User / Member

Member account entity with profile and authentication fields

Member account entity with profile and authentication fields

The core entity representing member accounts in the system.

Fields

Member Profile Field Registry (from workspace/sources/entity-registry.csv)

Field	Input Type	Required	Notes
First Name	Text	Required	model: firstName, rel: string
Last Name	Text	Required	model: lastName, rel: string
Bio Description	WYSIWYG (Textarea)	Not Required	model: bio, rel: text
Date of Birth	Date	Required	model: dateOfBirth, rel: date
Membership ID	Number	Required	Automatically Generated; model: membership, rel: OneToMany UserMembership
CRM ID	Number	Required	Generated and locked to the CRM if it’s connected
Accounting ID	Number	Required	Generated and locked to the accounting software if it’s connected
Email	Email	Required	model: user.email
Contact Number	Number	Required	model: contactNumber
Mobile	Number	Required	model: mobile
Company	Text	Required	model: company
Company Contact Number	Text	Required	-
Company Address	Text	Required	-
Position	Text	Required	model: position
Gender	Select	Required	Options are: Male, Female, Other, Not Specified; model: gender
Address	Text	Required	model: address
City	Text	Required	model: city
LinkedIn URL	URL	Not Required	model: linkedinUrl
Website URL	URL	Not Required	model: websiteUrl
Postcode	Number	Required	model: postcode
State	Select	Required	model: state
Country	Select	Required	model: country
Interested In	Multi-select	Required	Allows the member to select all the types of categories they’re interested in
Events Interested In	Multi-select	Required	Allows the member to select types of events they’re interested in (eg. on-demand, online, conferences)
Make Profile Public	True / False	Required	Required so that their name is searchable in the business directory
Display Personal or Company Details	Select	Required	If “true” is selected above, it’ll prompt the user to choose the company or user details to show
User Register Date	Date	Required	Date they registered the account; model: memberProfile.registrationDate
Branch	Select	Required	Selects the main region / branch they’re part of; model: client, rel: ManyToOne ClientProfile
Enquiry ID	Number	Required	For all enquiries submitted through the business directory
Enquiry Date	Date	Required	Date of the enquiry submission
Enquiry Name	Number	Required	-
Enquiry Email	Email	Required	-
Enquiry Contact Number	Text	Required	-
Enquiry Message	Text	Required	-
Membership Plan	Selector	Required	Pull through a list of membership plan entities
Membership Registration Date	Date	Required	-
Membership Expiry Date	Date	Required	Must be a setting that creates a “grace period” in the system which is automatically applied to a membership expiry date
Membership Status	Selector	Required	Automatically set based on membership plan but can be manually changed by the administrator
List of courses	Datatable	-	These need the ability to edit the entry and add an extra element here
List of events	Datatable	-	These need the ability to edit the entry and add an extra element here
CPD Points	Datatable	-	These need the ability to edit the entry and add an extra element here
Transactions	Datatable	-	These need the ability to edit the entry and add an extra element here
Support Tickets	Datatable	-	These need the ability to edit the entry and add an extra element here
Members	Datatable	-	This only displays if they are group admin
Group ID	Number	Required	Connected to the group members entity
Is Group Admin	True / False	Required	-
Company Address	Text	Required	Use Google Maps to pull through addresses and save long/lat details
Company Contact Number	Number	Required	-
Display Company in directory	True / False	Required	Only available if they are the group admin

User Account Field Registry (from workspace/sources/entity-registry.csv)

Field	Input Type	Required	Notes
User ID	Number	Required	-
User Email	Email	Required	Ties to member email if not admin
User Type	Selector	Required	User Types are: Association Admin, Association Member, Association Sponsor, Association Job Poster - can be one to many, as a member can be a sponsor and job poster as well

Relationships

Relation	Type	Target Entity
membershipPlan	ManyToOne	MembershipPlan
groupMembership	ManyToOne	GroupMembership
tickets	OneToMany	EventTicket
enrollments	OneToMany	CourseEnrollment
cpdRecords	OneToMany	CpdRecord
transactions	OneToMany	PaymentTransaction
supportTickets	OneToMany	SupportTicket

Access Control Notes

• ROLE_CLIENT_USER refers to organization staff in the Client Portal (limited permissions) — not association members.
• Association members update their own details via the Member Portal.
• Some workflows require ROLE_CLIENT_USER to update non-sensitive member profile fields (while ROLE_CLIENT_ADMIN retains full management permissions).

API Resource

#[ApiResource(
    operations: [
        new GetCollection(security: "is_granted('ROLE_CLIENT_USER')"),
        new Post(security: "is_granted('ROLE_CLIENT_ADMIN')"),
        new Get(security: "is_granted('ROLE_CLIENT_USER')"),
        new Put(security: "is_granted('ROLE_CLIENT_ADMIN') or is_granted('ROLE_CLIENT_USER')"),
        new Delete(security: "is_granted('ROLE_CLIENT_ADMIN')"),
    ],
    paginationItemsPerPage: 30
)]

Validation Rules

• Email must be valid format and unique
• Password minimum 8 characters (when not SSO)
• Status must be valid enum value
• First name and last name required

Features

User / Member

Acceptance Criteria

Frontend

• Admin/client UI can view and manage User / Member records where applicable.

Backend / API

• CRUD operations exist for User / Member (create, read, update, delete/archive).

Permissions

• Access is restricted to appropriate roles (tenant-scoped).

Business Rules

• Fields and relationships documented on this page are enforced for User / Member.

Error Handling

• Invalid payloads return field-level validation errors.