Use Cases Overview
User personas and testing scenarios for Flexible Team Share.
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