When working with data, table views are often necessary, but unflattering components of product design. They can seem clunky and difficult to navigate (who’s experienced the good ‘ol load more option?), especially if they’re limited in actions a user can take.
GoGuardian is doing some heavy lifting in this new iteration of user management. We want to place more control at the hands of the user when it comes to the jobs they are looking to complete. With that said, let’s take a look at the first round of iterations as we continue to improve your experience within Org Management.
1. Manage just one .csv document
The .csv document is a natural inheritance in the process of moving and looking through data. This shared standard enables users to operate in a state of the known, which increases efficiency and predictability. There is also a concept of interoperability, i.e. if a document is formatted similarly to how another program expects documents to be formatted for transmission, then my job is done!
With this improvement, we limit the number of documents a user needs to manage by adding the role permissioning and OU access fields to the .csv document. If you’ve used the .csv bulk add/update feature before, you’ll remember that it only accepted name and email. Once this document was loaded, it would prompt you to apply role permissions and OU access. The problem here is that since we are only accepting names and email, if a group of users does not share the same role permissions and OU access, it forces you to utilize multiple .csv documents. By incorporating this in the .csv document, users can now set permissions using the acceptable inputs for each field and set OU access all from one document!
2. Improved search, sorting, and filtering capabilities!
If we continue this passage back in time, the user management page has traditionally just supported a name search. As a user, you can type in a character or string that closest relates to the username you are searching for. The search only accepted one condition and if, as a user, you don’t know the name(s) of the individuals you are looking for, you’re out of luck. This is a dead end, and we never want to be at a dead end.
Thankfully, our new implementation of a better search functionality came to the rescue. To boost this even more, we are enabling users to sort for better table optics and filtering! Filtering allows a user to set conditions that constrain the search to create the shortest path towards what a user is looking to accomplish.
3. Easy access to your current settings
The new User Management page will now support a .csv download of an organization's current users and statuses. This feature is important in allowing users to always have access to their most up to date settings. In the event that a user loses track of their document within local or cloud storage, they’ll have access to that data for extract, right at their fingertips!
4. Error handling and validation
This is an important one and we’re excited to feature this for our users in org management. With the movement and transformation of data, it is important that we perform our checks and balances. With the added features in User Management, there is more room for error and we want to ensure that we’re addressing these when they arise. Our first round of error handling will occur before you upload a .csv document. Upon loading, we’ll make sure that fields contain the acceptable inputs and that the files are formatted properly. If we encounter an error, we’ll be sure to let you know where and what, so that you can quickly issue a fix.
When files have successfully met the acceptance criteria, we’ll be sure to send you an audit of the changes. For this first round, we’ll post aggregate numbers, i.e. 5 new users added, 4 users updated, and 3 users disabled. We hope to expand this functionality into displaying previews as a check before you hit the finish button!
We’re excited to push these updates, but even more excited for the next round of iterations. We hope that these new features make it easier for administrators to manage their users. Through being cognizant of interoperability, we hope that we are adding a layer of speed and convenience to your workflow. The next step in this journey is automation! We understand that the holy grail is a more hands-off approach to the holistic management requirements, whilst still offering the flexibility to handle ad-hoc jobs.
Stay tuned for my next blog about further updates to the Org Management UI - improvements that will help streamline your work processes and make the feature even easier to navigate. We’re excited to continue moving this forward and are always even more excited to hear and implement the feedback from you...our users!