As the number of UniFi access caller devices and the variety of call methods and receivers grew, managing the system became increasingly complex due to individual setting panels for each caller.
Efficiently managing caller and receiver pairings is critical to the access system, directly impacting the visitor experience.
To simplify setup and management, we overhauled the caller and receiver settings.
(Callers)
(Receivers)
1
2
01
Decentralized pairing settings added noise and complexity to the management process.
02
Limited scalability fails to support diverse user scenarios.
As the access product strategy evolves from home use to enterprise-level, the point-to-point caller-receiver setting model no longer suits complex scenarios. A scalable framework is needed for quick setup and easy management.
A MORE CENTRALIZED AND IMMERSIVE SETTINGS MODULE, WITH A DIRECT AND SCALABLE VISUAL MANAGEMENT APPROACH.
Centralized Setting Module
We have added an entry for the Caller Manager in the main navigation of the access application, separating the settings for callers and receivers from those for devices.
Visualized Management Approach
To provide users with a more intuitive pairing experience, we have used a topology-based approach as the primary management method.
Although we introduced the concept of [Directory] in the first version to expand use cases for enterprises, its image remains unclear to users.
MINIMIZE THE COGNITIVE LOAD FOR USERS.
Before
Introduce the concept of [Call method] without providing any context.
Problems
- Users setting up call methods are unaware of their impact on visitors using the device.
- Users have no clear understanding of the directory's usage.
After
Provide users setting up the callers with a clear view of how the actual visitors interact with the device.
Displaying all callers in the topology limits the management of large-scale receivers.
Before
Display all callers in the topology, with hover bubbles for management and expandable nodes to view device pairings.
Problems
There is no inherent relationship between callers, showing them together adds unnecessary noise to the caller-receiver setup.
As callers and receivers increase, screen efficiency drops, with users constantly expanding or collapsing nodes, worsening the experience.
FILTER MODULE NOISE TO IMPROVE FEATURE SCALABILITY.
Display each caller individually for focused management.
Separating edit and view functions creates space for expanding caller features to support more complex use cases.
Questioning whether Modals should become a standard approach.
In the MVP, we use side panels and modals as the primary management approach for the topology.
While this reduces learning effort, the back-and-forth navigation creates inefficiencies.
01
Disrupt the user's primary task by taking attention away from the main content or flow.
02
When it appears, it forces the user to switch context, which can reduce efficiency, especially for complex tasks.
CAN WE KEEP ACTIONS WITHIN THE SAME CONTEXT FOR USERS?
Inline creating and editing eliminates the need for users to switch between pages or sections, minimizing workflow disruption. It also reduces cognitive load by preventing users from having to remember or repeat steps across different UI components.
Create a Directory Entry
Manage and Add Receivers
Rename Directories
Enable Dial Number