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[FEATURE] Enable cloning of payment methods #1842

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muditbhutani opened this issue Dec 3, 2024 · 0 comments · May be fixed by #1875
Open

[FEATURE] Enable cloning of payment methods #1842

muditbhutani opened this issue Dec 3, 2024 · 0 comments · May be fixed by #1875
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@muditbhutani
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muditbhutani commented Dec 3, 2024

Objective
Allow users who have multiple profiles to clone payment method selections and settings from one profile to another. This will save time in setup and configuration for users with multiple profiles

Features

  1. Cloning will only work for profiles present in the same merchant account that is selected in the dashboard at any moment
  2. In /dashboard/connectors at the end we will introduce a new column called Actions. The row will have a duplicate icon and say "Clone"
  3. Clicking on this icon will open a popup that will inform user along with this messaging:
  • Select target profile where you want to clone the payment methods and their settings
  • During selection the user should see dashboard in the background at a reduced opacity
  • Post cloning is complete user will land on step 1 of connector setup where there will be a dialog informing the user "Payment methods have been cloned to this profile and will reflect in and will reflect in "Step 2 Payment Methods" of this setup
  • The above message should only reflect when the payment methods have been cloned from another profile

Sample UI:
Screenshot 2024-12-03 at 2 41 08 PM

Screenshot 2024-12-03 at 2 41 18 PM
@gitanjli525 gitanjli525 self-assigned this Dec 6, 2024
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