Roles and permissions

Roles management cover
ClientKentico software, s.r.o.
SegmentRoles and permissions
My roleWireframing, interaction design, high-fidelity mockup
AchievementsUsability testing results delivered before the first groming
ChallengesInteraction design for assigning permissions to the role

Customer problem

The customers lacked the feature for creating custom roles with permissions. This feature was required by the potential customers which were not satisfied with the out of the box solution.

My design process

  1. Interaction flows for the new web application
  2. Low-fi mockups
  3. New design system and high-fi mockups
  4. Usability testing

โœ๏ธ Interaction flows 

Shaping process is divided into these phases:

  • Set the scope - defining the MVP scope for the first iteration
  • Find the elements - define the solution outlines - interaction flows

Find the elements deliverable - interaction flows

Interaction workflow
Interaction workflow

๐Ÿ“ Low-fi mockups

I have first designed the key workflow scenarios using pen and paper and later I delivered more detailed screens using Balsamiq.

Pen and paper sketches

Assigning permissions to role - variant 1
Assigning permissions to role - variant 1
Assigning permissions to role - variant 2
Assigning permissions to role - variant 2

Balsamiq wireframes

Listing of roles - wireframe
Listing of roles - wireframe
Assigning permissions to roles - variant 3
Assigning permissions to roles - variant 3

๐ŸŽจ High-fi mockups

Permissions - empty state
Permissions - empty state
Permissions - adding application permission
Permissions - adding application permission
Permissions - choosing application
Permissions - choosing application
Permissions - choosing permission for application
Permissions - choosing permission for application
Permissions - applications with permissions
Permissions - applications with permissions

๐Ÿงช User testing

Research questions

  • RQ1: Are users able to find specific role among other roles?
  • RQ2: Are users able to create new role?
  • RQ3: Are users able to delete existing role?

Tasks for the participants

Task 1
Task 1
Task 2
Task 2
Task 3
Task 3

Interview sessions

UT - screen 1
UT - screen 1
UT - screen 2
UT - screen 2
UT - screen 3
UT - screen 3

Prioritised usability issues

  1. The way of assigning a role to users is not clear
  2. The logic behind the Add permission button is not clear
  3. Users struggle with legibility and usability

Fixes for usability issues

  • The way of assigning a role to users is not clear - I've added the possibility to add users from the role detail
  • The logic behind the Add permission button is not clear - I've discussed the button label Add permission with the technical writer again and we used the new label Add application permission
  • Users struggle with legibility and usability - the bin button will not be disabled the user will be able to click on it and will see the list of assigned users - the user will be able to delete the role using the dialog


Say hi

ivos.stork@gmail.com

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