Organizations

This application allows you to create organization and manage users under that organization with diffrent roles.

Usage

Install this app in your workspace

vtex install [email protected]

Link application to development workspace

clone the application to your working environment and checkout to the correct branch (i.e: dev-master)

link this app to your workspace (vtex link --verbose)

Prerequisites

In order to run this application following master data schemas and indices should be created.
Use MASTER DATA API - V2 in vtex api documentation to create those schemas (https://developers.vtex.com/reference#master-data-api-v2-overview)

These schemas are shared among several applications vtex.admin-organizations, vtex.auth-challenge and vtex.organizations, therefore if you have already created these schemas and indices you can ignore this step

Master data schemas

BusinessPermission


Data Entity Name: BusinessPermission
Schema Name: business-permission-schema-v1

{
    "properties": {
        "name": {
            "type": "string"
        },
        "label": {
            "type": "string"
        }
    },
    "v-default-fields": [
        "name",
        "label",
        "id"
    ],
    "required": [
        "name"
    ],
    "v-indexed": [
        "name"
    ],
    "v-security": {
        "allowGetAll": true,
        "publicRead": [
            "name",
            "label",
            "id"
        ],
        "publicWrite": [
            "name",
            "label"
        ],
        "publicFilter": [
            "name",
            "id"
        ]
    }
}

BusinessRole


Data Entity Name: BusinessRole
Schema Name: business-role-schema-v1

{
    "properties": {
        "name": {
            "type": "string"
        },
        "label": {
            "type": "string"
        },
        "permissions": {
            "type": "string"
        }
    },
    "definitions": {
        "permission": {
            "type": "string"
        }
    },
    "v-default-fields": [
        "name",
        "label",
        "id",
        "permissions"
    ],
    "required": [
        "name"
    ],
    "v-indexed": [
        "name"
    ],
    "v-security": {
        "allowGetAll": true,
        "publicRead": [
            "name",
            "label",
            "permissions",
            "id"
        ],
        "publicWrite": [
            "name",
            "label",
            "permissions"
        ],
        "publicFilter": [
            "name",
            "id"
        ]
    }
}

BusinessOrganization


Data Entity Name: BusinessOrganization
Schema Name: business-organization-schema-v1

{
    "properties": {
        "name": {
            "type": "string"
        },
        "telephone": {
            "type": "string"
        },
        "address": {
            "type": "string"
        },
        "email": {
            "type": "string"
        }
    },
    "v-default-fields": [
        "name",
        "telephone",
        "id",
        "address",
        "email"
    ],
    "required": [
        "name",
        "telephone"
    ],
    "v-indexed": [
        "name",
        "telephone",
        "email"
    ],
    "v-security": {
        "allowGetAll": true,
        "publicRead": [
            "name",
            "telephone",
            "id",
            "address",
            "email"
        ],
        "publicWrite": [
            "name",
            "telephone",
            "address",
            "email"
        ],
        "publicFilter": [
            "name",
            "telephone",
            "id",
            "email"
        ]
    }
}

UserOrganization


Data Entity Name: UserOrganization
Schema Name: user-organization-schema-v1

{
    "properties": {
        "email": {
            "type": "string"
        },
        "businessOrganizationId": {
            "type": "string",
            "link": "http://api.vtex.com/{{accountName}}/dataentities/BusinessOrganization/schemas/business-organization-schema-v1"
        },
        "roleId": {
            "type": "string",
            "link": "http://api.vtex.com/{{accountName}}/dataentities/BusinessRole/schemas/business-role-schema-v1"
        },
        "status": {
            "type": "string"
        }
    },
    "v-default-fields": [
        "email",
        "id",
        "businessOrganizationId",
        "roleId",
        "status"
    ],
    "required": [
        "email",
        "businessOrganizationId",
        "roleId",
        "status"
    ],
    "v-indexed": [
        "email",
        "businessOrganizationId",
        "roleId",
        "status"
    ],
    "v-security": {
        "allowGetAll": true,
        "publicRead": [
            "email",
            "id",
            "businessOrganizationId",
            "businessOrganizationId_linked",
            "roleId",
            "roleId_linked",
            "status"
        ],
        "publicWrite": [
            "id",
            "email",
            "businessOrganizationId",
            "roleId",
            "status"
        ],
        "publicFilter": [
            "email",
            "id",
            "businessOrganizationId",
            "roleId",
            "status"
        ]
    },
    "v-triggers": [
        {
            "name": "organization-assignment-accept-email",
            "active": true,
            "condition": "status=APPROVED",
            "action": {
                "type": "email",
                "provider": "default",
                "subject": "Organization Assignment Acceptance",
                "to": [
                    "{!email}"
                ],
                "replyTo": "[email protected]",
                "body": "You have been assigned to {!businessOrganizationId_linked.name}."
            }
        },
        {
            "name": "organization-assignment-decline-email",
            "active": true,
            "condition": "status=DECLINED",
            "action": {
                "type": "email",
                "provider": "default",
                "subject": "Organization Assignment Decline",
                "to": [
                    "{!email}"
                ],
                "replyTo": "[email protected]",
                "body": "You have left the organization {!businessOrganizationId_linked.name}."
            }
        }
    ]
}

Changes to existing CL table

We need to add two fields to existing CL master data table.

isOrgAdmin: Boolean 
organizationId: VarChar 100

After creating the fields change settings of that fields with edit field feature.
You can update the field settings as shown in the image below.

View Image

NOTE: isOrgAdmin field should check following checkboxes
Make readable without credential,
Is searchable,
Is filterable,

organizationId field should check following checkboxes
Is nullable,
Make readable without credential,
Allow editing without credential,
Allow filter without credential,
Is searchable,
Is filterable,

Dont forget to save and reindex CL table once you add all the fields.

[Deprecated] removed master data collections and schemas

Data Entity Name: Persona, Schema Name: persona-schema-v1

Data Entity Name: OrgAssignment, Schema Name: organization-assignment-schema-v1

Important

NOTE: create Manager role with required permissions using vtex.admin-organizations application (https://github.com/vtex/admin-organizations)