“Add Single User” Flow UX Copy

This is a modal from a user flow for a series of SaaS K-12 curricula. It’s part of the License Administration Tool (LUM), a feature for program administrators who manage which educators at a site or district are given access to the curricula.

This particular example is part of a flow for adding a single user to a license. Originally, our language and model was based on a school needing to have a separate license for each of the curricula they were teaching. But we switched to a site-license model that packaged all the program licenses a school purchased, so the language needed to change from license-based to site-based.

Situation

Some of the critical things this copy needed to accomplish were:

Make the language inclusive of all the programs a site could be using. We’d added a new program for adults since we wrote the original copy, but all the previous programs were for kids.
Give administrators a quick, easy way to understand how roles and permissions worked together and decide which role the user they were adding should have. Originally, there were only two program role tiers, which aligned with the two levels of permissions in the software. The adult education program included a third role tier, but we didn’t create a third software permissions tier, so roles and permissions no longer aligned 1:1.
Tell administrators the system would automatically send a confirmation email to the person they were adding, or that they could send the email later, in a different part of the flow.

Solutions

Listed out the three program tiers and their permissions as briefly as possible. We didn’t want to repeat “can” so many times, but it was clearer than putting “can” in the lead-in or leaving it out altogether.
Put a link to the “Add Multiple Users” flow toward the top to ensure admins could switch flows quickly if they were in the wrong one or didn’t know there was a group-add flow.
Added a heads up about the email that’s sent when a person is added and asked if the user wants to delay that email. Also provided access to an FAQ about the emails, because it can be confusing.