Options should be added to provide client access directly via a link, guide, or something that we as a team can tangibly send an email. Give more control to the project teams when helping clients get access.
Improve Onboarding & In-Product Guidance for New Users
Merged
Add role-based onboarding cues (e.g., tooltips, overlays, or a “What’s This?” info icon) to help users understand key components of the new PDM activation flow. As more teams transition into using these views, some users—especially those outside p...