User Roles
- Initial discussion: 10 min.
- Extended UX discussion: 30 min.
Tips
- Initial project meeting this should be 10 minutes or less.
- Roles have responsibilities, get both!
- Responsibilities have requirements! get that too for each!
- Different roles could have different user qualities -- use these roles also when you discuss in the next step User Qualities
What types of users?
Purpose:
- Start thinking about services needed and kinds of data requests
- Surface both external and internal users with roles, responsibilities, requirements.
- Reveal features that may not have been considered.
Format:
- Starter: up to 10 bullet points, breakdown of various types of app users.
- include admin, marketing/analytics, security, nternal units with requirements
- any role that could be a different type of user access level,
- Extended: Can expand types of users for example, types of merchants.
- Are there completed user stories or user scenarios for these?
caution
- Include organization units with internal requirements for the app
- Example: "Accounting dept." requires you implement ThompsonReuters for tax auditing.
- Example: "Cloud Governance" requires you get approval to use the new AWS AI Service
- Example: "NOC" requires 2 days notice for DNS changes.
- Even if included elsewhere, this repetition maintains visibility of internal restrictions.
- Roles, responsibilities, and requirements for each role - get them all!
Ridesharing app (like Uber) user roles
| Roles | Responsibilities |
|---|---|
| Riders | Request rides and use the app to track and rate their driver |
| Drivers | Provide rides and use the app to track their riders and receive ride requests |
| Admin/Operations | Manage the app's functionality and ensure a smooth experience |
| Admin/CMS | Managing blog and other customer and promotional messaging. |
| Payment Provider | Manage the payment processor and ensure secure transactions |
| Customer Support | Address any issues or concerns that arise for riders and drivers |
| Marketing | Promote the app and reach out to potential riders and drivers |
| Analytics | Track usage and performance data to help improve the app's functionality and user experience |
| Accounting/Tax | Payment tracking, tax, audit log |
| Compliance | Approval of legal terms, issues |
Food delivery app (like Uber Eats) user roles
| Roles | Responsibility |
|---|---|
| Customers | main users of the app who will browse menus, place orders, and track their deliveries. |
| Restaurants | businesses that will be providing the food and will use the app to manage their menu, receive orders, and track deliveries. |
| Delivery Partners | individuals who will be delivering the food and will use the app to receive and track deliveries. |
| Admin/Operations | managing the app's functionality and ensuring a smooth experience for customers, restaurants, and delivery partners. |
| Admin/CMS | managing blog and other customer and promotional messaging. |
| Payment | managing the payment process and ensuring secure transactions. |
| Customer Support | addressing any issues or concerns that arise for customers, restaurants, and delivery partners. |
| Marketing | promoting the app and reaching out to potential customers and restaurants. |
| Analytics | tracking usage and performance data to help improve the app's functionality and user experience. |
| Accounting/Tax | Payment tracking, tax, audit log |
| Compliance | Approval of legal terms, issues |
Social media image sharing app (like Instagram)
- Users: the main users of the app who will take and upload pictures and videos, edit their content, and interact with other users' content.
- Moderators: responsible for monitoring and moderating the content on the app to ensure compliance with community guidelines and policies.
- Admin/Operations: responsible for managing the app's functionality and ensuring a smooth experience for users.
- Marketing: responsible for promoting the app and reaching out to potential users.
- Analytics: responsible for tracking usage and performance data to help improve the app's functionality and user experience.
- Monetization: responsible for implementing and managing monetization options, such as sponsored posts and collaborations with brands.
- Customer Support: responsible for addressing any issues or concerns that arise for users.
Booking app (like AirBnb)
- Customers: the main users of the app who will search for accommodations, view detailed information, book stays, and leave reviews.
- Hotel/Property Owners: the businesses that will be providing the accommodations and will use the app to manage their properties, pricing, and availability.
- Admin/Operations: responsible for managing the app's functionality and ensuring a smooth experience for customers and property owners.
- Payment: responsible for managing the payment process and ensuring secure transactions.
- Customer Support: responsible for addressing any issues or concerns that arise for customers and property owners.
- Marketing: responsible for promoting the app and reaching out to potential customers and property owners.
- Analytics: responsible for tracking usage and performance data to help improve the app's functionality and user experience.
- Monetization: responsible for implementing and managing monetization options such as featured listing, sponsored listing, and other revenue generating options
Extended: User Role questions
- What are the different types of users that will be using the app, and what are their specific roles and responsibilities?
- How will user roles and permissions be defined and managed within the app?
- How will user authentication and authorization be handled?
- Will there be any restrictions or limitations on certain actions or functionality based on user role?
- How will the app ensure that sensitive data is only accessible to authorized users?
- How will the app ensure that users can only access data or functionality that is relevant to their role?
How will the app handle situations where:
- a user's role changes or their access needs to be revoked?
- a user is locked out of their account?
- a user has forgotten their password?
- a user is logged in from multiple devices?
- a user's role changes?
- a user's role is changed by an administrator?
- a user is added or removed from a group with specific permissions?
- a user's role is changed based on certain conditions or triggers?
- a user has multiple roles?
- a user has different roles on different parts of the app?
- a user is part of different user groups?
- a user's role changes dynamically depending on certain actions?
- a user has to switch between different roles?
- a user's role is changed based on their job function or department?