bitshares / bitshares-ui

Fully featured Graphical User Interface / Reference Wallet for the BitShares Blockchain
https://wallet.bitshares.org
MIT License
518 stars 570 forks source link

[6] Make sign-up newbie friendly #258

Closed btsfav closed 7 years ago

btsfav commented 7 years ago

A lot of support requests start with people not knowing how they registered their account. followed by "what's a .bin?"

Proposal: Only offer Account Model, hide full wallet behind an explanation

landry314 commented 7 years ago

I highly disagree that the Account model should be the default and the Wallet model be a small link somewhere because the Wallet model is the most secure of the two.

I can imagine people using the account model with the name of their dog followed by the digits in their birthday and then having someone hack their account and steal all their funds. It really is not safe.

I do think that it needs to be clearer what the difference is, yes, and the backup process should be explained more. We should explain that the backup file needs to be copied to a flash drive and moved offsite in case of fire or theft. This is very important.

wmbutler commented 7 years ago

Further discussion: I think there are 3 options for anyone arriving at the reference wallet for the first time:

I think that wallet and Login should carry equal weight as well. I also believe that the restore operation should stand on its own. I think we need recognizable icons for each with descriptions that are revealed when the user hovers over each. I'll start submitting some UX for this as well so we can comment.

wmbutler commented 7 years ago

This is by no means to be considered a final UX, but the point I'd like to make here is that we can give the user just a few decisions to make. I'd envision hover states on each to explain further the implications of each.

screen shot 2017-08-15 at 3 38 52 pm

landry314 commented 7 years ago

Excellent idea to add Restore to the options.

I suggest "New Wallet" and "Restore Wallet" to further clarify.

wmbutler commented 7 years ago

Is there a Restore function for the user account model with a brainkey?

btsfav commented 7 years ago

@wmbutler @landry314 excellent ideas! I'd like to test this one please

flux627 commented 7 years ago

Maybe if the names were just a little more descriptive it wouldn't be as confusing. The wallet model could be called "Local Wallet", and the account model could be called "Cloud Account" or "Anywhere Account" or something else memorable. All with different contrasting icons. When someone is signed in using a "Cloud Account", it should show a cloud by their name.

Right now the differentiation between "wallet model" and "account model" is wallet vs. account, which is confusing because wallets contain accounts. I've done a lot of customer support, and most people, even ones who don't have a problem (yet), don't know which account model they used, and assume that since their wallet contains an account that it must be the account model. Using words like "Local" and "Cloud" make it much more clear as to what is happening.

o5j5vg55bv5hv5j5f8799f9 commented 7 years ago

I, as a user, am mostly concerned about what I have to back up when I choose.

So I see choices as

or

for me saving and keeping track of files is not an option. I cannot think of a way to do that securely, so I stick with account model which is closest to what I use for 99% of other crypto via HD wallets.

"wallet model" and "account model" is wallet vs. account, which is confusing

This is constantly coming up when I try to help people too. I think keeping track of file is advanced and newer users used to HD wallets and private keys directly have never even used wallet.dat we used to do.

btsfav commented 7 years ago

so with the flood of new users, it's very clear that giving the user a choice at sign-up is a bad idea.

please make account model default, or make the decision process more obvious and seamless for the new user

wmbutler commented 7 years ago

Welcome

The welcome page has options for Creating a New Account (Account Model, tentatively to be renamed: Cloud Wallet) or logging in (Account Model, tentatively to be renamed: Cloud Wallet). Wallet Model, tentatively to be renamed: Local Wallet will be hidden behind Advanced. Restore areas are hidden behind restore.

screen shot 2017-10-06 at 12 54 47 am

Register

Much less verbose but still has appropriate warnings. Adopts upcoming tables look.

screen shot 2017-10-05 at 6 04 14 pm

wmbutler commented 7 years ago

Related to #301

knifewine commented 7 years ago

I like these new mock ups

+1

btsfav commented 7 years ago

+1 need this asap

wmbutler commented 7 years ago

I really like "Your Decentralized Exchange" better.

kimchi-king commented 7 years ago

@wmbutler The new layout is fantastic. Great work.

