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

Discovery Workshop

Personas

User journey

Testing

I conducted an internal maze test to check the overall usability of the feature and 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.

  • Delivery Options

    A shopper facing tool that provides a personalized and dynamic checkout experience.