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Payback

Client
Payback
Role
Product Designer
Period
2025-2026

About Project

Payback runs on partnerships and every partnership runs on briefings. What started as a way to organize a single process grew, briefing by briefing, into the operating system for how Payback and its partners work together. Sales ops, partner managers, admins: different roles, different needs, one shared source of truth.

The platform wasn't designed to impose structure from above it was designed to reflect how collaboration already happened, and simply make it visible, fast, and accountable.

  • Enterprise platform design
  • Workflow & role-based UX
  • Systems integration design

One briefing,
four responsibilities.

A briefing moves through the same five stages for everyone, but each role only sees the part it owns. The audit log runs underneath the whole thing, so no step is ever anonymous.

Sales ops
01  Request
Opens a briefing request with campaign goal, volume and validity window.
02  Build
Fills coupon parameters and attaches the offer detail.
03  Approve
Answers review comments, resubmits if changed.
04  Publish
Publishes and issues the coupon codes.
05  Audit
Checks status and volume against the campaign plan.
Partner managers
01  Request
Qualifies the request against the partner agreement.
02  Build
Adds partner terms, budget split and constraints.
03  Approve
Approves, or returns the briefing with a reason.
04  Publish
Confirms the partner has what they need to run it.
05  Audit
Reviews history before the next briefing with that partner.
Partners
01  Request
Raises a briefing from their own side of the platform.
02  Build
Supplies assets and the parameters only they hold.
03  Approve
Sees the request move, not who is deciding.
04  Publish
Receives issued coupons and the live briefing record.
05  Audit
Sees their own briefing history, nobody else's.
Admins
01  Request
Defines which briefing types can be requested at all.
02  Build
Maintains templates, fields and validation rules.
03  Approve
Unblocks stuck approvals and edge cases.
04  Publish
Steps in only when publishing hits an error.
05  Audit
Owns the full audit log across every partner.
Audit log
Request created, by whom
Every field change kept
Decision and reason stored
Issued volume timestamped
Whole trail exportable

Roles, and what
each one can touch.

Permissions were drawn before screens were. Sales ops carry the widest day-to-day access, partners reach only their own records, and admins hold the platform-level actions — integrations, roles, escalations — that nobody else can bypass.

Create a briefing
Sales ops
Partner mgr
Partners
Admins
Edit briefing parameters
Sales ops
Partner mgr
Partners
Admins
Approve a briefing
Sales ops
Partner mgr
Partners
Admins
Publish and issue coupons
Sales ops
Partner mgr
Partners
Admins
Manage briefing types and templates
Sales ops
Partner mgr
Partners
Admins
Resolve escalations and stuck briefings
Sales ops
Partner mgr
Partners
Admins
Manage integrations
Sales ops
Partner mgr
Partners
Admins
Manage users and roles
Sales ops
Partner mgr
Partners
Admins
View the audit log
Sales ops
Partner mgr
Partners
Admins
Export records
Sales ops
Partner mgr
Partners
Admins
Full access
Own records only
View only
No access
Sole owner of the action

Designed for trust in every action,
turning collaboration between partners into something
clear and accountable.

01. Framing the Challenge

Research began inside the chaos of manual coupon creation; thousands of coupons a month, shared spreadsheets, no real audit trail to identify where a structured system could remove friction without removing flexibility.

02. Designing the Product

Interfaces were shaped around roles, not features giving admins, sales ops, partners and partner managers each a workflow suited to their responsibilities, while keeping every action traceable through a shared audit log.

03. Scaling the Solution

The platform launched as a focused tool and expanded in phases, growing new integrations and briefing types as adoption spread from internal teams to daily use by external partners.