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Local Bloom User Set-Up Guide

Creating local Bloom users is required for testing full functionality of Bloom and running local Cypress tests. Here are the types of Bloom users:

  • Public User (default)
  • Super Admin (public user with enhanced permissions)
  • Partner Admin (partner user with enhanced permissions)
  • Partner User (public user created through one of our partner programs)

Prerequisites

  • Backend is running, and database populated with test data.
  • Frontend is runnning.
  • You have manual access to your database, either through the postgres command line or database manager, like PGAdmin.

Create Public User:

Run the app locally, from the home "/" page, navigate to "Getting Started with Bloom" to sign up as a new user.

You can verify this user was created in the database by running a query such as:

SELECT * from public."user" users where users."email" = '[insert email]'

Create Super Admin:

  • Create a public user account (or use one you already have).
  • Go into the database and grant super admin permissions. You do this by changing the isSuperAdmin column to true on that user. You can do this with a query statement such as
UPDATE public."user" users SET "isSuperAdmin" = true WHERE users."email"='[insert email here]'

Create Partner Admin:

Prerequisites

  • Existing super admin user account.

Steps

  • Log into bloom with the super admin account
  • Navigate to /admin/dashboard
  • Create partner users using the form:
    • Important: Make sure the emails are aliases of your own email. You need access to this email to create partner admin passwords. For example, if my email was 'test@chayn.co', I need to make accounts with emails test+bumblepartneradmin@chayn.co, test+badoopartneradmin@chayn.co. You will need to reset the password through the UI as Firebase provides a random password for you.
  • Set password:
    • Reset the passwords for both partner admin accounts. Navigate to localhost:3000/auth/login in the frontend UI. Click on the password reset button and reset both passwords by following the email instructions.

Create Partner User:

Method 1. Use a partner admin

  • Go to Navigate to /partner-admin/create-access-code
  • Create an access code - you need to select the level of access. For example, select therapy if you want the user who receives this code to have access to therapy
  • Save this access code to use later.
  • Create a new account e.g. test+2@chayn.co.
  • In the top right corner you should see a profile icon. Click on it and you should see the option to “apply a code”.
  • Proceed to apply to code to your account.
  • If you have therapy access on that code, you should be able to see “Therapy” option in the nav bar

Method 2: Manual entry into the database

  • Create a generic public user by going to the homepage and creating an account. You can re-use an existing public user if you have one already.
  • Get the userId of the user by going into the database.
SELECT * from public."user" users where users."email" = '[insert email]'
  • Get the partnerId of a partner by going into the database. A partner that should be in your database, if it was restored from the db dump, is ‘Bumble’
SELECT * from public."partner" partners where partners."name" = '[insert name - case sensitive]'
  • Insert a partner access code for the selected user.
INSERT INTO public."partner_access"
("userId", "partnerAdminId", "partnerId", "featureLiveChat", "featureTherapy", "therapySessionsRemaining", "therapySessionsRedeemed", "active", "accessCode")
VALUES ('[insert user id]', null, '[insert partner id]', true, true, 6, 0, true, '[any six char code e.g. ABC123]')
  • Log in as that user and see if “Therapy” is available in the nav bar.