Could we switch the default theme to the "Light Theme"? Makes everything fresher and easier to read.

wmbutler commented 7 years ago

register

wmbutler commented 7 years ago

screen shot 2017-10-06 at 8 53 21 am

jojapoppa commented 7 years ago

there are issues related to conversion to wallet mode from account mode, already tracked in git. if those issues can first be resolved, then this proposal would be great for new users. is it also possible to enforce a password strength policy? or better yet require a pass phrase as they are stronger and easier to remember?

btsfav commented 7 years ago

@jojapoppa bitshares.org uses strong passwords by default. it's pre-created

jojapoppa commented 7 years ago

ah. then the passwords are covered then. i noticed that you do allow spaces in them, so if folks know to write out an easy to remember phrase, they would be in good shape. (that is if they decide not to use the unintelligible auto-generated sequence of random characters...) ;-) It just seems a shame that everyday people don't know to use phrases, as they are stronger than sequences of characters, and usually very easy to memorize. But, okay, I get it...

But, I do still think the Account conversion to Wallet mode needs to be ironed out better in order to achieve your goal... tx for creating this ticket though!!! It's badly needed.

svk31 commented 7 years ago

So something like this?

image

btsfav commented 7 years ago

it's deployed here https://r.bitshares.eu/e15712aee74b4732/ - looking very good (+ref working).

one thing is missing: tips on account name. people need to know the criteria for new acc names.

wmbutler commented 7 years ago

@jojapoppa the purpose of this issue it to make onboarding easy, not to "iron out account conversions". If you want to do that, open an issue and post some UX of it.

@svk31 perfect. The less confusion the better. You might consider setting the width the same as the welcome and registration screens.

wmbutler commented 7 years ago
jojapoppa commented 7 years ago

I see. Yes, this "Cloud Wallet" language looks like a solid improvement. Thank you.

o5j5vg55bv5hv5j5f8799f9 commented 7 years ago

1st: This looks amazing. Black background, those colors, what a difference. Wallet model behind advanced is going to solve so many problems.

Here is something key I've noticed.

People don't understand they are making a blockchain account.

example why:

Welcome to BitShares Your Decentralized Exchange Your share in the Decentralized Exchange

They think they are making an exchange account. Like a website account. Someone was upset it was hard to remember password and no 2fa - when has someone been upset they couldn't remember bitcoin's private key or that it doesn't have 2fa. Personally, I prefer to introduce Bitshares as a blockchain or a cryptocurrency rather than only a DEX specifically because it helps to understand difference between send/receive and deposit/withdraw and so on.

GENERATED PASSWORD I UNDERSTAND THAT NO ONE CAN RECOVER MY PASSWORD IF I LOSE OR FORGET IT I HAVE WRITTEN DOWN OR OTHERWISE STORED MY PASSWORD

People don't generally associate losing password with losing money. Ever.

Still nothing mentions this being a blockchain account and money. I rarely read check marks honestly.

Here are words we need to see/hear: money, wallet, lose, blockchain :

hit every type of person - blockchain makes it clear it's a new blockchain. loosing money is scary to everyone. Shows isn't just an exchange, this is a wallet on a whole new blockchain.

https://imgur.com/a/zUJAM

I try to explain more concepts in there briefly like name=address, and avoid using term password (although might still want to use it in code so lastpass picks it up).

Maybe it will be less glanced over if only a little text is used at a time: A user is slowly walked through it like in many good websites. Rough drawing of suggestion.

Thanks!

wmbutler commented 7 years ago

Your UX is truly dizzying :). @svk31 let's concede the point that we need to mention funds can be lost. Change the first checkbox language to this:

svk31 commented 7 years ago

I agree we also need to make people understand they're making a blockchain based account, here's an example confused user from Telegram right now:

image

btsfav commented 7 years ago

@svk31 perhaps too philosophical for this discussion, but I'd start calling BitShares either a Decentralized Trading Platform or Blockchain Trading Platform, a trading platform is a top level term and includes wallet, exchanges and so on.

kimchi-king commented 7 years ago

Need to change "noone" to "no one" on the second bullet point.

"I understand that noone can recover..."

Overall, this is a fantastic update. Great work to all those involved.

landry314 commented 7 years ago

Since many people do not understand that your name is your address in graphine blockchains, I think this should be made a little clearer upon account creation.

"The account name you choose needs to be unique, as it will be registered publicly on the blockchain and will be your identifer for any transactions you make." is good but how about adding another line to make it very clear:

"Your Account Name is your BitShares Address"

Also, "Your Web Browser is your Wallet" is a little confusing. My web browser? Like Firefox? If the user is using a web browser to interface then "You use your browser to interface with your wallet" is a little clearer. But what if the person is using the stand alone client? Then, it isn't clear that this is what you are referring to. How about:

"Your Web Browser or BitShares Client are how you interface with your Wallet"

I think these two lines clearly placed on this screen will help new users understand better the BitShares system.