Clients

Client and team member logic

Product Requirements Document (PRD): Comprehensive Email Role Validation Across Clients, Team Members, and Leads

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Objective

Ensure distinct roles by validating email addresses during client, team member, and lead creation to prevent duplicate roles for the same email.

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Functional Requirements

1. Validation during Client Creation

Scenario: While creating a client using the "Create Client" form:

Validation: If the entered email belongs to an existing team member or lead, prevent client creation.

Error Message:

"You can’t add a team member or lead as a client."

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2. Validation during Service Purchase (Catalog)

Scenario: When an email associated with a team member or lead attempts to purchase a service via the catalog:

Validation: Check if the provided email matches a team member or lead's email.

Error Message:

"You can’t add a team member or lead as a client. Please provide another email."

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3. Validation during Team Member Creation

Scenario: While creating a team member using the "Add Team Member" form:

Validation: If the entered email belongs to an existing client or lead, prevent team member creation.

Error Message:

"This email is already associated with a client or lead. You can’t add it as a team member."

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4. Validation during Lead Creation

Scenario: While creating a lead using the "Add Lead" form:

Validation: If the entered email belongs to an existing client or team member, prevent lead creation.

Error Message:

"This email is already associated with a client or team member. You can’t add it as a lead."

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5. Validation during Team Member Creation for Existing Leads

Scenario: While creating a team member using the "Add Team Member" form:

Validation: If the entered email belongs to an existing lead, prevent team member creation.

Error Message:

"This email is already associated with a lead. You can’t add it as a team member."

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6. Restrict Service Purchase for Logged-In Team Members

Scenario: Logged-in team members should not have the option to purchase services.

Behavior:

Remove the Service Purchase button for logged-in team members.

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Acceptance Criteria

Client Creation Form Validation:

If a team member or lead’s email is entered, the system prevents client creation and displays the error message:

"You can’t add a team member or lead as a client."

Catalog Validation:

If a team member or lead’s email is used for service purchase, the system displays the error message:

"You can’t add a team member or lead as a client. Please provide another email."

Team Member Creation Form Validation:

If a client or lead’s email is entered, the system prevents team member creation and displays the error message:

"This email is already associated with a client or lead. You can’t add it as a team member."

Lead Creation Form Validation:

If a client or team member’s email is entered, the system prevents lead creation and displays the error message:

"This email is already associated with a client or team member. You can’t add it as a lead."

Team Member Creation Validation for Leads:

If an email associated with an existing lead is entered, the system prevents team member creation and displays the error message:

"This email is already associated with a lead. You can’t add it as a team member."

Service Purchase Restriction:

Logged-in team members do not see the Service Purchase button.

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