Team Management.

The screen allows organizations to create and manage teams, assign roles, and control access. It ensures that each team member has the right permissions.
My role: UX design, UI design
Timeline: 2 months

Problems.

Challenges in managing teams and permissions

Users struggled to assign roles, edit permissions, manage entitlements, and add team members smoothly. The process felt confusing and unintuitive, making them hesitant to interact with the screen out of fear of making mistakes.
As a result, many avoided it altogether, leading to frustration, wasted time, and incomplete team setups.

Before

User Research.

Throughout development, I used various tools and research methods to create
the best solution.

Usability testing

Session Recordings
Using LogRocket to analyze user interactions and pinpoint areas of friction.
User feedback
Aligned with our findings, confirming that the process was unintuitive.

Market research

Additionally, we researched role management conventions and competitor solutions to identify best practices.

Solutions.

Simplifying team and user management with a
two-part structure

We split the Team Management screen into two parts for better clarity.
The first screen displays a list of all teams, organized into cards for improved scannability
The second screen, accessed by clicking on the "View" link, displays a table of all users within that team, along with a drawer that lets users easily edit roles and access entitlements.
Two Screens
Flow
Two Screens
Flow
New Drawer
Component
New Drawer
Component
Card
Organization

Insights and challenges.

Simplifying Team Management and Access Control
Users needed a clear and organized way to manage their teams and track all team members. Additionally, role and entitlement information had to be easy to access and edit without confusion.
Balancing Improvements with Familiarity for Existing Users
Since this was a redesign of an existing screen, it was challenging to introduce improvements while keeping the experience familiar for users accustomed to the old flow.
Redesigning for Clarity and Seamless Navigation
Restructuring the screen into two parts while ensuring seamless navigation between team and user management.

Project Preview.

Team List
Edit Team
Team Users
Team Users Drawer
Contact me | 058-585-8797
Raphael Reiss
Contact me | 058-585-8797
Raphael Reiss
Contact me | 058-585-8797
Raphael Reiss