QuickQuote Admin Dashboard Design
Role:
Product Designer
Date:
2022
Timeline:
6 weeks
Background
QuickQuote is a platform that connects customers and suppliers dealing with bulk orders. My task was to design a dashboard that allowed administrators to oversee platform activities and manage interactions among all clients efficiently, ensuring smooth operations across the board.
Research and Insights
Through market analysis, stakeholder interviews, and insights from experienced admins. we identified key responsibilities for administrators and how these affected their interactions with clients on the platform.
Clear Oversight: Administrators needed transparent visibility into all platform interactions.
Role-Based Access: Different levels of administrative access were required based on roles.
Fraud Prevention: Clients depended on the platform to protect against fraudulent activities.
Effective Communication: A streamlined method for communication between admins, customers, and suppliers was essential.
Design Process
The goal was to create an interface that offered clarity, control, and streamlined communication between admins, clients, and suppliers. Initially, we needed to determine how access was split among administrators. We determined that base-level admins would manage platform activities but have limited access to critical functions and super admins would have full platform access with no restrictions
We broke the project into segments—customers, suppliers, and admins—focusing on related and interdependent features. To ensure design consistency, I created a style guide that defined colour palettes, icon packs, typography, and component sizes. This also included layout templates that could be reused across different pages.
General Management
Admins have comprehensive control over platform interactions, allowing them to oversee transactions, review historical data, and ensure all activities comply with platform policies. They can proactively screen accounts for fraud prevention, verifying accounts before transactions occur to help prevent fraudulent activity.
Tickets for Communication
This is the main tool for communication between admins, clients, and suppliers. Tickets are clearly organized and prioritized, using tags to categorize ticket types such as support or billing, with priority levels assigned accordingly. An in-line feedback feature enables admins to respond to tickets without leaving the ticket page, promoting efficient communication without workflow disruptions.
User roles and Permissions
The User Roles & Permissions Management feature allows Super Admins to create custom roles with specific permissions that fit different admin responsibilities. Permission management ensures that only those with the appropriate roles can access sensitive areas, such as Fraud Prevention and Ticket Management. It enhances platform security by ensuring admins only access the tools they need.
Impact
The new design effectively addressed 90% of the user pain points identified during research, including improved communication pathways and clearer role-based permissions. Delivering the project on time enabled a smooth platform launch, allowing administrators and clients to benefit from a more effective user experience from the outset. Workflow efficiency significantly improved as ticket categorization and organized permissions management reduced bottlenecks and ensured seamless operation for administrators. Furthermore, the role-based access control enhanced security, while proactive fraud screening tools instilled greater confidence in clients and suppliers, assuring them of a safe environment for transactions.