About the project
Gobiz is an app that is a part of Gojek that was designed to be used by our merchants from receiving order, managing their outlets to seeing previous transactions.
User management in GoBiz app is an existing feature that was available in web view only. However, it provide the limitation for multi-outlet merchants where they will only be able to access another users from the outlet defined by that their merchant ID only.
Hence, this project is mainly about creating new experience of multi-outlet’s user management that will be implemented natively in the Gobiz mobile application.
What is my role?
As the only product designer for the project i was fully responsible for the whole designs, including creating all the users flows and user interface by using existing Gojek’s design system. However, i still got help from the UX writer and illustrator for finalizing the contents and assets.
Who are the users?
Gobiz is used by Gojek’s merchants where it can be small merchants to a big corporation. This means that our users’s age can range from around 20’s to above 45’s with low to high tech savviness.
What are the goals?
To convert the current web view experience into native environment that enable all type of merchants to manage their users easier.
Who far is the scope?
To design the end to end user management feature with capability of adding, editing or removing users.
What we are solving?
The current limitation that hinders our multi-outlets merchant to manage their users easily.
The design processes
Our current conditions
As mentioned earlier, the current user management feature is implemented in a web view which was derived from our GoBiz dashboard.
The highest hierarchy of the merchants are their entity that serve like umbrella brand that can have multiple outlets under it, and the owner will be assigned to this single entity. With this structure, currently there are 3 different types of user in the Gobiz app,
With this implementations, a new manager need to be assigned every time the merchant create a new outlet, instead of assigned to the existing managers. Hence, this has become a pain point for the merchants as they want to be able to assign multiple outlets to a certain manager.
Setting up
initial requirements
Succes metrics
Increase the number of unique merchants that have created any user in Gobiz.
Increase the number of users of any type created on Gobiz.
User’s informations
Name
Phone number
Email
Roles
Assigned outlets
User types & its capabilities
User’s story mapping
See all outlets
As the owner/manager
I want to be able to see list of outlets under my entity
So that i know who are assigned for particular outlets
Filter users based
on selected outlet
As the owner/manager
I want to be able to see list of users based on selected outlet
So that i can find who is assigned to that specfic outlet
See user’s details
As the owner/manager
I want to be able to see user’s related information such as name, phone number, email, their role and assigned outlets
So that i can manage the users and business accordingly
Delete users
As the owner/manager
I want to be able to remove any user from the outlet it is assigned
So that in the case of resignation, that particular user/employee will not have the access to Gobiz anymore
Edit user information
As the owner/manager
I want to be able to update or change any user’s information as needed
So that the information about the user/employee is always updated and be able to manage the business easily
Overall user’s flow
Seeing user’s detail
Both of owner or manager can see the details of any users if they are eligible to. However, if the a user being seen by lower hierarchy users such, as the manager seeing owner user, they will not be eligible to do the edit and delete for that particular user.
Creating users
There will be slight difference between single outlet merchant & multi-outlet merchant when creating a new user. For multi-outlet there will be additional step which is to choose the assigned outlets and default outlet.
Editing users
User’s details is divided into 4 different groups which are user’s information, role, assigned outlet and default outlet, where each of these can be edited or changed independently.
Final UI design & screens
User management entry point
The entry point for this feature will still be the same, however a new coachmark is added to give user a better awareness about this addition to the feature.
Outlet switcher button will not be available for single-outlet merchants, as they only have 1 outlet under their entity.
Seeing user’s details
In general, user information is divided into 4 groups where users can edit it independently. This is done as we observe that users tend to edit specific information at a time. This is making it easier to edit the information and also manage the technical side of it as each information will have separated APIs.
Due to some technical & business constraint, some of outlet for certain cases need to be hidden. Hence, that information is made clear to users by using simple and straightforward text in the UI.
Edit user’s details
The details are edited independently. A drawer is used to make the edit as it can give a sense of lesser step as user is still kept in the same page/screen.
Mostly the input and selector components used here are actually the same with what are used in the user creation flows to maintain the consistency throughout the entire flows.
New user creation
There will be 3 steps in creating a new users for multi-outlet merchant which are fill in the user’s information, selecting user’s role and assigning the outlets.
While, for single outlet merchants, there will only be 2 steps as they only have 1 outlet to be assigned. Hence, they don’t need to select any outlet.
