Building fluidity and flexibility into an identity management solution

Every access to any catalog item requested by users for access should be quickly followed by an approval, depending on how crucial the access is. For instance, if an employee from the Accounts department needs access to a banking software, then it is important to verify the user’s request. Some access requests might also need multiple approvals. The approvers are presented with information of primary importance, while keeping secondary information handy. They are also given insights into the progress of the status of the request so far.

Out of the many administrative features in this product, certificate creation is one of the lengthiest. It contains 8-10 steps, each with multiple fields. We streamlined & grouped all the steps on the basis of functionality & then highlighted all the necessary fields which are required to create certificates. We also reduced the average time of creating a certificate from 5-10 min to under 1 min by providing auto-suggestion, a query builder for select resources, a simple option to select data by using the dynamic dropdown, and many more.

• Customisation is at the heart of every successful product. Identity management systems are no different. Companies need ways to configure the system so as to customize workflows according to unique use cases. We achieved this by designing a visual workflow for creating interfaces. Most common elements needed to create the workflow were provided out of the box, with an option to add custom elements. This powerful feature enabled easy visualization of the workflow.
• The pictorial representation of each step/level of the workflow needed us to look for the right library to implement this. RapidJs library was used for this but the design of this module had to match the visual language of the entire product. This required overriding the library default styles and customizing the library’s panel functionality.

For complex B2B enterprise applications, one of the common requirements is to facilitate custom form creation. Designing forms is one thing but designing an interface to enable users to create their own forms is a totally different ball game. We designed the interface to cater to a wide range of input types. We integrated the flexibility to define those files as required, add descriptions, hint text and add custom JS code in order to enrich the flexibility. We enabled a simple drag & drop interaction to enable easy configuration of these dynamic forms.

• The major challenge in templatizing emails was providing a Rich Text Editor to the user. The RTE should also support the “What You See is What You Get” paradigm and be compatible with modern libraries. The feature was accomplished using QuillJS.
• The other challenge faced while creating a template was providing the user the ability to use Custom parameters such as username, subject, and other such fields and also previewing the template with the values. Collaboration with the back-end team and using the custom parameters’ API inside the Text Editor helped in achieving the desired results.

Whenever faced with an issue, users needed to be able to report it to the concerned authority. To accomplish this, we required a CTA, which when clicked, took a screenshot of the page and allowed the user to crop or resize the captured screen accordingly. We created a custom draggable masking box functionality using core javascript principles.