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Navigation - Customizable Roles Set Up and Configuration

Proposal

Add new navigation item for configuration of Customizable Roles. This feature is going to both self-managed and SaaS, Ultimate only. We are open as to where to put this and would like guidance.

This is an admin/group owner only feature. I would expect that at least 50-80% of Ultimate customers will use this feature.

You can read more about the problem statement customizable roles solves here.

Other locations that were considered

The mocks we have previously from UX show this being under "Admin" menu. This only works for self-managed. We are implementing this feature for both SaaS and self-managed. Where should we put the SaaS menu item? Somewhere different from self-managed? Or should we put it somewhere where it can be accessed from both, perhaps under "Settings"?

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Design Management

Checklist

  • Review the handbook page for navigation changes
  • Add relevant information to the issue description detailing your proposal, including usage and business drivers.
  • List at least two other places you considered to introduce your feature
  • Add relevant designs to the Design Management area of the issue
  • Ensure your UI suggestion align with the Documentation Style Guide
  • Engage Technical Writing. They can help craft a term that best describes the feature(s) you’re proposing.
  • Follow the product development workflow validation process to ensure you are solving a well understood problem and that the proposed change is understandable and non-disruptive to users. Navigation-specific research is mandatory for additions or when restructuring.
  • Engage the Foundations Product Manager for approval. The Foundations DRI (@cdybenko) will work with UX partners in product design, research, and technical writing, as applicable.
  • Consider whether you need to communicate the change somehow, or if you will have an interim period in the UI where your item will live in more than one place.
  • Ensure engineers are familiar with the implementation steps for navigation.
Edited by Hannah Sutor