Custom Roles
PingOne Platform
OVERVIEW
Challenge
We heard from customers that the PingOne platform's built-in roles are insufficient for administrators who need granular control over user privileges in use cases for performing specific tasks and access to certain applications and resources in their organization.
Solution
To address this, the custom role feature is introduced to allow administrators to create custom roles tailored to their unique requirements.
Business Goal
Empower customers to curate and package PingOne permissions in a manner that aligns with their specific organizational needs.
Old Roles Page
New Admin Roles Page
First, the Admin Roles page has undergone a complete redesign using the Astro Design Library.
Administrators can now view a list of built-in and custom roles along with their respective descriptions.
Role creation can be initiated either through the 'Clone Role' option in the menu drop-down or by clicking the plus icon.
Role creation can be initiated either through the 'Clone Role' option in the menu drop-down or by clicking the plus icon.
Step 1 - Add Custom Admin Role
Feedback from customers indicated that starting from an existing role simplifies role creation and minimizes errors during the process.
Step 2 - Assign Permissions
From the outset, the product team and I recognized the importance of designing an intuitive and easy-to-navigate interface.
To achieve this, the categories on the left mirror the structure of the PingOne navigation menu, ensuring consistency in the user's mental model.
All available permissions are displayed on the right, and anchor links within the categories highlight the user's current position in the permissions list, enabling quick navigation to specific permission sections.
To achieve this, the categories on the left mirror the structure of the PingOne navigation menu, ensuring consistency in the user's mental model.
All available permissions are displayed on the right, and anchor links within the categories highlight the user's current position in the permissions list, enabling quick navigation to specific permission sections.
Step 3 - Review
Throughout the design process, I collaborated closely with the UX development team to create a functional prototype and partnered with the UX researcher to conduct usability testing during customer sessions.
I presented the design solution to internal teams to gather feedback and secure buy-in, and iteratively refining the design based on these insights and input.
I presented the design solution to internal teams to gather feedback and secure buy-in, and iteratively refining the design based on these insights and input.
Old Permissions (Read Mode)
New Permissions (Read Mode)
Previously, the vague language used to describe permissions made them difficult to interpret, leading to confusion for the users.
The new interface addresses this issue by grouping permissions into resource sets and providing clear, concise descriptions to eliminate the need for guesswork and enhance user comprehension.