First Principles of SaaS UX · CHAPTER 6 OF 7

Privacy, access, and flexible navigation

Data Privacy

Data Should Follow User Access

Users Should Only See Relevant Information

Data privacy means ensuring users can access only the information required for their role and tasks.

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For example:

Patient: Only their own records

Nurse: Clinical information but not billing details

Doctor’s personal Information

Patinet Prescription

Data Should Follow User Access: Doctor’s personal Information Patinet Prescription

Data Should Follow User Access

Users Should Only See Relevant Information

Data privacy means ensuring users can access only the information required for their role and tasks.

For example:

Patient: Only their own records

Nurse: Clinical information but not billing details

Doctor’s personal Information

Patinet Prescription

Data Should Follow User Access: Doctor’s personal Information Patinet Prescription

Role-based access is essential when designing complex software.

Role-based access is essential when designing complex software.

Flexible Navigation

Correct decisions

Users Don’t Always Follow the Perfect Path: Correct decisions
Users Don’t Always Follow the Perfect Path: Correct decisions

Modify choices

Users Don’t Always Follow the Perfect Path: Modify choices A B

A

B

Users Don’t Always Follow the Perfect Path: Continue without restarting

Continue without restarting

Users Don’t Always Follow the Perfect Path: Continue without restarting

Users Don’t Always Follow the Perfect Path

Design for Changing Decisions. Users make mistakes and change their minds.

Users Don’t Always Follow the Perfect Path

Design for Changing Decisions. Users make mistakes and change their minds.

Correct decisions

Users Don’t Always Follow the Perfect Path: Correct decisions
Users Don’t Always Follow the Perfect Path: Correct decisions

Modify choices

Users Don’t Always Follow the Perfect Path: Modify choices A B

A

B

Users Don’t Always Follow the Perfect Path: Continue without restarting

Continue without restarting

Users Don’t Always Follow the Perfect Path: Continue without restarting

Example: Home Automation

Change Decisions Without Restarting

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A user selects: Device Trigger

But later realises they need: Device Time Trigger

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Instead of restarting the entire flow, they can switch the option directly from the dropdown.

Example: Home Automation: Create your Routine Select a trigger Device Trigger Trigger device manually Manual Trigger Turn off all the lights in the bedroom with one tap Device & Time Trigger Change the behaviour of the device in terms of device or time Time Trigger

Create your Routine

Select a trigger

Device Trigger

Trigger device manually

Manual Trigger

Turn off all the lights in the bedroom with one tap

Device & Time Trigger

Change the behaviour of the device in terms of device or time

Time Trigger

Ex: Schedule 6.00am every morning

Sensor Trigger

Trigger devices when your around

Example: Home Automation: Create your Routine Select a trigger Device Trigger Trigger device manually Manual Trigger Turn off all the lights in the bedroom with one tap Device & Time Trigger Change the behaviour of the device in terms of device or time Time Trigger

Example: Home Automation

Change Decisions Without Restarting

A user selects: Device Trigger

But later realises they need: Device Time Trigger

Instead of restarting the entire flow, they can switch the option directly from the dropdown.

Example: Home Automation: Create your Routine Select a trigger Device Trigger Trigger device manually Manual Trigger Turn off all the lights in the bedroom with one tap Device & Time Trigger Change the behaviour of the device in terms of device or time Time Trigger

Create your Routine

Select a trigger

Device Trigger

Trigger device manually

Manual Trigger

Turn off all the lights in the bedroom with one tap

Device & Time Trigger

Change the behaviour of the device in terms of device or time

Time Trigger

Ex: Schedule 6.00am every morning

Sensor Trigger

Trigger devices when your around

Example: Home Automation: Create your Routine Select a trigger Device Trigger Trigger device manually Manual Trigger Turn off all the lights in the bedroom with one tap Device & Time Trigger Change the behaviour of the device in terms of device or time Time Trigger

Example: Figma

Preserve Previous Work While Changing Decisions

​

In Figma, a user can switch:

Inner Shadow to Drop Shadow without removing the effect and configuring everything again.

​

The properties adjust automatically. This allows users to change decisions without starting over.

Correct decisions

Example: Figma: Correct decisions
Example: Figma: Correct decisions
Example: Figma: Correct decisions
Example: Figma: Correct decisions

Example: Figma

Preserve Previous Work While Changing Decisions

In Figma, a user can switch:

Inner Shadow to Drop Shadow without removing the effect and configuring everything again.

The properties adjust automatically. This allows users to change decisions without starting over.

Correct decisions

Example: Figma: Correct decisions
Example: Figma: Correct decisions
Example: Figma: Correct decisions
Example: Figma: Correct decisions

The Core Principle

Good information hierarchy ensures users get:

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The right information - At the right time - With the right level of access

​

Combined with privacy and flexible navigation, it creates software that supports real workflows instead of forcing users to adapt to the system.

Right Access

Right Time

Right Information

The Core Principle

Good information hierarchy ensures users get:

The right information - At the right time - With the right level of access

Combined with privacy and flexible navigation, it creates software that supports real workflows instead of forcing users to adapt to the system.

Right Access

Right Time

Right Information

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