localgovdrupal / localgov_microsites

A repository for the LocalGov Drupal Microsites project.
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Helptext: adding users to microsites #78

Closed finnlewis closed 2 years ago

finnlewis commented 2 years ago

I think we're going to need to add help text in a few places.

One bit of admin UX that is immediately confusing is adding a user to a microsite.

We add the site, then go to the 'Users' tab (https://localgov-micro.lndo.site/group/1/members) we see image

But to add a user to the microsite, the controller first needs to create a user at https://localgov-micro.lndo.site/admin/people

So, until this changes, we should add some help text.

For example:

"To add users to the microsite, they must first exist in Drupal. To create new users, go to /admin/people, then return here to assign users to the microsite."

Questions:

  1. Is this inline help text?
  2. Were should this go on the page above?
  3. Can the Tour module help with this?

Any thoughts @msayoung @richard-s-rowley @markconroy ?

msayoung commented 2 years ago

image

msayoung commented 2 years ago

A tour might be fun. just had a play - obviously with better words

image image

msayoung commented 2 years ago

whatcha think @finnlewis ?

finnlewis commented 2 years ago

That looks great @msayoung ! I realise now that the beauty of Tour is that the user gets to see the help text first time (and again later if they want I think?) meaning the help text does not get in the way of day to day UX.

Is it quick enough to whip up a Tour for any given page?

richard-s-rowley commented 2 years ago

@msayoung @finnlewis a Tour is a great idea, as is the help text you added

I think we also need a clear set of instructions somewhere that people can go back to. For now, would the default page work for this? Or another page with a helpful title such as 'Guidance'

msayoung commented 2 years ago

I've added a few placeholder tours, the words are not correct by any means, so could do with some help to get that right.

Also waiting for some of the UI elements to get finalised before pointing to them.

markconroy commented 2 years ago

That's a great idea to use tour module @msayoung

finnlewis commented 2 years ago

I think this is done for now @msayoung - closing, feel free to re-open if needed.