Step 1:

  • ADD ORGANIZATION = ADD YOUR ORGANIZATION
  • Organization’s Name = Your Organization’s Name
  • Organization’s CloneDesk URL = Your Organization’s CloneDesk URL

Step 2:

  • ADD PROJECT = ADD A PROJECT TO YOUR ORGANISATION
  • Name = Project

Step 3:

  • ADD NEW USER IN TEST NEU = ADD NEW USER IN YOUR ORGANISATION “[ORG NAME]”
  • Organization Role = User’s Organization Role
  • Project Roles = User’s Project Roles
  • Channel Roles = User’s Channel Roles
  • Users with channel access is considered for automatic task distribution and can view the channel from the left side menu. = Every task has to be at least in one specific channel. Only users with channel access can see the task and be assigned to it. If tasks are assigned automatically, only users with channel access are considered.
  • Add text for “default” and “no access” roles (https://www.screencast.com/t/xwbRsCze)
  • improve speed of adding a user

Step 1, 2, 3

  • Add “spinner button” to save button, so user knows that something is happening

All steps

  • let the user click on the previous steps to go back

Step 4

  • improve complete look of the page: Add icons for each of the three options