will show a drop-down menu of roles
The user will select a role for the team member from this list
If a user hovers on a role name, we will show a pop-up listing all permission settings. We will only show the permission settings that are checked off for that role. (Future version)
Business Rules
Business Rules
Roles will populate based on the accounts selected
If a user is assigned to the district, we will see the following roles as options
Supervisor/Director
Any custom role added at district level
If a user is assigned to at least 1 region but not the district, we will see the following roles as options
Special Ed. Supervisor
Any custom role added at region level
If a user is assigned to multiple buildings, we will see the following options
Special Ed. Supervisor
Multi-Account Lead Teacher
Multi-Account Teacher
Multi-Account Parent/Home Caregiver
Any custom role added at district or region level
If a user is assigned to one building only, we will see the following options
Administrator
Case Manager
Lead Teacher
Teacher
Related Service Provider
Paraprofessional/1:1 Aide
Training Center
Parent/Home Caregiver
Any custom role added at building level
Assign Teacher Type
Design
If the user indicates that they are a teacher, a Teacher type dropdown will appear to the right. The user will need to select whether they are:
General Education
Special Education
Both General Education and Special Education
Business Rules
This dropdown and heading will only show if the user has selected teacher, multi-account teacher, multi-account lead teacher, or lead teacher
Assign Students Without Classroom
Design
Once the user has clicked Assign students on the bottom of the Team Member profile page, the user will see the Assign Students & Classrooms page
The user will select a building if they have multiple buildings assigned to their account
If the user does not have multiple buildings, they will not see the Now Viewing Heading or the Building dropdown. They will instead just see their building name.
The user will click on a student name and select whether they would like to assign students without a classroom
The user will not be able to assign a student to a classroom until they Create a new classroom or they add existing classroom
The user can multiselect students before assigning the students
If the user selects Assign Student (no classroom), the name will appear in the Assigned Students (no classroom) column and a copy of the name will also remain in the Available Students Column
The user may search for a student by name
The user may return to the edit profile screen by clicking Edit Profile. Any students that have been assigned to classrooms or to no classroom will be saved automatically
Business Rules
Students will be listed alphabetically by last name
There is no cap on the number of students a team member may be assigned to
Assign Students to Classrooms
Design
If no classrooms have been created, the user will be able to create a new classroom by clicking Create Classroom
Once clicked, the user will see the Create a new classroom popup
Users will be able to select the icon of their choice or add their own image
Once users click Upload your own, they will be able to select an image from their computer files
Once the classroom name is inputted in the text box, the user will be able to save the classroom
If the user clicks save without inputting a Classroom name, the error message “Please type in a classroom name to save.”
Users can save without an icon selected or uploaded
Business Rules
Classroom name is a required field
Selecting an icon or uploading an icon is not required
.pngs and .jpgs will be acccepted as image files- Can the users crop with an outside api?
Students will be listed alphabetically by last name
There is no cap on the number of students a team member may be assigned to
Add Existing Classroom
Design
We will show a list of available classrooms once users click add existing classroom.
Once the user clicks add button the classroom name changes color and the add button is replaced by a subtraction sign
If the user clicks the subtraction button, the classroom name is no longer selected and the name and button return to starting state
Users can add multiple classrooms at once
Once users click save, the classrooms will add to the classroom column
Business Rules
Users should see all existing classrooms for their given building
Locked classrooms will not be able to be added or modified
Classrooms can be multiselected
Classroom Selected
Design
Once the Classroom has been added, the first one in the list will be highlighted with a star
If the classroom has not been added and therefore can not be selected, the option to assign to Selected Classroom will not be shown in the Available students column area
If the user would like to select another classroom, they can click another in the list and it will be highlighted with a star
Once a classroom has been added, the user can click on the student name or multiple student names and select Assign to Selected Classroom
All the students selected will be added to the student column
Once the user is done, they can click save and either click done to go back to Manage Classrooms or Edit Profile to go back to Edit the profile. Any classrooms created or students assigned will save automatically.
Business Rules
Students will be listed alphabetically by last name
There is no cap on the number of students a team member may be assigned to
Classrooms will be listed in alphabetical order
The user may be assigned to multiple classrooms
We will show the classrooms associated with the selected buildings
Classrooms section will show if the user is assigned to Skills, Behavior, or SEL lessons.
View Team Member
Design
The user will see the team member page when they click View next to a given team member:
Photo
Name
Email address
Phone Number
Role
Login credentials
Names of assigned buildings
Names of classrooms the team member is assigned to
Number of students the team member is assigned to
Clicking on edit will open the edit team member page (same as create team member page)
Clicking the Manage Team Members back arrow will take users back to the Manage Team Members page
Business Rules
All saved profile information will show on the view team member page
Edit Team Member
Design
The user will see the Edit team member page when they click Edit next to a given team member:
Photo
Name
Email address
Phone Number
login credentials
Role
Names of assigned buildings
Clicking on Save and Close will save any changes and return the user to the Manage Team Member page
Clicking the Manage Team Members back arrow will take users back to the Manage Team Members page
Clicking on the Assign Students will take the user to the Assign Students Page
Business Rules
.pngs and .jpgs will be accepted for upload
All possible roles will show given the users permissions
All buildings connected to the users account will show in the list to assign
Team Member-Integrations
Design
When team members with integration, visit the profile page, they will see locks and grayed out text indicating the fields that will not be editable in the edit view
Integrated classrooms will also be grayed out with a lock as they can not be edited
Once the user clicks edit, they will be able to upload a new photo, edit login credentials, assigned organization, buildings, role, and teacher type
Once the user clicks edit password, they can change their password or cancel the action
Business Rules
Fields that can be edited for team members with integration
Login credentials
Assigned organization
Assigned buildings
Assigned role
Teacher type
Photo
Fields that can NOT be edited
First name
Last Name
Email
Phone number
integrated classrooms