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Created by Guest
Created on Dec 2, 2025

Improve invited user initial experience

What is the challenge?

  • After accepting an invite, the My work view appears. The My work page is often empty with no clear guidance on what to do next.

  • When only some record types are in use (e.g. only features), the first several top‑level tabs and many views appear empty, which feels broken or misconfigured.

  • It is not clear to a new user that the workspace may need to be changed to access existing data/views.

  • The existing prompts with getting started are focused on creating records, not how to access existing data/views.

What is the impact?

  • First‑time, invited users do not have context on where to navigate to see existing data/views.

Describe your idea

  • Allow for first‑time, invited users to initially see a view with existing data/views and context without needing to navigate through pop-up guidance that is not aligned with finding existing data without the need to involve an admin.


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