Intro

The multi-user onboarding pattern addresses onboarding scenarios where more than one user may share a device. Users can select from a list of existing accounts on the device to log in with or add a new account. The multi-user onboarding pattern is an extension of the general onboarding pattern. Much like the general onboarding pattern, the multi-user onboarding process and designs can vary depending on the application’s configuration. 

Usage

Only use the multi-user onboarding pattern when there is more than one user who may share a single device. It is used in tandem with the single-user onboarding pattern as an additional module to the overall onboarding process. 

Overall Process 

In summary, the multi-user onboarding process consists of an onboarding segment and a multi-user onboarding segment. After users onboarded their accounts, they can use multi-user onboarding components to sync, switch, and sign-in to their accounts

Structure

Sign In

A. Application Details

  • App Logo (Optional): Recommended for better branding visuals.
  • App Title: Use clear and concise naming conventions for the application’s title. It’s recommended to keep the title length to two rows for mobile or one row for tablet.

B. User Profile
The user profile may contain items that provide more information about the user, such as a profile image, user’s name, job title, etc. The items are fully customizable to provide flexibility to address any privacy or security concerns. 

  • User Image (Optional): If a user’s profile image is not available, then the user’s initials can replace the image instead.
  • User Title: User title is the primary identifier for the user.
  • User Subtitle: User subtitle is the secondary identifier for the user.

C. Sign in Form

  • Passcode Field: The passcode is local to the specific device and user.
  • Sign in Button: The button label should be signed in as the primary call to action. Before a passcode is entered, the sign in button should remain disabled. When tapped, the credentials are validated and will route the user to the Sync flow.
  • Forgot Passcode Link: Takes users to a flow where they can recover or change their passcode.

C. Switch or Add User Button
Allows the user to either select existing user accounts on the device to sign in with or add a new user and go through the onboarding process. 

Switch or Add User

A. App Bar

The app bar contains a back button, search button, screen title, and the add new user button.

B. Selected User Section

The selected user section indicates the current user.

C. User List 

The user list displays available users that have already onboarded on that specific device.

Sync

A. App Bar
The app bar contains a back button and screen title.

B. Sync Indicator

The sync indicator contains items that provide information about sync progress

  • Linear Indicator: Determinate indicators display how long a process will take. They should be used when a process completion can be measured.
  • Title Area: The title area is used to place the main text content related to the sync status.
  • Description: A description is used to provide supplementary information relating to the sync status. It is recommended that the description label does not exceed 3 lines.

Connection Sync Error  

A. App Bar
The app bar contains a back button and screen title.

B. Error Indicator

  • Title Area: The title area is used to place the main text content related to the error.
  • Description: A description is used to provide supplementary information relating to the error. It is recommended that the description label does not exceed 3 lines.
  • Try Again Button: Allow the user to resync to possibly fix the error.

User Sync Error

A. App Bar

The app bar contains a back button and screen title.
B. Error Indicator

  • Title Area: The title area is used to place the main text content related to the error.
  • Description: A description is used to provide supplementary information relating to the error. It is recommended that the description label does not exceed 3 lines.

C. Affected User

This section shows the related user that the current user needs to contact to fix the issue.

  • User Image (Optional)If a user’s profile image is not available then the user’s initials can replace the image instead.
  • User Title: User title is the primary identifier for the user.
  • User Subtitle: User subtitle is the secondary identifier for the user.
  • DescriptionA description is used to provide supplementary information relating to the affected user. It is recommended that the description label does not exceed 3 lines.

D. Return to Login Screen:

Allow the user to return to the login screen to allow the related user to login into their account to fix the error. 

Behavior and Interaction 

Sign In

The user profile loaded/selected on the sign in screen is set to the last signed account on the device. Users can tap the switch or add user button to find a different account they need to log in to.

  • Passcode Field:  This is a text input field for entering a passcode
  • Sign in Button: Tapping on the enabled sign in button, the user will start the user authentication and sync process.
  • Forget Passcode Link: Tapping the forgot passcode text link will trigger a push to another screen where the user can retrieve or change their passcode.
  • Switch or Add User Button: Tapping switch or add user will push the switch or add user screen.

Switch or Add User 

  • Back Button: The back button saves the current user profile selection and closes the dialog, returning to the sign in screen with the updated user profile.
  • Add User Button: The add user button leads to the onboarding flow.
  • Search: The local search allows users to search for a user profile that have already gone through the onboarding process for that specific device. For more information on the search component, please see search.
  • User List: The user list allows the user to select the user they need to sign in, the selected section shows the user that was last signed in and all shows all users that have onboarded on this device.

Sync

The Sync page automatically shows and needs to be completed before using the app. Otherwise, it will show the error page to inform the user that the sync is blocked and show the detailed information to help the user fix the issue.

  • Sync in ProgressWith title and description, the linear indicator will display how long a process will take. A successful sync will push the user to the app screen; otherwise, it will bring the user to the sync error page.
  • Return to Sign in Screen ButtonTapping on the return to the sign-in screen button will return the user to the sign-in screen.
  • Try Again Button: Tapping on the try again button will prompt the system to try to resync

Spec

Sign In

The user profile section can be modified by admin or developers to display certain information types.  

Contact Cell

The contact cell includes information about a user with content like image, name, email address, etc.