Onboarding

A guest user receives their invite email - but at that point there is nothing for them to do, other than activate their account - as no task has been sent. You can't send them a task until their account has be activated. This is not clear. the guest user expects to go from the first email to see what action awaits them. Not activate then wait. Can we look at a 'one and done' approach, but as a minimum add some content to the email to make it clear.

To help, guest users, the email they're sent should include a link to a basic getting started guide. Not bespoke - just generic help that would be relevant to all clients.

We'd like to be able to give a guest user 'Edit' permission capabilities. While we still don't have Cohero docs - and the uploading and downloading of Microsoft docs is needed to mark-up/make changes (unless really basic) the guest user functionality is kind of limited to PDF's only. Aegon have a high number of word docs (letters and system outputs) and presentations - and to be able to get full advantage of guest user functionality, we need to be able to select 'Edit' as their permission level.

At times, users can feel uncertain about what to enter in info fields (either General info, or Custom info). To understand the purpose of a field, a explainer or help text would be highly appreciated. In particular for users that are (relatively) new to using Cohero. Some examples I came by: find attached