Multi-Account Membership
Problem
If an organization had multiple accounts a user must have separate users and logins for each account. This led to admins and users managing multiple logins with no easy way to switch between the them.
User Flows & Wire Frames
Business and technical requirements informed the User Flows for all roles, mapping out all possible journeys and exposing some unexpected edge cases. Reviewing the flows with the team further helped flesh out technical limitations not documented. This feature also had us rethink how we views users in the application. Users were no longer tied to an organization, their connection was now through their membership. So previous user actions were now split between a user and a member.
Wire Frames were then designed and setup as a working prototype using Figma Make (AI) to further gather feedback from the team as well as our Customer Support team.
By reviewing design iterations with users we reduced the amount of back and forth with engineering once development had begin, which had been common in the past.
Solution
High fidelity designs were created and a working prototype using Figma Make to further gather internal feedback led to adjustments. The clickable prototype provided clarity on animation expectations to the UI developers. While Figma Make a good tool for prototyping wireframes, I found it limited in it's application for high fidelity work, consistently it would break other parts of the design, which lead to it not being a reliable tool to replace static designs in handoff.
One problem I ran into was the account switching feature. A strict requirement was to always have this information visible in the UI, but my original designs had this in the profile menu. When collapsed this hid which organization the user is currently viewing. This lead us to adding a section at the top of every page to display information and dropdown.