TMO User Management Profile View
The self-service view serves as a central hub where users, including Texas Mutual employees, TMO users, injured employees, policyholders, and agencies, can manage their profiles, security settings, and relationships
The Objective
Our goal was to unify and streamline multiple pages into a singular modular, user-friendly interface while ensuring security and ease of use.
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Background
The previous design scattered security settings, profile information, and relationship management across different areas, creating a fragmented experience for users.
Goals for Self- Service
View
01
Unify User Management
Consolidate profile details, security settings, and relationship management into a single, intuitive hub for easier access.
02
Improve Scalability
Design a flexible system that accommodates users with multiple relationships without added complexity.
03
Security
Implement authentication safeguards while maintaining a seamless user experience.
04
Optimize Usability
Establish a clear information hierarchy while enhancing the visual design for a more intuitive and modern user experience.
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Collaboration
The success of the self-service profile redesign relied on close collaboration between the UX research and development teams to balance user needs, business goals, and technical feasibility.
UX Research
The UX Research team identified key user pain points and navigation struggles. Through user testing and insights, the research team validated design decisions along the way to ensure the final solution addressed real needs and aligned with business objectives.
Dev Team
Before diving into design, we collaborated with developers to identify technical limitations, understand how user data was stored and retrieved, and discuss security protocols. This ensured that the solution would be technically feasible without compromising usability.
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The Design
We needed to rethink the structure from the ground up.
The UX team introduced a consistent UI, modular structure, and thoughtful information hierarchy, to ensure that users could navigate their profiles effortlessly.
Header Card
Color-coded card includes main information about the user or company
Profile Details
Users can edit their personal information
Tabs
Designed to display more information based on the roles and permissions of the user
Management
Dropdown allows users to quickly switch relationships to manage
Security Settings
Offers users secure access to account changes
Modular Design
Ensures the interface is adaptable and ready for future business needs
A Consistent & Familiar Header Card
Maintaining consistency with the search results layout, the profile top header card includes:
❋ Color coded user type for quick identification.
❋ User or company name for clarity.
❋ Account identifier:
-Policy number for Policyholders
-Agency code for Agencies
-Email for Users
❋ Expandable details dropdown for additional information.
❋ Last login date and time visible to administrators for oversight.
Tab-Based Navigation
Consolidates all relevant profile information into a single interface providing a scalable solution.
We needed a scalable solution that would not only improve the current experience but also accommodate future enhancements seamlessly.
❋ How it works:
-Users viewing their own profile see a single “Manage Account” tab.
-Admins/ISCs see additional tabs relevant to their oversight duties.
Modular Design for Key Features
The body of the page consists of modular sections, each displayed to specific users dedicated to a specific function:
1️⃣ Profile Details
❋ Displays user name, role, and contact info.
❋ Features an edit button that opens a full-page modal while keeping the header card visible for context.
❋ When users can save changes or cancel, with a confirmation banner appearing upon successful updates.
2️⃣ Relationship Management
❋ This feature was designed for multi-account users.
❋ If a user has multiple relationships, they see a dropdown selector listing their associated companies.
❋If they have only one relationship, this section is hidden for simplicity.
3️⃣ Security Settings
❋ Due to security concerns, these settings are nested within links that expand when accessed.
❋ Users must verify their identity before making changes.
❋ Password update experience improved displaying real-time validation as users type.
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The Results
The Self-Service profile view redesign transformed a fragmented experience into an intuitive, secure, and scalable account management hub.
Final Product
By introducing a consistent UI, modular structure, and thoughtful information hierarchy, we ensured that users could navigate their profiles effortlessly while maintaining security best practices.
This project exemplifies the power of UX research, iterative design, and cross-team collaboration in solving complex usability challenges.
Higher User Adoption
Improved Efficiency
Enhanced Security & Usability
Increased Scalability
Enhanced Support and Oversight View
Designed to equip administrators and ISCs with better tools for managing user accounts, providing support, and overseeing system interactions. With clearer navigation and more intuitive controls, administrators can now efficiently manage accounts, resolve issues faster, and provide better support to policyholders and employees.