Bug #4745
closed[Reoccur] View Relationship - Add Team Member: Member Who Sends Relationship Request is Automatically Selected in Add Team Members.
0%
Description
Summary:
When a Team Member (TM) or Group Head (GH), who belongs to both Group A and Group B, sends a relationship request, their name is automatically included in the Selected List in the Add Team Member section.
Steps to Reproduce:
1. Log in to Lauditor as a Team Member or Group Head.
2. Navigate to Relationship from the left-hand menu.
3. Under the Individual, Business, or Corporate tab, click on Add Relationship.
4. Enter the required details and click Search.
5. Select any group and click Send Request.
6. Log in as a Super User.
7. Navigate to the View Relationship module.
8. Find the recently requested client account, click Action, then click Add Team Member.
9. Observe that the member who originally sent the request is automatically listed in the Selected List by default.
- This issue occurs for both Team Member accounts only.Not applicable for Group Head and Super user account.
- Affects all three tabs: Individual, Business, and Corporate.
Link - https://drive.google.com/file/d/1TE3RXb3LTMp6nRwjPMjUa9ZxZ9VOnn6y/view?usp=drive_link
Files
Updated by muskan mathur 5 months ago
- Status changed from New to Resolved
- Assignee changed from muskan mathur to Vengadeshwaran R
Updated by Vengadeshwaran R 5 months ago
- File bandicam 2025-06-19 16-01-15-501.mp4 bandicam 2025-06-19 16-01-15-501.mp4 added
- Subject changed from View Relationship - Add Team Member: Member Who Sends Relationship Request is Automatically Selected in Add Team Members. to [Reoccur] View Relationship - Add Team Member: Member Who Sends Relationship Request is Automatically Selected in Add Team Members.
- Status changed from Closed to New
- Assignee changed from Vengadeshwaran R to Soundarya Vembaiyan
Login with team member account - The issue remains unresolved for both Individual and Entity accounts when sending invitations.
Updated by Soundarya Vembaiyan 29 days ago
- Status changed from New to Fixed - Pushed to Staging
- Assignee changed from Soundarya Vembaiyan to Vengadeshwaran R
Updated by Soundarya Vembaiyan 21 days ago
- Status changed from New to Fixed - Pushed to Staging
- Assignee changed from Soundarya Vembaiyan to akhila bs
working
Updated by Neela Chinnappa 20 days ago
- Status changed from Fixed - Pushed to Staging to New
- Assignee changed from akhila bs to Soundarya Vembaiyan
Steps to Reproduce:
1. Log in to Laudit with Group Head.
2. Navigate to Relationship from the left-hand menu.
3. Under the Individual, Business, click on Add Relationship.
4. Enter the required details and click Search.
5. Select any group and click Send Request.
6. Log in as a Super User.
7. Navigate to the View Relationship module.
8. Find the recently requested client account, click Action, then click Add Team Member.
9. Observe that Group head appears in the selected list
Group Head has a access in Group level, He has the access to all clients who beling to that group. So Group head name should not appear in the selected list.
same issue applicable for SU also
Super user has access in firm level, If super user sent the relationships request, Super user name should not be listed in the selected list in modify group access
https://drive.google.com/file/d/1_nv64zFCi3tpl1ibeQZHYjBck_M_Angr/view?usp=drive_link
Updated by Soundarya Vembaiyan 19 days ago
- Assignee changed from Soundarya Vembaiyan to Dhineshkumar Muthukumaran
Updated by Dhineshkumar Muthukumaran 18 days ago
- Status changed from New to Fixed - Pushed to Dev
- Assignee changed from Dhineshkumar Muthukumaran to Neela Chinnappa
Updated by Soundarya Vembaiyan 17 days ago
- Status changed from Fixed - Pushed to Dev to Fixed - Pushed to Staging
Updated by Neela Chinnappa 14 days ago
- Status changed from Fixed - Pushed to Staging to Closed