Transforming B2B SaaS Platform Interface
Julie Froelich
Overview
Launched 4 Roles:
Developed a permissioning system with features like invoices, billing with subscriptions, and seat management.
Created an onboarding experience for collaborators.
Expanded Azibo’s customer base to include enterprise users by equipping account holders with tools to manage teams and collaborators.
Objective:
Enable landlords and administrators to assign, manage, and customize roles for team members.
Ensure tailored access for Assistants, Property Managers, and Real Estate Agents while enhancing security, usability, and scalability.
Key Challenges
Maintaining Security:
Ensure sensitive financial data is only accessible to the appropriate roles.
Balancing Complexity and Usability:
Create a simple, intuitive way for landlords to assign and adjust permissions.
Flexibility for Scaling:
Design for growth, enabling easy management of roles and permissions for large teams.
Core Features of the Solution
Role Templates and Customization:
Predefined roles with adjustable permissions to balance simplicity and control.
Permission Previews:
Landlords can view the platform as a specific role to verify access before assigning.
User-Friendly Role Management Dashboard:
Summarizes roles, users assigned, and options to edit, assign, or delete roles.
Clear Permission Indicators:
Ensures team members understand their scope of access, reducing confusion.
Research and Mapping an Access Matrix
Conducted interviews with landlords, property managers, assistants, and real estate agents to identify needs and frustrations.
Insights:
Landlords hesitated to add team members due to privacy concerns.
Property Managers needed access to maintenance and tenant data but not financials.
Real Estate Agents required access to listings and tenant communication but little else.
Assistants handled administrative tasks like scheduling and communication, with no need for sensitive data.
Core Roles Defined:
Assistants: Limited access to communication, scheduling, and document organization.
Property Managers: Access to tenant information and maintenance, but limited financial tools.
Real Estate Agents: Access to property listings and tenant contacts, with restricted data visibility.
Billing, Invoices, and Seat Management
Designed a subscription model with annual fees, supporting flexibility to purchase seats and add users.
Features:
Seat Subscriptions: Annual seats with options to add, remove, or replace users.
Payment Processing: Integrated for seamless monetization of Azibo’s platform.
Results and Impact
Metrics:
30% reduction in errors related to permission assignments.
20% improvement in task efficiency for team members.
75 collaborator seats sold within the first 90 days of launch.
Customer Feedback:
“Now I can add my team and trust that they have the right access.”
Scalability Features
Designed for hundreds or thousands of properties with:
Portfolio management tools for bulk actions and automation.
User-friendly navigation and robust security protocols.
Key Deliverables
Role-Based Access System:
Secure, scalable role management with tailored permissions.
Subscription Management:
Tools for billing, invoices, and seat subscriptions.
Design System Enhancements:
UI updates to support large-scale access control.
Future Phases and Features
Custom Roles:
Allow landlords to define permissions with extreme granularity.
Subscription Bundles and Upgrades:
Expand options for multi-seat purchases and bundled tools.
Iterative Testing:
Continue refining clarity and usability based on feedback.
This project successfully addressed landlords' needs for efficient delegation and secure team management, setting the foundation for future innovation in role-based access and property management.
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Posted Jan 1, 2025
Julie built roles and permissions into a B2B SaaS platform, aligning it with complex business requirements which enhanced usability scores by over 40%.
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