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Analyse and improve the experience of inviting users to GitLab.com

This issue focuses on the mechanics of inviting team members. We'll look into what motivates users to invite members, when they do it and how we can increase that separately, as part of the main epic.


User journey map of the current invitation process (inviter and invitee)

19875840-98a5-4d56-a8fc-c54a4b0ee4c3

Mural

Recommendations for improvements to the process:

Prefill the email input on sign-in / sign up pages

This makes it just a bit easier to complete the process as it's one less filed to fill in and it also ensures that the correct email is used (the one that was invited)

Move the Members section from settings to the side nav for projects

Groups have the Members section in the side navigation, projects don't. For projects, a user needs to navigate to Settings > Members which is inconsistent and confusing. Moving it to the side nav will make it consistent with groups but also a bit easier to discover.

Remove the second prompt to accept or decline an invitation

After the user already clicked "Accept" in the invitation email, they first need to sign up or sign in. After that, we currently ask them to accept/decline the invitation again:

Can we remove this second prompt as it adds confusion and doubles the amount of work for the invitee?

Move the invitation form into a modal and create a component that can then be consistently used throughout the app

The current invitation form is embedded into the Members page:

Moving it into a modal that is then shown after clicking a button "Add members" on this page, would also allow us to reuse the modal component on other pages and would give us the flexibility to add the option to invite members to other processes:

  • Assigning issues/MRs, if the user doesn't exist, invite them (like creating labels from the dropdown)
  • Experiment with adding the "Add members" to empty state screens for features that are fundamental for collaboration

This way, the admin/owner of a group could add members without leaving the flow they're in at the moment.

Quick mockup:

image

Edited by Matej Latin