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Objective
The enterprise currency section, allows users to add multiple currencies to the platform. A Super Admin or Admin are the only user types that can do this.
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This will then on a campaign level filter any IO's that do not match the currency set on the campaign.
Assumptions
Requirements
Requirement | User Story | Importance | Jira Issue | Notes | |||||||
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| 1 | Enterprise Currencies | As a super admin or admin user, I should be able to create & edit enterprise currencies on a global level. I should be able to create many currencies globally. I should not be able to delete any currencies I should be able to set a “name” for my currency, specify the “symbol” used and the “rate to base”. Validation should prompt is any of these fields are missing when going to add a new currency to the platform. When adding the first currency to the platform this will automatically be the base currency for the platform. |
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| 2 | Campaign Currency | As a super admin, admin or agency user, I should be able to select the campaign currency for that campaign if more than once currency is added to the platform. When selecting a currency these should be populated in a drop-down menu with all the avaible options. If the campaign currency is different form the base this will utilise the rate to base functionality to populate any financial reporting linked to the campaign. |
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| 3 | Adding IOs | As a super admin, admin or agency user, I should be able to create an IO and select which currency I would like to associate it to if more than once the currency is added to the platform. When adding an IO and there is more then one currency this will populate the drop-down menu with all the avaible options. After the IO has been saved this currency selected cannot edited. |
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| 4 | Campaign Currency IO assignment | As a super admin, admin or agency user, I should be able to specify which currency the campaign will be in. Once the campaign currency is specified I should be able to see a populated list of available IOs in that said currency. Any IOs that do not match the campaign currency should be unselecteable. |
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| 5 | Dashboard and Reports | Th main dashboard should display any financial information using the base currency.
The below reports, should all default back to the base currency on the platform.
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User interaction and design
Open Questions
Question | Answer | Date Answered |
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