B2B Case Study
Designing a SaaS Multi-Tenant Admin Platform
Challenge
As B2B SaaS products scale, administration becomes exponentially more complex. Platform teams must manage hundreds or thousands of tenants, each with different plans, feature access, billing states, and security requirements - while tenant admins need clarity and control without exposure to platform-level complexity.
- The challenge was to design a multi-tenant admin system that:
- Enables platform administrators to efficiently manage tenants, features, billing, and system health at scale
- Provides tenant administrators with intuitive user, role, and permission management
- Balances power and safety, preventing accidental misconfiguration
- Scales gracefully as tenants, features, and permissions grow
Design Goals
- Separation of concerns: Platform admins and tenant admins have different mental models, responsibilities, and risk profiles.
- High signal, low noise: Admin tools are information-dense by necessity—but must still be scannable, predictable, and safe.
- Operational efficiency at scale: Actions must support bulk operations, overrides, and auditing without sacrificing clarity.
- Enterprise-grade trust: Clear status indicators, auditability, and permission transparency are essential for B2B credibility.
Users & Mental Models
- Internal operations, support, finance, security teams
- Think in systems, tenants, and risk
- Prioritize uptime, revenue, compliance, and scale
- Customer-side IT, Ops, or Team Leads
- Think in people, access, and productivity
- Want control without cognitive overload
Platform Admin
Tenant Admin
Personas
Information Architecture Strategy
| Platform Admin | Tenant Admin |
| System-wide visibility | Tenant-scoped visibility |
| Feature governance | Feature useage |
| Billing and Subscriptions | Users and Permissions |
| Audit and compliance | Team management |
Platform Admin Tool
Research Goals
- Understand how platform admins mentally model tenants, features, and risk
- Identify where existing admin tools fail under scale
- Validate how tenant admins expect to manage users and permissions
Research Methods Used
- Stakeholder & Subject-Matter Interviews
- Platform operations
- Customer support
- Finance / billing stakeholders
- Security / compliance
- Key Insights:
- Admins think in exceptions, not happy paths
- Overrides are common but poorly tracked in most systems
- Audit logs are often used reactively, not proactively
- Workflow Mapping
- Investigating a billing issue
- Enabling a beta feature for select tenants
- Responding to a system alert
- This surfaced friction points around:
- Context switching
- Poor system state visibility
- Repetitive manual actions
Dashboard
- Notification grid with priority levels:
- Immediate system awareness and prioritization
- Enables admins to triage issues (billing failures, tenant suspensions, system alerts) without digging.
- Executive and operational KPI Tiles:
- Total Users
- System Health
- Monthly revenue
- Tenant Status
- Global Tenant Search
- Optimized for support workflows where admins often start with “find the tenant.”
Manage Tenants
- Tenant List
- Plan Type
- Status
- Executive and operational KPI Tiles:
- Total Users
- Start Date
- Tenant Status
- Tenant Search
Tenant Details
- Plan Details and Useage
- High-risk actions - Reset Password, Impersonate Tenant, Suspend Tenant
- Add Tenant
Overview
- Date Range Filtering
- Payment Status Indicators
- Invoice Download and Print
Subscriptions and Billing
- Plan-based, Beta, Security
- ON/OFF toggles
- Locked state
- Clear override indicators
Feature Flags
Platform Management
- Global default state
- Number of active tenants
- Number of overrides
Feature Management
Feature Drill-In (modal)
- List all tenant overrides
- Bulk selection to remove overrides
Platform Admin Success Metrics
Because admin tools are internal, operational, and high-risk, success is measured less by engagement and more by efficiency, accuracy, and confidence.Operational Efficiency
- Time to locate a tenant: Baseline to Target: 45s - 15s. Validates global search, tenant list scannability
- Time to resolve a tenant issue: Measures effectiveness of dashboard alerts, tenant drill-in, and feature flag visibility
- Bulk action usage rate: Indicates whether feature override and bulk management tooling is reducing manual work
Error & Risk Reduction
- Incidents caused by misconfiguration: Tracks whether locked features, clear override states, and audit logs reduce mistakes
- Rollback time for feature overrides: Measures speed of recovery when issues occur
Tenant Admin Tool
Accessed directly within the product via an Admin button, reinforcing that this is a contextual extension, not a separate system.
Users
- Role (selectable)
- Status
- Last Log In
Roles and Permissions
- Matrix View
- Users x Permissions
- Checkbox assignment
- Add New Permissions
Settings
Tenant-specific configuration without exposure to platform-level concepts.Key UX Challenges & Solutions
Preventing Misconfiguration
- Locked features
- Clear override indicators
- Grouped destructive actions
- Audit logs
Scaling Without Redesign
- Modular IA Feature-based governance
- Bulk actions
- Consistent patterns across surfaces
Balancing Power & Usability
- Progressive disclosure
- Contextual controls
- Separation of admin responsibilities
Tenant Admin Success Metrics
- Time to onboard a new user
- Clarity of user and role management flows
- Role/Permission assignment success rate
- Reduced admin-related support tickets
- Admin feature adoption rate