ENG-9694 - Demo Accounts have Extra Features

- tags :: Jira 15Five Company Account Management

- source :: https://15five-dev.atlassian.net/plugins/servlet/mobile#issue/ENG-9649

- related :: ENG-8847

Description

#+BEGIN_QUOTE markdown

From a conversation with Colin Powell, I understand that recently demo accounts

(and in fact all trial accounts) are supposed to be created with Basic access.

On testing, it looks like demo accounts are being created with quite a few extra

features (including Objectives).

The demo account tool is using the `ResetForm` and when we call

`ResetForm.save()` it calls the function `create_dev_company`, which creates a

company with 'default features'

(https://github.com/15five/fifteen5/blob/dev/ff/mods/dev_company/reset.py#L42)

rather than Basic features.

#+END_QUOTE

Comments

Harry Kaplowitz

Paging Kelsey Cassady-Nyheim

Kelsey Cassady-Nyheim

Colin Powell can you share that context with me? This change will impact RevOrg and some of our customers, so it isn’t as simple as making this change.

Harry Kaplowitz

Sorry that’s my fault for not sharing the needed context. So RevOrg made the decision last month to have all TRIAL accounts inherit the Basic plan. We never made any decisions about demo accounts. And for what it’s worth, I do think the default demo experience should be the Plus plan. But the issue here is that when you apply the Basic plan to demo accounts, lots of Plus features still persist when they shouldn’t.

Kelsey Cassady-Nyheim

Got it, thanks Harry Kaplowitz. Is there a use case that I’m missing for needing a demo account on Basic? Also, what’s the priority here?

Colin Powell

Thanks for jumping in Kelsey Cassady-Nyheim ! I am sadly not as well acquainted with how demo accounts are used through out 15Five as I should be.

Currently, as noted in the report on this ticket, the changes to trials has not affected demo accounts.

Jon Hansen and I talked a bit more about this, and the best strategy may be to introduce an optional “features” settings for demo accounts. Leaving the current setup as the default, but allowing folks to set a new demo account up as either a Basic or Plus trial. That would not disrupt RevOrg, but would allow developers to quickly test accounts with Basic or Trial feature sets.

Does that reflect our conversation accurately, Jon?