Use Cases Overview

This section describes the main user paths and key features of Flexible Team Share. It serves as a guide for reviewers during application testing.

User Personas

Persona	Profile	Permissions
Admin	System Administrator	FTS_App_Access + FTS_Data_Access
Manager	Sales Manager / Team Lead	FTS_Data_Access
User	Standard User	FTS_Data_Access

Use Case Map

Category	Use Cases	Persona
Initial Setup	Object configuration, component setup, scheduled jobs, display configuration	Admin
Manage Team	Add, edit, remove team members, view team, temporary access, owner sync	Manager, User
Admin Tasks	Permission verification, deactivation, manual cleanup	Admin

Testing Checklist Summary

Functional Tests

• [ ] Add team member (all access levels)
• [ ] Edit team member (change access, role, end date)
• [ ] Delete team member
• [ ] View team members as Manager
• [ ] View team members as User (read-only)
• [ ] Object configuration (add/edit/delete)
• [ ] Scheduled job management
• [ ] Manual cleanup execution

Security Tests

• [ ] No access without permission set
• [ ] Users cannot edit others’ teams (unless Manager)
• [ ] Share records created with correct access level
• [ ] Share records deleted when member removed
• [ ] Validation rules enforced (end date)

UI Configuration Tests

• [ ] Custom card title displayed correctly
• [ ] Display limit (Max Displayed Members) respected
• [ ] “Show X more” / “Show less” toggle works
• [ ] Limit = 0 shows all members
• [ ] Owner always first in collapsed view

Edge Cases

• [ ] Duplicate team member rejection
• [ ] Past end date rejection
• [ ] Maximum limit reached
• [ ] Object not configured warning
• [ ] User not found in lookup