B2B company account setup • web platform

I am eager to share a preview from the employee benefits platform I’m currently working on. This is the Company setup step, where the user can perform actions such as managing subscriptions, setting contributions, and adding participants.

My goal was to make it easy for users to manage their preferences, but it’s challenging to design setup flows that align with users’ needs. Even something as simple as allowing users to edit an email template takes careful planning. I aimed for a clear and modern UI, that emphasised all of the essential data without looking cluttered.