mariposacoop/mess — Issue #341: organizational accounts changes
Author: danohlemiller
Created: 2011-11-21 16:43:16+00:00
State: open

The board recently passed a new policy to have organizational accounts for businesses and orgs. These accounts are different than memberships, mostly in that they do not vote or have a working option. In order to offer these accounts and to manage them in MESS we perceive the need for the following changes: We hope to be able to offer these accounts by the time that we open the new store. Are these changes doable?

MESS Changes
member dashboard - How do things get from the website to MESS dashboard? Can we control what goes there. For the organizational accounts can we only have info that we designate as pertinent info for orgs appear there? We do not want orgs to see meeting notes, or other random membership related info.
No forums on the dashboard
Add Credit & Equity sidebar instead of calendar on dashboard
No Forums Tab at all

Under membership tab:
No Workshifts (no calendar)
No banked hours
No Scheduling Tab
No Shared House
No KEY (can we erase that field from all accounts in MESS?)
No Proxy Shopper (Organizational accounts will just have one contact person on them, organizations will be given 1 or 2 cards that they can distribute to staff) (Can we change to "Proxy" to "Caregiver" for all member accounts?)