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04/27 Updated customer invitation allow customer to create username & password 3

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nngo
2026-04-27 14:56:41 -04:00
parent 19fe1d8328
commit c31f08dbcc
4 changed files with 78 additions and 143 deletions
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app/templates/customers/invite.html
+10 -37
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@@ -14,8 +14,9 @@
<div class="card-body">
<p class="text-muted mb-4" style="font-size:.9rem;">
Enter the customer's details and set their login credentials.
The account will be active immediately.
Enter the customer's name and email address. An invitation email will be
sent automatically with a secure link where they can choose their own
username and password. The account will be activated once they complete that step.
</p>
<form method="POST">
@@ -30,50 +31,22 @@
{% endfor %}
</div>
<div class="mb-3">
<div class="mb-4">
{{ form.email.label(class="form-label fw-semibold") }}
{{ form.email(class="form-control" + (" is-invalid" if form.email.errors else ""),
placeholder="jane@example.com") }}
{% for error in form.email.errors %}
<div class="invalid-feedback">{{ error }}</div>
{% endfor %}
</div>
<div class="mb-3">
{{ form.username.label(class="form-label fw-semibold") }}
{{ form.username(class="form-control" + (" is-invalid" if form.username.errors else ""),
placeholder="e.g. jsmith") }}
{% for error in form.username.errors %}
<div class="invalid-feedback">{{ error }}</div>
{% endfor %}
<div class="form-text">
<i class="bi bi-person me-1"></i>
Used to log in. Lowercase letters, numbers, dots, hyphens, and underscores only.
<i class="bi bi-envelope me-1"></i>
An invitation email with an account setup link will be sent to this address.
</div>
</div>
<div class="mb-3">
{{ form.password.label(class="form-label fw-semibold") }}
{{ form.password(class="form-control" + (" is-invalid" if form.password.errors else ""),
autocomplete="new-password") }}
{% for error in form.password.errors %}
<div class="invalid-feedback">{{ error }}</div>
{% endfor %}
<div class="form-text">Minimum 8 characters.</div>
</div>
<div class="mb-4">
{{ form.confirm_password.label(class="form-label fw-semibold") }}
{{ form.confirm_password(class="form-control" + (" is-invalid" if form.confirm_password.errors else ""),
autocomplete="new-password") }}
{% for error in form.confirm_password.errors %}
<div class="invalid-feedback">{{ error }}</div>
{% endfor %}
</div>
<div class="d-flex gap-2">
<button type="submit" class="btn btn-primary">
<i class="bi bi-person-check me-1"></i>Create Account
<i class="bi bi-send me-1"></i>Create &amp; Send Invitation
</button>
<a href="{{ url_for('customers.index') }}" class="btn btn-outline-secondary">
<i class="bi bi-x-circle me-1"></i>Cancel
@@ -90,9 +63,9 @@
<strong>What happens next:</strong>
</p>
<ol class="mb-0 ps-3" style="font-size:.8rem; color:#555;">
<li>The account is created immediately and the customer can log in right away.</li>
<li>A welcome email is sent to the customer with a link to the login page.</li>
<li>Assign the customer to Contracts or Facilities from their profile page.</li>
<li>An invitation email is sent to the customer with a secure 72-hour link.</li>
<li>The customer clicks the link and chooses their own username and password.</li>
<li>The account becomes fully active and they can log in immediately.</li>
</ol>
</div>
</div>