Diocesan Super Admin Portal 4/25 completed
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As a Diocesan super admin, I want to assign an org group type to a group, which automatically configures the group with initial settings:
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As a Diocesan super admin, I want the ability to change the parent of any org group. This will mostly accommodate assigning a parish to a Diocese.
- ❏ As a database designer, I want a Diocesan super admin role that allows the creation, editing, and assignment of: roles, user records, user accounts, groups, sub-groups, group admins, the ability to reset a user account password.
- ❏ As a Diocesan Super user I want the trial to expire after 30 days, at which time the users associated with that account will no longer access the trial organization data
- ❏ As a Diocesan Super Admin I want to be notified when someone starts a trial
User Stories 18/149 completed
Group Management
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As a group admin, I want to create a new single unique user record. If the user already exists in the global database, I want to be able to add the existing user to my group
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As a group admin, I want to import an exported list of new users. The import of the list should handle all cases such as existing Eva users, new users or incomplete user data.
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++As a group admin, I want the ability to assign admin roles to other group users
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As a group admin, I want to organize my members into cascading sub-groups
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++As a group admin, I want to assign a sub-group to members as I add them or import them into my group.
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++As a group admin, I want to easily assign a user or a group of users to a sub-group
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As a group admin, I want to users to receive a subscription confirmation when they are manually subscribed to a new group
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As a group admin, I want to edit the user profile for members of my group
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- ❏ As a group admin, I want a quick and easy way to invite users with unverified user accounts, to complete the account verification process, complete their profile and join sub-groups.
- ❏ As a group admin, I want to comply with communication regulations by confirming that I have rights to send information to users whom I am manually adding to my group.
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As a group admin, I want the ability to set the privacy for a specific group
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As a group admin, I want to be able to search through my groups
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As a group admin, I want to see up to five suggested recommendations when I first log into Eva or return to the "home" view
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As an org group admin, I want to upload, resize, and remove a profile picture for a user that belongs to one of my groups.
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- ❏ As a group admin, I want the ability to change the parent of any group that is not an org group
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As a group admin, if I edit a member profile and add the last name and first name to a member profile, I want to search the global user database and see a list of existing members with the same name, that includes first name, last name, org group, and address. See notes for more detail:
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- ❏ As an org group admin, I want to be alerted to a possible duplicate member and have a process to view these and merge these.
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As a group admin, I want to be able to search through my users
- ✔ ++As a group admin, I want a quick and easy way to send an invitation to people, asking them to join my sub-group.
User Management
- ❏ As a user, I want to access my profile online and make edits
- ❏ As a user, if when I add first name and last name to my profile, I want the system to search the user database to see if a member with the same name is found. If a match is found, I want the system to alert my org group admin (both Beth and Eva is that applies) that a potential duplicate member has been added and allow them to review the change and possibly merge the users.
- ❏ As a user, I want to request a password reset
- ❏ As a user, I want to set-up a priority preference for what channel I want to be used to send me information: i.e. email, SMS, myParish App push notices, do not send me information
- ❏ As a user, I want to manage what groups can send me information
- ❏ As a user, I want to see all available groups I can join
- ❏ As a user, I want to to be able to opt-out of all messages at once
- ❏ As a user, I want to verify changes to my user account account name and password
- ❏ As a user, I want the ability to respond to a text or email
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As a user, I want to upload, resize, and remove a profile picture.
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- ✔ As a user, I want to view a history of all changes to my record and account and all of my outbound communications.
Publishing Channel Management
- ❏ As a group admin, I want to register a Facebook page for my group and grant permission to allow delegated group admins to publish messages to Facebook
- ❏ As a group admin, I want to register a Twitter account for my group and grant permission to allow delegated group admins to publish messages to Twitter
- ❏ As a group admin, I want to enable a code snippet for my group that allows delegated group admins to publish messages to the code snippet embedded on a website.
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As a group admin, I want to enable a code snippet that allows me to add a registration form to my website for my group.
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*As a group admin, I want to register my group with an Eva Wordpress plugin that would enable a delegated group admin to publish a message to my Wordpress website
- ❏ As a Diocesan super group admin, I want to enable a DiscoverMass publishing channel for a group and allow deligated group admins to publish messages to DiscoverMass.
- ❏ As a Diocesan super group admin, I want to enable a group sign-up form on DiscoverMass for a group that has the DM publishing channel enabled.
