An admin portal for SaaS account management emphasizing secure access and control.
Starting with user personas based on Justuno staff, we designed a portal for account management by sales, customer success, marketing, and leadership teams. Multiple dashboards allows team members to request access to accounts, create sales proposals and discount codes, manage invoices, and more.
contributions
Product Design
Interaction Design
Prototyping
User Experience
User flows
User Research
Design Systems
Critical thinking
Systems thinking
Design thinking
The Problem
Justuno staff need a separate management portal that provides analysis and functionality pertaining to user accounts, sales proposals, public template moderation, marketing discounts, and staff management. This portal needed to be connected to the main app's production database to provide up to the minute changes in account status, users, and needed to maintain high-level security to protect sensitive user information.
The Proposal
Design an account management portal that exists separately from the main platform, connecting it to the database infrastructure and surfacing real-time account data. The portal contains sensitive company features, so it can only be accessed by users with a Justuno company email, verified by the current browser session.
Recycling the design system
With very few resources and a small development team, we elected to implement the design system from the main user app to design the entire structure of the staff portal. Not only did this create familiarity for the staff who were using it, but it allowed the developers to re-use components previously created for the app. Ultimately this led to the entire project taking less than 2 weeks to become functioning, all while continuing iterations on the main platform.
Security as a priority
As a product team, we elected to maximize security of the staff portal by requiring a Google SSO authentication, which would very that the current Google account was logging in with an "@justuno.com" email address.
Account structure
Justuno's accounts exist in a hierarchy, meaning an account can create sub-accounts and team members or those accounts can be added as collaborators onto separate accounts. To solve for this navigation within the staff portal, we designed a flow for various view from within the Accounts table. Search for a sub-account looking to see if it is connected to a main account, or search a main account to see if there are any collaborating websites. Moreover, we may want to search for a specific user of an account to manually convert their status to admin.
How: Create drawers to visually present these views. This proved to be the most elegant way to accommodate all necessary slices of account data.
Case Study Links
Interact with this project and learn more about how it was built.
