Clearent
A Dashboard WebApp for Merchants
Clearent is the first global platform integrating software, payments, and commerce-enabling services to help businesses thrive.
The Merchant Dashboard project was a huge undertaking with big impact. As the solo UX Designer for Clearent during the duration of the project, I was highly involved throughout the lifecycle of the project. I conducted in-person and digital interviews with Merchants and internal sales teams to ensure that I thoroughly understood the need of our users. I explored St. Louis with Sales Reps to watch our Merchants use their virtual terminal systems in person, learning from corner store shops, laundromat operators and 5 star restaurant owners.
After compiling my research the next 9 months consisted of wireframes, working prototypes, pitching to leadership, workshopping, validating and low to high fidelity mockups while working alongside the engineering team. The Merchant dashboard allows Clearent Merchants a holistic look into their business, earnings and compliance status – something they’ve never had before. Game changer.
Self-Service Account Settings
Adding an Account User with Permissions
In order for a Merchant’s employees to have access to their credit card processing account, the primary point of contact is required to add the user and send an invite. While adding a user, the POC an accomplish the following in 3 easy steps:
Add user with distinct permissions
Decide what type of permissions the user is granted according to their title with the ability to customize per add
Turn Virtual Terminal access on or off per user (gives employee view only access to see device transactions from any date)
Turn On Reporting access (gives employee insight into transactional data)
Turn on Virtual Terminal Clerk access (gives employee access to make changes tip, refund, close a dispute, cancel an order, etc.)
Allows admins to monitor account activity among users, which includes last login date
