2023–2024
RoboForm for Business
An enterprise admin console redesigned to help IT teams manage users, groups, policies, devices, integrations, and company password health at scale.
Lead Product Designer
Enterprise / B2B SaaS / Cybersecurity / Admin Dashboard
- Enterprise security administration
- 6M+ RoboForm users globally
- 8 Core admin areas redesigned
RoboForm for Business is an enterprise password management platform used by organizations to manage credentials, access, security policies, and company password health.
The redesign focused on turning a fragmented collection of admin tools into a clearer operational workspace for IT teams.
Enterprise Password Management
IT administrators need to manage users, groups, policies, devices, integrations, and reporting while maintaining organizational security at scale.
The interface had to support both operational workflows and security governance.
Fragmented Admin Workflows
The existing product had valuable functionality, but the experience felt fragmented and difficult to scale.
Admins moved between users, groups, data, devices, policies, integrations, and reports — each with different interaction patterns and structures.
Admins needed quick answers to questions like:
- Which users are active, blocked, or at risk?
- Which groups require different security rules?
- Which devices are connected to company accounts?
- Are policies applied consistently?
- Is SSO or SCIM configured correctly?
- Where are the biggest security risks?
Role
Role and Ownership
I worked as the Lead Product Designer across the RoboForm ecosystem, including web, mobile, desktop, and enterprise products.
For RoboForm for Business, my focus was redesigning the admin console into a clearer and more scalable enterprise experience.
My work included:
- Information architecture for the admin console
- User and group management workflows
- Security overview patterns and reporting
- Policy configuration flows
- SSO and SCIM integration screens
- Reusable tables, filters, sidebars, modals, and status systems in Figma
- Collaboration with product, engineering, QA, and support teams
From Feature List to Operational Workspace
The previous experience exposed functionality, but it did not always help admins understand how the system worked as a whole.
The redesign reorganized the experience around five core workflows:
Monitor
Security status, license usage, activity, and risk signals.
Manage people
User invitations, group membership, and bulk actions.
Control access
Policies, permissions, and 2-step verification.
Connect systems
SSO and SCIM integrations.
Audit and report
Activity logs, security reports, and exports.
Dashboard
Making Company Security Visible
The Dashboard became the main entry point for understanding organizational security status.
It surfaced security scores, license usage, activity summaries, and areas that required attention — helping admins understand where risk existed at a glance.
User Management
User Management at Enterprise Scale
The redesign introduced:
- Dense, scannable user tables
- Advanced operational filters
- Bulk actions
- Detailed user profiles with account, security, device, and activity views
Users Management
A structured user table with filters, statuses, security signals, and bulk actions for daily administration.
User Details
Account details, group data, security overview, devices, and activity organized into a clear profile structure.
Create User
A simplified flow for adding users while keeping required account and security settings visible.
Edit Group Membership
A focused interaction for changing user group membership without leaving the user context.
Groups
Groups: Organizing Security Around Teams
Different teams required different access rules, shared data, and policy behavior.
The redesigned group experience supported membership management, security visibility, and group-level settings using consistent operational patterns.
Groups
A group management table for organizing users, shared data, and security responsibilities.
Group Settings
Users, group data, security overview, and settings brought together in one profile.
Data & Devices
Data and Devices
Company data and connected devices needed the same operational clarity as user management.
These areas reused the same interaction model: searchable tables, filters, contextual detail views, and multi-select workflows.
Company Data
A table-based workspace for inspecting company RoboForm data, with filters and a contextual detail view.
Devices Management
Connected devices organized with statuses, filters, and detail views for monitoring and control.
Policies
Policies: Turning Security Rules Into Usable Controls
Policy configuration needed to support enterprise-level control without feeling overwhelming.
Settings were reorganized into clearer categories covering security, access, RoboForm data, and user experience controls.
Security Policies
Company and group policies organized across security, RoboForm data, and user experience settings.
Data Policies
RoboForm data policies controlling how credentials, shared items, and company data are managed.
User Experience Policies
Settings that control how end users interact with RoboForm across devices and platforms.
Integrations
Integrations: Fitting Into the Enterprise Identity Stack
Enterprise environments often require password management to connect with existing identity infrastructure.
I designed SSO and SCIM integration flows with clearer setup states, configuration visibility, and system status communication.
Provider Selection
SSO and SCIM configuration presented with setup details, connection status, and admin guidance.
SSO Setup
Step-by-step SSO configuration with required credentials, metadata, and connection state.
SSO Integrated
Active SSO connection showing integration status, configuration details, and management options.
Reports
Reports: From Raw Activity to Security Insight
Reports were redesigned to support both operational monitoring and higher-level security review.
Reports became part of the same system language used across the admin console, connecting security signals, activity, and scores into one readable view.
Company Overview
Company security scores, license utilization, activity summaries, and downloadable reports for admin review.
User Reports
Per-user security and activity data for detailed admin review and export.
Security Overview
Security score, password strength, reused and weak passwords, and other risk indicators surfaced for admin review.
System
Designing a Scalable Admin System
The redesign depended on reusable interaction patterns shared across users, groups, devices, policies, integrations, and reports.
- Operational tables
- Contextual sidebars
- Tabbed detail views
- Status systems
- Bulk action patterns
- Modal workflows
Working With Product Constraints
The redesign had to work within existing product architecture, legacy functionality, security requirements, and ecosystem constraints.
The goal was to improve clarity without pretending enterprise complexity could simply disappear.
Outcome
Outcome
The redesign established a clearer foundation for enterprise administration across users, groups, devices, policies, integrations, and reporting.
Key improvements included:
- Clearer administrative workflows
- More scalable interaction patterns
- Better visibility into organizational risk
- Faster operational workflows through filters, profiles, and bulk actions
Takeaways
What I Took From This Project
Admin UX is about responsibility, not just control.
Good admin interfaces help admins understand what needs attention and what actions are safe to take.
Complex products need strong information architecture.
When systems include users, groups, devices, policies, integrations, and reports, structure matters as much as visual design.
Enterprise usability is not simplification at any cost.
Some complexity is necessary. The designer's role is to organize it clearly and make risk visible.
