Adding a New User to Your Account — Test instructions

Setup

note

Supporting detail for the feature demo.

• The logged-in user must have a role that grants access to User Management (the Users section of Account Management).
• New user details to enter:
  • First Name: FName
  • Last Name: LName
  • Email Address: test999@test999.com
• Account Role: the first available option in the Account Roles dropdown
• Business Type: the first available option in the Business Type dropdown
• Accounts to assign: the first account listed in the Assign Accounts table

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Happy Path

1. From the Dashboard, navigate to the Users page (https://uatwww.rrxpreview.com/account-management/users)
2. Note the current list of users so the newly added user can be compared against it later
3. Search the user list for test999@test999.com and confirm no user with that email already exists
4. Click the Add New User button in the top right of the Users page
5. Verify the Add New User form loads (https://uatwww.rrxpreview.com/account-management/users/add-new-user)
6. Enter FName in the First Name field
7. Enter LName in the Last Name field
8. Enter test999@test999.com in the Email Address field
9. Confirm no "email already exists" or "email already registered" validation message is displayed
10. Select the first available option in the Account Roles dropdown
11. Select the first available option in the Business Type dropdown
12. Scroll to the Assign Accounts table and check the checkbox for the first account in the list
13. Click the Save button
14. Verify the new user is created successfully and the confirmation / user detail page is displayed
15. Navigate back to the Users page (https://uatwww.rrxpreview.com/account-management/users)
16. Search the user list for test999@test999.com
17. Verify LName, FName / test999@test999.com now appears in the user list with the selected role, the expected status (pending email verification), and the assigned account access

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