My design included a 'Multi-Organization User' label added to the existing account details page so that boodleAI admins could easily identify these users. This label would automatically appear for any users who's email became associated with two or more accounts. I’d seen something similar done effectively at a company where I’d previously worked, so I drew inspiration from there.

When a boodleAI admin adds a new user to an account, the existing experience was enhanced by adding an auto-complete drop down which appears when typing in the email. This way admins can easily select a user that has already been added to an existing account. My first iteration treated this process as more of a user permissions solution than a user categorization solution. In the 'add user modal', I designed a drop down that enabled the Customer Success Manager to select if the user was just a ‘user’ or a ‘multi-organization user.’ However, when I took this to the VP of Product, he provided feedback that it didn’t fit the use case, because we were trying to assign a single user to multiple accounts easily, not assign a specific role to a user in a single account. After some collaborative workshopping, we came up with the auto-assign process instead.