Client
Elementor
Industry
Website design
Roles feature
Problem statement
Elementor users needed a way to delegate website management without sharing sensitive billing details. Community feedback highlighted the demand for role-based access control to enhance security and flexibility.
Goal
Create a roles management system that allows owners to grant admins complete site control while restricting access to billing and subscription actions.
Design challenge
Balance flexibility and security by ensuring admins have the necessary permissions while preventing unintended access to financial details. The solution must be intuitive and seamlessly integrated with Elementor's existing workflows.
KPI
The success of this feature would have been evident by the following:
Fast adoption.
Positive feedback in the community.
Increased collaboration within the client's teams.
Research
Market research
I researched competitors to understand team invitations and role assignments from the owners' and contributors' perspectives. Some platforms used fixed roles like "Viewer" or "Editor," while others offered custom permissions. We also analyzed invitation emails and onboarding flows.
Research insights
Our research led us to adopt the following:
A quick and seamless team member invitation process.
Clear communication to invited members about their roles and access.
Easy monitoring and management of team members for owners.
Solution
Adding a team member
Invitation statuses
Feature and its tooltips in the single site view of a website
Accepting an invitation
Next steps
Next, we plan to introduce more roles and customizable permissions, giving owners greater control over team access. We’ll also enhance the management dashboard for better oversight and clarity. Improving invitation flows and role assignment UX will ensure a seamless experience.
