Updating our user invite flow

Inviting a user to Sisu

The goals of this project were to:

  • Consolidate the various requirements of an active or deactivated user within an organization (Invite, re-activate, delete)

  • Enable bulk uploading of email addresses along

  • Enable bulk editing, removal, and changes to email addresses

  • Create an admin view to control permissions and roles for invitees

  • Bring in more context for the user so the would have a better understanding of what could happen to any user at any time, if they were to make any changes

I inherited this project from a designer on the team and continued to iterate and make improvements in the flow while managing and working on several other projects.

Admin view: Member management screen

Exploration 1: handling bulk uploading of email addresses using chips to for easy removal of email addresses. This exploration also includes a view of the system identifying and highlighting duplicative email addresses to enable easier discovery of redundant content.

Exploration 2: handling bulk uploading of email addresses using a different approach where each email address has its own set of controls to edit, restore or delete the object. This option includes a search bar to enable a faster way to find and include a specific email address.

User feedback exploration 1: Using a toast to communicate user deletion/addition/deactivation

Exploration 2: Using a banner to communicate user deletion/addition/deactivation

This project was ultimately put on hold due to shifting priorities and focusing on the integration with Looker.