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UI onboarding guidance for users and teams/permissions #5507

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MarkSiedle opened this issue Apr 24, 2019 · 3 comments

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@MarkSiedle
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commented Apr 24, 2019

The enhancement

When you add your first new user in Octopus, it is not clear what you need to do next. We plan to include an information callout at the top of the user edit screen if a user only belongs to the "Everyone" team, to help guide you to the teams and permission setup.

While we are on the teams page, we want to improve UX by removing the expanders here. They provide no value and often cause more UX harm than good in this scenario.

We also plan to rearrange the order of the tabs to follow the summary text. I.e. "This team has 5 members and X permissions". So the order of the tabs should be Members, then User Roles, then Settings.

Mockup

Users page:
screencapture-localhost-5000-octopus-html-2019-04-24-10_40_38

Teams page:
screencapture-localhost-5000-octopus-html-2019-04-24-10_41_36

Links

https://octopusdeploy.slack.com/archives/C80H394RK/p1551998028070900
https://octopusdeploy.slack.com/archives/C80H394RK/p1555975200014300

@MarkSiedle MarkSiedle self-assigned this Apr 24, 2019
@MarkSiedle MarkSiedle changed the title UI onboarding improvements to users and teams UI onboarding guidance for users and teams/permissions Apr 24, 2019
@slewis74

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commented Apr 24, 2019

I think this is a good idea. To determine the actual list of teams a user is in, it is the list of teams they are directly assigned to UNIONed with the list of teams where the external security groups Ids intersect with the user's external security group Ids (that come from the auth providers). Server has code to do this already when working out permissions.

Would probably also be good if the Teams was included on a user's profile page, so they can see which teams they are assigned to.

@MarkSiedle MarkSiedle closed this May 2, 2019
@octoreleasebot octoreleasebot added this to the 2019.5.0 milestone May 2, 2019
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commented May 2, 2019

Release Note: UI improving onboarding for new users and team membership and including a list of teams on the users page

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commented Jul 31, 2019

This thread has been automatically locked since there has not been any recent activity after it was closed. If you think you've found a related issue, please contact our support team so we can triage your issue, and make sure it's handled appropriately.

@lock lock bot locked as resolved and limited conversation to collaborators Jul 31, 2019
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