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Account suspension deactivation withdrawal » History » Version 3

Tom Clegg, 08/31/2011 09:47 PM

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h1. Account suspension, deactivation, withdrawal -- desired behavior
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h2. Clarify definitions/implications of various states participants can be in.
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*Active* users are enrolled and
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* were enrolled less than 4 months ago; _or_
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* have submitted enough safety questionnaires recently, i.e.,
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** submitted one SQ in the last 4 months; _or_
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** submitted three SQs in the last 12 months.
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* note: this can still result in: Jan1-enroll, Apr1-SQ, Aug1-deactivate.
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*Not active* = *deactivated*.
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*Deactivated* users cannot "access" their accounts.  The word "deactivation" is defined in the consent doc.  Specifically, they:
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* _can_ log in
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* _can_ change their email addresses
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* _can (?)_ change their designated proxy, shipping address, (?)
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* _cannot_ upload genetic data
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* _cannot_ alter their public profiles
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*Suspended* users are not included in public data releases (e.g., the list of public profiles).  Users can become suspended by:
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* manual intervention by admin
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* withdrawing and selecting "remove profile data"
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*Withdrawn* users are deactivated _and_:
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* _cannot_ change and _do not see_ their designated proxy, shipping address, ...
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* _cannot_ be self-reactivated by filling in SQs etc
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* _can_ be reactivated by an admin (e.g., after a forged or accidental withdrawal)
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* are not necessarily suspended (only if they ask for data removal)
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h2. Help participants understand what to expect.
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* A suspended user's home page should specify very clearly what "not in public data release" means.
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* A deactivated user's home page should explain why (and how) email address etc. can still be updated; hide all stuff that can't be changed; and, if the account is not suspended, provide a link to the public profile page.
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* It should be clear why/when your account was deactivated, reactivated, etc.
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* Active users should receive a visual cue about "active"ness
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h2. Encourage researchers/browsers to look at "active" participants
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* Display "active PGP participant" indicator, in glowing green pulsating aura or whatever, on public profile pages
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* Allow browsing of both "active" and "inactive" public profiles, but make "active" the default choice
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h2. Rules for email contact
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Currently, Jason pulls email lists out of Tapestry using whichever criteria are appropriate for the message at hand.
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Tapestry also needs to know whether it's appropriate to send email to a given participant/user.  Examples:
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* users deactivated for SQ-lapse should still get SQ reminders
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* ...but should not(?) receive other participant communications
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* users deactivated by admins should not receive SQ reminders
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* deactivated users should(?) be able to send themselves password-reset emails
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* withdrawn users should(?) be able to send themselves password-reset emails
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h2. Use cases to review
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* Auto-deactivate due to SQ lapse
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* Auto-reactivate by submitting SQ
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* Admin suspend+deactivate in response to "please remove my data" email, or PGP decision that participant might not have provided proper consent and review is needed
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* Admin reinstate suspended/deactivated account
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* Participant withdraws without requesting data removal
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* Participant withdraws and requests data removal