Custom Roles for IBM Cloud
Project: Enterprise Identity and Access Management Custom Role Creation and Management
Role: UX/UI Designer
Skills: Innovation, Scalability, UX, UI, Collaboration
Team: 2 designers, 1 researcher, 2 front end developers, and many more cross team collaborators
MVP Release: March 2020
About the Project
The Objective
Assigning very specific roles to users in an IBM cloud account can be tedious. Some account owners only want their teammates to see and work within certain parts of the cloud.
The Solution
Allow users to create custom roles so that they have the ability to customize the level of access their teammates have. This also further increases the security and safety of your account.
Discover & Define
Generative Research
Identifying Pain Points
Understanding Our Users
Prior to starting the project, our research team had conducted generative and market research to understand the user needs.
Below is a list of needs our users were asking for
Problem Statement
Assigning users the right access to an IBM cloud account is difficult and tedious. Account admins often give users more access than they need to make sure they can complete their tasks. How might we provide the right level of access for users with specific, more granular needs?
Design, Test, & Deliver
Mental Model
Usability Testing
Fit and Finish
Delivered Design
Testing the ‘Shopping Cart’ Mental Model for Custom Roles
After benchmarking the ‘Invite user flow’ we found a lot of success with the new ‘shopping cart’ mental model and wanted to see if our users responded to it in this scenario as well.
In total, we tested with ~15 users in hour long, moderated sessions.
Visual of the lo and mid - fi wires used in testing as well as a visual of the mental model.
Fit and Finish
No project is complete without the larger collaborative team. While designing, we were working alongside back-end development, front-end development, content, and the offering management team to stay aligned for our deadline.
After presenting the final designs from testing, we immediately jumped in with the front-end team to make the finishing touches on the design. We met both in person and virtually to get the product ready for release. We could not have done any of our work without the support and collaboration of the larger team.
Final Design
Roles default page
Create a custom role landing state
Creating a custom role
Create new custom role complete
Video Demo
Next Steps
We plan to benchmark the custom roles flow soon to see where our users need a better experience. As this was only the MVP, we plan to add more user needs in the coming quarters.