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Invite user instructions #4511

Merged
merged 16 commits into from
Nov 22, 2023
Merged

Invite user instructions #4511

merged 16 commits into from
Nov 22, 2023

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matthewshaver
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What are you changing in this pull request and why?

Creating an instructional page for adding users to dbt Cloud. We have some blurbs about it, but lack actual instructions.

Checklist

Adding new pages (delete if not applicable):

  • Add page to website/sidebars.js
  • Provide a unique filename for the new page

Removing or renaming existing pages (delete if not applicable):

  • Remove page from website/sidebars.js
  • Add an entry website/static/_redirects
  • Run link testing locally with npm run build to update the links that point to the deleted page

@matthewshaver matthewshaver requested a review from a team as a code owner November 20, 2023 18:54
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@matthewshaver matthewshaver marked this pull request as draft November 20, 2023 18:54
@github-actions github-actions bot added content Improvements or additions to content size: small This change will take 1 to 2 days to address Docs team Authored by the Docs team @dbt Labs and removed content Improvements or additions to content labels Nov 20, 2023
@github-actions github-actions bot added size: medium This change will take up to a week to address and removed size: small This change will take 1 to 2 days to address labels Nov 21, 2023
@matthewshaver matthewshaver marked this pull request as ready for review November 21, 2023 21:05
@matthewshaver matthewshaver changed the title [DRAFT] Invite user instructions Invite user instructions Nov 21, 2023
@matthewshaver matthewshaver requested a review from BrJan November 21, 2023 21:06
5. Select the license type for the batch of users from the **License** dropdown.
6. Select the group(s) you would like the invitees to belong to.
7. Click **Send Invitations**.
- If the list of invitees exceeds the number of licenses your account has availabe, you will receive a warning when you click **Send Invitations** and the invitations will not be sent.
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maybe this section can be its own non bulleted line and we can also have subtle guidance for users that exceed their seats and would like to increase that. e.g.:

If the list of invitees exceeds the number of licenses your account has available, you will receive a warning when you click Send Invitations and the invitations will not be sent. Need more licenses? Check out the pricing plan options to upgrade your account.

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@mirnawong1 mirnawong1 left a comment

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looks super good and this is going to be so helpful @matthewshaver ! some feedback/suggestions!


<Tabs>

<TabItem value="Local user">
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what is. a local user?

5. Select the license type for the batch of users from the **License** dropdown.
6. Select the group(s) you would like the invitees to belong to.
7. Click **Send Invitations**.
- If the list of invitees exceeds the number of licenses your account has available, you will receive a warning when you click **Send Invitations** and the invitations will not be sent.
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@mirnawong1 mirnawong1 Nov 22, 2023

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i do wonder if we should have info on how to add more seats or upgrade.

Suggested change
- If the list of invitees exceeds the number of licenses your account has available, you will receive a warning when you click **Send Invitations** and the invitations will not be sent.
If the list of invitees exceeds the number of licenses your account has available, you will receive a warning when you click **Send Invitations** and the invitations will not be sent. Need more licenses? Check out the [pricing plan options](https://www.getdbt.com/pricing) to upgrade your account.

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@mirnawong1 mirnawong1 left a comment

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lgtm and left two non blockers! @matthewshaver

@matthewshaver matthewshaver merged commit f0f002b into current Nov 22, 2023
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@matthewshaver matthewshaver deleted the invite-users branch November 22, 2023 21:01
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2 participants