EE: Team & Channel Management Enhancements

Target release	Phase I - Q2 2020 Phase II - Q3 2020
Epic Phase I	MM-19335: Team & Channel Lists with Member ManagementClosed
Epic Phase II	MM-25342: Team & Channel Lists (Filters & Channel Archiving)Closed
Edition	E20
Document status	99%

Document owner	@Dennis Kittrell (Deactivated)
Designer	@Michael Gamble (Deactivated)
Tech lead	@Scott Bishel
Technical writers	@Justine Geffen (Deactivated)
QA	@Rohitesh Gupta (Deactivated)
OKR	Improve Team/Channel Administration
Request (CR)	https://mattermost.atlassian.net/browse/CR-204 https://mattermost.atlassian.net/browse/CR-521 https://mattermost.atlassian.net/browse/CR-175
Request (other)
Design Spec	Figma (Spec doc coming soon - cc: @Michael Gamble (Deactivated))
Technical Spec	coming soon - cc: @Farhan Munshi (Deactivated)
Test Plan	MM-R240

Objective

Add standalone team and channel management pages to all editions of Mattermost for the purpose of enhancing the administrative experience of finding & managing teams and channels. This includes viewing and managing members within those teams and channels.

Background

Administrator requests for simplified user/team/channel management are frequent and are often a consistent pain point. Much of the groundwork has already been done as the early pages were created as part of the LDAP Group Sync feature.

Success metrics

Goal	Metric

Goal	Metric
Build valuable team, channel, and user management functionality within the system console.	75% of customers who requested this feature confirm that this solved their problem/fulfilled their request 50% of System admins using the correct version and have telemetry enabled use the feature within the first 30 days

User Scenarios (System Console)

System Administrator intends to quickly locate and edit team settings and members (including promotion/demotion of team admins and removal of members)
System Administrator intends to quickly locate and edit channel settings or members (including promotion/demotion of channel admins)
System Administrator intends to quickly locate and archive a channel
System Administrator intends to quickly locate archived channels and unarchive them

Assumptions

Many of our customers will need to support servers with hundreds of teams
Member list (user grid) will use a common component
System admins are going delegate much of this work to lower level admins in the future

Timeline

Design

Develop

Prototype Validating

Hi Fidelity designs

iOS App

Android

Phase I Development

QA

Documentation

Phase II Development

QA

Documentation

Areas Touched

System Console
- Channel Configuration page
- Team Configuration page
- Permissions
Common Components (user grid)

Requirements

	Requirement	User Story	Importance	Phase	Design Ticket	Dev Ticket

	Requirement	User Story	Importance	Phase	Design Ticket	Dev Ticket
1	Make pages available for Team, E0 & E10 editions Launching in E20 only	As an admin, I want the ability to manage teams and channels regardless of whether I have upgraded to E20 yet so that I can better manage my users.		N/A	N/A	N/A
2	Members list and management in channel config page	As an admin, I want the ability to view and manage (including promote/demote) all channel members on the channel configuration page, so that I can manage my users more efficiently.	HIGH	Phase I	MM-14912: Admin console > channel detail view > "Channel Members" blockClosed	MM-14912: Admin console > channel detail view > "Channel Members" blockClosed
3	Members list and management on team config page	As an admin, I want the ability to view and manage (including promote/demote) all members within a team on the team configuration page, so that I can manage my users more efficiently.	HIGH	Phase I	MM-14906: Admin console > team detail view > "Team Members" blockClosed	MM-14906: Admin console > team detail view > "Team Members" blockClosed
4	Ability for system admin to promote and demote admins (both team and channel) via system console	As an admin, I want the ability to promote and demote team and channel admins via the system console, so that I can more easily oversee the management of my server.	HIGH	Phase I	MM-14906: Admin console > team detail view > "Team Members" blockClosed	MM-22654: Have the ability for system admin to promote and demote channel admins via system consoleClosed
5	Ability for system admin to remove members from a team or channel via system console	As an admin, I want the ability to remove members from a team or channel via the system console, so that I can more easily oversee the management of my server.	HIGH	Phase I	MM-14906: Admin console > team detail view > "Team Members" blockClosed
6	Identify guests on members list on channel config page		Medium	Phase I	design TBD @Michael Gamble (Deactivated) to add
7	Add channel search filters to channel listing page: private/public archived group synced/manual invite Filter by team	As an admin, I want the ability to filter channels by private, public, archived, whether or not the channel is group synced, and filter by team so that I can better organize and filter my many channels.	HIGH	Phase II	Figma @Michael Gamble (Deactivated) to add ticket when ready	MM-26824: Apply Filter Component to Channels ListingClosed
8	Member filter for members list on team config page Member Team Admin System Admin	As an admin, I want the ability to filter team members, team admins and system admins within the channel configuration page, so that I can find and manage elevated members more quickly.	Medium	Phase II	MM-21403: Team Member listing pageClosed	MM-25265: Apply Filter Component UserGridsClosed
9	Member filter for members list on channel config page Member Channel Admin System Admin	As an admin, I want the ability to filter channel members, channel admins and system admins within the channel configuration page, so that I can find and manage elevated members more quickly.	Medium	Phase II	https://mattermost.atlassian.net/browse/MM-21407	MM-25265: Apply Filter Component UserGridsClosed
10	Archive and unarchive channels from the channel configuration page	As an admin, I want the ability to archive/unarchive via the system console, so that I can better manage my server.	HIGH	Phase II	Design is done, no ticket exists
11	Avoid orphaned channels (channels/teams without an admin)	As an admin, I want to prevent anyone on the system (administrators or members) from leaving a channel or team without an admin, so that someone is always in control of a channel.	LOW	Phase II	https://mattermost.atlassian.net/browse/MM-23625
12	Telemetry We need to track the following events: Count of members added via team config page Count of members removed via team config page Count of members elevated to team admin via team config page Count of members added via channel config page Count of members removed via channel config page Count of members elevated to channel admin via channel config page Count of search events for each filter (both team/channel pages) Count of channels archived via the channel config page Count of channels unarchived		Medium	Phase II	N/A	https://mattermost.atlassian.net/browse/MM-27249

Open Questions

Question	Answer	Date Answered

Question	Answer	Date Answered
How will we maintain draft state on members list co-existing on the same page as groups list?	We will only show current members and current groups.	Apr 28, 2020
What is the value of identifying system admins on members lists?	It is agreed that it’s important to see who has supreme authority within the channel	Apr 16, 2020
Should we allow elevation of guests to members in the context of members list?	This should be an explicit intent for security and licensing reasons. This should only be possible from users page.	Apr 30, 2020

Out of Scope

Identify idle channels and teams
Ability to add members to a channel
Ability to add members to a team
Bulk user management options within member grid
Identify/manage guests from team members block

Enterprise