Bug #5292
openView Relationships [Temporary Clients ] - Add Team member - View Relationship - Add Team Member: Member Who creates temporary client is Automatically Selected in Add Team Members.
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Description
Summary:
When a Team Member (TM) who belongs to both Group A and Group B, creates the account for temporary client, 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
2. Navigate to Matters from the left-hand menu.
3. Click on Create
4. Select Legal / General
5. Fill the mandatory fields and click on Next
6. Search the name in search bar [Temporary client form opens]
7. Fill all the fields
8. Click on Add as temporary and click on next and select groups
9. Don't select the TM and documents
10. Click on submit [Matter is created]
11. Login the lauditor with Super User
12. Navigate to the Relationships module
13. Click on View Relationships - Temporary clients tab
14. Select the recently created temporary client name
15. Click Add Team member under action
Observe that the member who originally creates the temporary client is not automatically listed in the Selected List by default.
Their name should automatically be displayed in the selected list
Note: This issue applicable for Team members only Not applicable for Group Head and Super user account.
https://drive.google.com/file/d/1zq-gNzo_f20WQyBTxHb8KYSVxUZANGGz/view?usp=drive_link
Note: Create Matter - while creating a matter with temporary clients from team member account, Matters should be listed in their accounts. But matters is not listed in their accounts.