Feedback: people unable to click join team email link if they don't already have an account (sign up is hard!)

[allthedoll]

• Customer: MedProdFirm
• Customer contact: n/a
• Feedback details: It looks like most people are getting stuck because they don’t have the account before being added to a team. I would propose we only allow them to add existing users (which prevents this and removes the need for an email link) or we warn them when the user being added to the team doesn’t have an existing account (maybe change the email template to indicate this to the user).

[allthedoll]

💡 Idea

• Admins should be able to add users by username or email, which makes it easier on the user being invited and the admin
  • This parallels how GitHub, GitLab, and Bitbucket operate (familiarity, when available, is nice)
  • Adding users without accounts to teams works the same
  • This doesn't require the admin wait for users to create accounts
  • We can still encourage people to sign up for accounts during their trial/migration timeframe as long as we help them along!
  • Example: At the Department of Veterans Affairs, we used Getting Access to the organization to help people understand the steps to get their accounts set up and accept the invitation to an organization

📝 Notes

• Here is a quick video showing how adding users by email works
  • The user receives an additional confirmation email with a number to confirm the account
  • The user receives a Welcome to GitHub email with getting started activities
  • We can customize these to make sense for our users
  • Complete a profile
  • Set up your computer for AllSpice Hub
  • Learn more about using AllSpice Hub
  • Reviews in AllSpice Hub
  • Why AllSpice Hub reduces time to manufacture and reduces errors
  • Etc