[UX] Designs for Customer with multiple Account memberships
Problem
Right now a Customer record in CustomersDot represents a mixture of a physical user (Zuora Contact) and an Account (Zuora Customer Account). As discussed in &8331, this is a problem for a few reasons, leading to a variety of bugs. The groupfulfillment platform team is working to correct this by introducing new data models to allow for Accounts and Account Memberships. Multiple Customers in CDot should be able to be associated with an Account. On the flip side, one Customer record should be able to be associated with multiple Accounts (through Account Memberships).
The data structure, and therefore user interface, for CustomersDot currently only supports one Account per Customer. As we work on updating the data structure, we need to think about a new user interface that allows a Customer to have multiple Account Memberships.
Proposal
Provide designs for a new CustomersDot user interface that supports a Customer with multiple Account Memberships.
- How does a Customer select the Account before the normal operations and features are shown, like Managing Purchases or Editing Account information?
- Does a Customer need to be able to create additional Accounts? If so, how do they do so?
- During purchase, how does a Customer determine which Account they want to purchase under?
Result
Once the designs are ready and approved, this will unblock the frontend work for to the epic. We should create frontend issues in this epic using the finalized designs. I anticipate at least a few for things like the login experience, selecting accounts to manage, editing accounts, etc.
The backend work should not be blocked by this design work, at least a large majority of it. There may be backend work to the account edit page related to these designs.