This is a follow up to a my post from yesterday.
When I invite a non employee to be a part of a P2 the experience of joining the team could and I will say should be better or more seamless. The current experience is a hinderance to allowing P2 to scale.
I am focusing on non employee teams because it is more voluntary. I have better access to an employee team member and help with the onboarding and require they be a part of a Project P2.
There are three types of people we need to onboard to a P2.
- Does not have a WordPress Account and needs to create one.
- Has a WordPress Account and can use this account join the P2.
- Has a WordPress Account and should create a different one to join the P2.
Before I get into a discussion of the 3 here is an observation. I am guessing most of us who have been using WordPress for several years have no idea what the current experience is for someone who wants to create a WordPress account. This is kind of critical to know so you can help people. I also think P2 should offer a way to set up a WordPress account through a P2 portal to provide a different experience. So getting back to my 3 types of people.
- For the person who is asked to join a private P2 it can be an awkward first few steps. First they are asked to create a WP account with a unique user name. If Mary knows the 10 member group she is joining she is not really going to understand why she has to be Mary463542 when there is no other Mary in the group. It is not clear she is setting up a unique name for all of WordPress. The other difficulty I see with signing up for a WP account is it pushes the person to start their first website or blog. This is confusing. Mary just wanted to join the group. For P2 Mary should be able to simply set up her WP account and join the P2. Make it easier – user experience.
- This is pretty easy for someone who has a WP account but it is possible they only have one website and it is a basic free account. They might not be aware they can join using the existing account. They might not understand the function of their WP ID (name).
- There are times where a person who has a WP account should set up a new one. They need to be walked through this.
Conclusion (and keep in mind I am only on my first cup of coffee) – The onboarding page should explain the need to have a WP account to join the private P2 with three choices to start.
1 – I do not have a WP account and would like to set one up. (But don’t make them think they are creating a website)
2 – I already have a WP account and want to join using this one. (Give instructions about how to proceed)
3 – I already have a WP but want to set up another one. (Goes back to the number 1 experience)
Everything WP does is set up to make it easy for people to create a website but this is not the goal of a person joining a P2 so it has to be different. Hope this makes some sense. And again I apologize for lack of coffee and for length. My thanks to the entire team and for your contributions. @jonburke