Role management
A role is a group of permissions that can be assigned to users to manage their access. When assigned to user/group it will give access to all areas and functionality of permissions it contains.
Manage users
Add/remove users
Manage roles
Manage groups
Add/remove groups
Add/remove user from the group
Manage roles
Ability add users in bulk
Ability to bulk delete users/groups
Problem
As the user base of ESP and other tools grow, we need to put measures in place to ensure that not all users have access to certain features and functionalities.
The time-consuming process of assigning over 300+ permissions
The mental burden of assigning the right permissions
A complex user flow that makes the experience tiresome
Information scattered across multiple pages and tabs
Research
I conducted market research to understand industry standards, including Shopify and Global-E among others. I discovered that permissions are assigned when new users are added, and these permissions are grouped into a few main categories and shared the following proposal to product owner.
Simplify user flow
Centralise information
Display roles based on the user type (internal, external and support)
Introduce bulk actions
I conducted a discovery workshop with the product owner and two engineers from the team to understand with the following goal
Goals and pain points of each persona
User journey of each persona for the critical actions
Qualitative user feedback from their personal experience interacting with the tool
Technical limitations (if any)
Discovery
Personas
User journey
Testing
I created the designs based on insights gathered from the workshop, including personas, user journeys, and information architecture. I also conducted an internal Maze test to evaluate the overall usability of the feature. I further refined the wireframes based on the feedback collected and most of the users were able to complete the assigned tasks without any difficulty.
High Fidelity UI
Manage users
Manage groups
User specific screens
Benefits
-
Saves time
Users are able to perform the tasks faster with the introduction of roles and bulk actions.
-
Reduced mental fatigue
Tailor made and dynamic view that reduces the overall cognitive load.
-
Secure
Reduces long-term security risk and administrative overhead associated with overly broad roles.
Explore other case studies
-
Store Management
A retailer facing tool to help them self manage the store and omni-channel fulfillment capabilities.
-
CSP migration
A portal used by the ESW customer service teams and retailers to review and manage shopper orders.
-
Delivery Options
A shopper facing tool that provides a personalized and dynamic checkout experience.