Skip to content

CREATE_ADVISOR_ACCOUNT.md

Latest commit

 

History

History
112 lines (73 loc) · 2.88 KB

CREATE_ADVISOR_ACCOUNT.md

File metadata and controls

112 lines (73 loc) · 2.88 KB
Raw

How to Create an Advisor Test Account

There are two ways to create an advisor account:

Method 1: Update Existing User (Recommended)

If you already have a user account in the system:

  1. Sign in to the application at least once (so your user account exists in the database)

  2. Run the script to set your role to advisor:

    npx tsx scripts/set-user-role.ts your-email@example.com advisor

  3. Sign out and sign back in to refresh your session with the new role

  4. Verify you can see the Reviews page in the navigation

Method 2: Direct Database Update

If you prefer to update the database directly:

Using SQL:

-- Find your user
SELECT id, email, name, role, tenant_id
FROM users
WHERE email = 'your-email@example.com';

-- Update your role to advisor
UPDATE users
SET role = 'advisor'
WHERE email = 'your-email@example.com';

-- Verify the update
SELECT id, email, name, role
FROM users
WHERE email = 'your-email@example.com';

Using Prisma Studio:

  1. Run npx prisma studio
  2. Navigate to the User model
  3. Find your user by email
  4. Edit the role field and set it to "advisor"
  5. Save

Method 3: Create New Test User

If you want to create a completely new test user:

  1. Sign in with a new email address (via Azure AD)

    • The user will be automatically created with role "family_member"

  2. Update the role using Method 1 or Method 2 above

Verify Advisor Access

After setting your role to advisor:

  1. Sign out and sign back in

  2. Check the Reviews page - you should see:

    • All pending reviews (not just your own)
    • Approve/Reject/Request Changes buttons on pending reviews
    • Review actions should work

  3. Check the Header - you should see the "Reviews" navigation link

Troubleshooting

"User not found" error

  • Make sure you've signed in at least once
  • Check that your email matches exactly (case-sensitive)
  • Verify the user exists: npx tsx scripts/list-tenants.ts (if it shows users)

Role not updating after sign in/out

  • Clear your browser cookies/session
  • Try signing out completely and signing back in
  • Check the database to verify the role was actually updated

Still can't see Reviews page

  • Verify your role in the database: SELECT email, role FROM users WHERE email = 'your-email@example.com'
  • Check that the role is exactly "advisor" (not "Advisor" or "ADVISOR")
  • Make sure you're looking at the correct tenant (if multi-tenant)

Quick Reference

# Set your role to advisor
npx tsx scripts/set-user-role.ts your-email@example.com advisor

# Set role back to regular user
npx tsx scripts/set-user-role.ts your-email@example.com family_member

# Set role to trustee
npx tsx scripts/set-user-role.ts your-email@example.com trustee

Valid Roles

  • family_member - Regular user (default)
  • trustee - Trustee role
  • advisor - Advisor role (can review content)