grafana / grafana

The open and composable observability and data visualization platform. Visualize metrics, logs, and traces from multiple sources like Prometheus, Loki, Elasticsearch, InfluxDB, Postgres and many more.
https://grafana.com
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Task: Invite user functionality research #95186

Open natydej opened 1 month ago

natydej commented 1 month ago

Goal

Part of the redesign sharing flow, is that we want to increase adoption and get more users to Grafana.

Document

Why

There are so many ways to get new users in Grafana, one of them could be by the "Invite user" flow. We need to understand correctly how this feature works in order to add it in our share flow from dashboards.

Questions we need to answer

Understanding the functionality:

  1. How does the current "Invite User" feature work?
    • How to enable it?
    • What are the specific steps a user goes through to invite another person to Grafana?
  2. What user roles and permissions are required to use the "Invite User" feature?
    • Are there restrictions based on user role (admin, editor, viewer) when inviting new users?
    • Who can invite?
  3. What happens after an invitation is sent?
    • What is the experience for the invited user? Is there an email confirmation, and what does the onboarding process look like?
  4. Can users be invited to specific dashboards, teams, or organizations?
    • Does the invitee automatically get access to certain resources (dashboards, data sources, etc.), or is there a manual assignment of permissions?
    • What does this invite give access to, the stack or just Grafana Instance?
    • What kind of user is created, do we charge for it?

Customization and scalability:

  1. Can the invite process be customized (e.g., personalized invitation messages, automatic role assignments)?
    • Is it possible to customize the invite email, and can admins pre-assign roles or permissions during the invite process?
  2. What happens if a user doesn’t respond to an invite?
    • Are there reminders sent to unaccepted invites? Does the invite expire, and if so, after how long?

Metrics and user adoption:

  1. How many users typically accept invites?
    • Are there any metrics available on how often invited users sign up and become active in Grafana?
  2. What metrics or success criteria are used to evaluate the "Invite User" feature?
    • Are there key performance indicators (KPIs) for measuring how effectively this feature drives user growth?
  3. Is there feedback from users on what could improve the invitation process?
    • Have you received feature requests or suggestions related to the invite process?
natydej commented 1 month ago

Doc to follow up those questions for the research