- ❏ As a Diocesan super group admin, I want to enable a Diocesan.com publishing channel for a group and allow deligated group admins to publish messages to Diocesan.com
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As a Diocesan super group admin, I want to enable a sign-up form on the Diocesan.com site for a group where the diocesan.com publishing channel has been enabled.
Message Management
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As a group admin, I want to easily compose a message as an HTML design
- ❏ As a group admin, I want HTML messages to be hosted online and be made available as a link.
- ❏ As a group admin, I want the ability to preview messages across the available channels that the message can be sent
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As a group admin, I want the ability to send test messages to any group member or admin across all available channel formats.
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As a group admin, I want to schedule my messages for sending at a later time
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Curtis S.
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As a group admin, I want to schedule/send a composed message to my group and/or sub-groups using the channel preferences of my group members
- ❏ As a group admin, I want the ability to easily send a message to multiple groups or sub-groups that I administer
- ❏ As a group admin, I want to select a previously sent message and duplicate it for easy editing
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*As a group admin, I want emojis and other rich text features common to SMS to be supported in textual messages
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*As a group admin, I want the ability to create and send a simple text message from the default messaging app on my phone to my group members.
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*As a group admin, I would like the ability to personalize HTML messages with fields such as "firstName" etc.
- ❏ *As a group admin, I want the ability to message an single user in my group
- ❏ As a group admin, I want my members to be able to respond to a message that then posts in a group admin dashboard.
- ❏ As a group admin, I want the ability to view user responses in a single dashboard
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*As a group admin, I want the ability to set-up notification by email or SMS when a group member responds to a message. This notification should either send the reply directly or make it easy to see the reply from a phone.
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As a group admin, I want to publish a composed message to available publishing channels
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As a group admin, I want all communications to be VIRTUS compliant
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- ❏ As a group admin, I want an auto-save feature that saves data as it is being entered.
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As a group admin, I want to be able to search for messages
- ❏ As a group admin, I want to be able to select multiple messages and manually archive them
- ❏ As a system, I want to archive messages that are more than 180-days old
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As a group admin, I want the ability to set an auto-archive setting that will make the system archive messages that are opened or sent and are 'x' old, where 'x' is a set length of time.
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Message Template Management
- ❏ As a group admin, I want the ability to save an HTML design as a template
- ❏ As a group admin, I want the ability to set a composed textual message as a template
- ❏ As a group admin, I want to see all public templates created by my admins at my parish or diocese
- ❏ As a group admin, I want to set the visibility of templates I create for all my groups and subgroups. This would include the national, Diocese and parish level
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As an org admin, I want to send a template to my group admins as a message. I want to be able to add text explaining the message template being sent. The template itself should appear as a preview. A link in the message will automatically take the admin to their Eva account and open the template as a new message to send to that admin's members/groups etc.
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As an org group admin, I want to save a message as a template that is shared with all my groups and sub-groups. This can be done at the National, Diocese and parish level
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As a group admin, I want pre-designed HTML templates
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As a group admin, I want access to sample messages
- ❏ As a group admin, I want the ability to customize a default welcome message sent to users when they join a group
UI-UX Stories 0/5 completed
- ❏ As UIUX, I want to refer to Org Groups that represent parishes as a "Parish"
- ❏ As UIUX, I want to refer to Org Groups that represent Dioceses as a "Diocese"
- ❏ As UIUX, I want to refers to Org Groups that represent national organizations as an "Organization"
- ❏ As UIUX, I want to refer to Org Groups that represent religious orders as an "Order"
- ❏ As UIUX, I want to refer to users as "Members"
Phase 2 0/21 completed
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As a parish admin, I want to create an automated message
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As a group admin, I want an easy way to set up VOTING in HTML messages
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- ❏ As a group admin, I want an easy way to solicit and track RSVPs from a message
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As a group admin, I want the ability to send an audio version of a message
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- ❏ As a group admin, I want the ability to select an Event themed template
Integrated Content Module
- ❏ * As a parish admin, I want to add integrated content
- ❏ * As a parish admin, I want to manage integrated content
- ❏ * As a parish admin, I want to access my integrated content
- ❏ * As a parish admin, I want iCal info automatically imported
- ❏ * As a parish admin, I want a message template from iCal data
- ❏ * As a parish admin, I want RSS automatically imported.
- ❏ * As a parish admin, I want a message template from RSS data
- ❏ * As a parish admin, I want App messages automatically imported (plan ahead)
- ❏ * As a parish admin, I want a message template for App Messages
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Determine integration language, feature identity
Curt A.
Curtis S.
- ❏ As a parish admin, I want to send newsletters to Facebook messenger