My Team

A user interface for managing advisors within an agency.

In this page
August 6th, 2024

Comprehensive View

Grid Layout

The UI will provide a view of all the advisors, categorized into approved, pending, suspended and locked members. This will help the user quickly assess the current status of the agency.

Default View

The following design shows the default view: 'ALL' of the advisors.

Design Specs
August 22nd, 2024

Status

Enabled or Archived

User can toggle between Active and Inactive advisors.

August 6th, 2024

UI Card

The following data will display on card:

Design
August 8th, 2024

Filter

Approved

User can select Status, Signed in, Bookings, or/and Royalty Points in the side bar filter. A filter pill will display at the top of the grid.

Design Specs

Approved. Suspended.

User can select Status, Signed in, Bookings, and Royalty Points in the side bar filter. A filter pill will display at the top of the grid.

Design Specs

Approved. Bookings. Points.

User can select Status, Signed in, Bookings, and Royalty Points in the side bar filter. A filter pill will display at the top of the grid.

Design Specs
Feb 15th, 2024

Sort by

Allow user to find team members within a specified list.

Design
July 14th, 2024

Change Status

Approved to Suspended

Travel advisor will be able to change status of an 'Approved' advisor to a suspended status. Initially, the 'Save' button is disabled.

Design Specs

The 'Save' button is enabled when user clicks on the switch.

Design Specs

Feedback response with appropriate message.

Design Specs

Approve

The following flows show approving advisors that are pending, suspended or locked.

Pending to Approved

User can change Pending status to Approved status.

See Design Sequence

Suspended to Approved

User can change Pending status to Approved status.

See Design Sequence

Locked to Approved

User can change Pending status to Approved status.

See Design Sequence

Approved Feedback Modal

Modal window to let user know that advisor has been approved.

See Design Specs
August 6th, 2024

Archived

Grid Layout

When user selects ARCHIVED, they will see the ARCHIVED advisors within that agency.

  • The UI Cars are smaller with data
  • The filter is different wich is related to the ARCHIVED advisors
Design Specs