Streamlining event access permissions
A UX overhaul of attendee permissions for large-scale events.
🎯Problem statement
As an event app company, our Customer Success team often manages complex permissions of 30–50 different roles, like attendees, exhibitors, and staff. However, the event management portal only allowed editing one role at a time, making it slow and error-prone to configure or review permissions at scale. This inefficiency not only frustrated internal teams but also delayed event setup for clients.
🔄Process
The steps below are shown in order for clarity, but the real process involved lots of back and forth.
I interviewed 3 customer success team members and mapped 5 key use cases of permission management, with 2 emerging as the main scenarios.
I drew the user flow of editing and reviewing permissions to understand the complexity of bulk editing in those 5 scenarios.
While focusing on the main scenarios, I came up 2 different concepts to facilitate quick editing. I presented those concepts to the custom success team to decide on a direction.
With concept 2 being picked, I created 2 distinct proposals that use different user flows. and reported back to custom success to get feedback.
💡Solutions
To address the problem, I came up with a two-part solution after multiple rounds of design iteration and feedback seeking.
At the event level, users can define default permissions that automatically apply across all roles. These defaults are instantly reflected in the interactive table.
For granular control, I designed an interactive table where users can view and manage permissions across roles at a glance. Users can click into individual cells or select entire rows or columns to batch edit access via checkboxes.