In enterprise applications, onboarding is the process of activating an account for a new user (or an existing user) and getting them up and running with the app. The user’s account is typically assigned by an admin or the IT department before using the app.
The onboarding process can vary depending on the configuration of the app by the admin or the IT department in terms of data sensitivity and security level.
Briefly, the onboarding process consists of four steps: Launch screen, Activation, Agreement, and Authentication. There are five different types of onboarding processes based on the context of users: activation email onboarding, discovery service onboarding, QR code scan onboarding, choose options (discovery service vs QR code), and custom onboarding.
- Welcome users with an element of excitement for the experience ahead.
- If passcode setup is required during onboarding, include fingerprint enablement as well. Using fingerprint to sign in is convenient for the returning user in the long term.
- Keep the entire onboarding process as simple as possible, and use clear language that gets straight to the point.
- Onboarding is supported on both mobile and tablet. For mobile, screens appear only in portrait mode. For tablet, onboarding is supported both in landscape and portrait mode.
Process & Design
A. Launch Screen
The launch screen is the first thing new users experience with the product. It welcomes new users by showing the overall mood of the app and briefly presents what the major features are.
Top User Benefit
This offers the primary benefits of the app and is helpful for users to understand what the app is about.
Users can access the demo mode through the launch screen.
B-1. Activation: Email Link
The user cannot execute the registration through the app, but they may receive a confirmation message that a different registration process should be executed beforehand (it will be described in an activation email).
In this case, a user needs to go to their email inbox to check the message and click the activation link.
It simply describes instruction for the next step and displays the email address to where the activation email was sent to a user for verification. There are no action buttons. Users need to close the app to open and check their email to move forward in the onboarding process.
B-2. Activation: Discovery Service
For the discovery service onboarding, an email input field will appear on the activation screen. Here, an email address should be provided first to then start the execution of the discovery service based onboarding process.
B-3. Activation: QR Code Scan
QR code activation is another way to onboard. Before starting the activation process, the user must be provided with a QR code to scan. Users can scan a QR code by using a camera or by scanning via images saved on their phone gallery. Using the scanner has the benefit of reducing errors and streamlining the activation process.
B-4. Activation: Choose Options
In this activation type, a user can choose how to onboard either using discovery service or QR code scan. Once the option is selected, the rest of the process follows the flow of the activation type chosen.
C. Agreement: EULA
In proprietary software, an end-user license agreement (EULA) or software license agreement is the contract between the licensor and purchaser, establishing the purchaser’s right to use the software. To move forward in the onboarding process, users need to agree to the EULA.