Recently, we introduced a new method for adding new users. The primary purpose? To make it quicker and easier for admin users to add new users to the platform.

We’ve taken the burden of creating new users off of the administrator or manager, and instead simplified the process so that the new user can set up their own account. Simply enter the email addresses of all new users, and we’ll send a set up link to their inbox. From there, set up couldn’t be simpler. The new user will set up their username and password, associate their username with a phone code, and even configure their Lead Box.

The User tool (mx_users) now syncs with the Staff tool (mx_phonecode) to allow a staff member and their phone code data to be associated with a username for the platform. This allows for a couple of  things: for staff members to log into the platform and see phone skills data directly related to their calls and to allow us to reach out directly to staff members via email or phone number to help them improve their phone skills.

 

Design of the mx_users was rethought as well. Because we may be working with users that have never seen our product before, but just got an email to create their profile, we knew we wanted the design to be as simple as possible. Our design team changed the tool to use a walk-through format to guide the new user through setup one step at a time.

It’s also important that new users finish their user setup and don’t abandon it in the middle of the process, so we included a progress bar to encourage the new user to complete setup. This Kissmetrics article describes how that progress bar psychologically persuades people to finish the task at hand and the closure they feel when the bar is 100% complete.

To see firsthand how we’ve improved the Users tool, click User Logins from your dashboard.