Learn the alternative paths that your users can follow when having difficulties connecting their payroll accounts.
Argyle Link enables your users to share their income and employment data by:
- Providing details about their income sources
- Authorizing access to their payroll providers’ systems
This article provides in-app solutions for possible scenarios when users fail to connect their payroll accounts with Link.
These Link fallback flows are supported starting from these Link SDK versions:
React Native 4.3
If users cannot find their income source
If your users cannot find their income source on Link’s Search screen, you can provide them with these alternative flows to connect their accounts:
- Users can search for a payroll provider from the collection of Link items.
- If users cannot find their payroll provider, they can add their payroll provider’s details or upload documents to verify their income.
- You can direct users to a specific part of your application to continue the connection process.
These are the available flows for users that cannot find their income source:
Search for a payroll provider
Your users can search among the payroll providers covered by Argyle to access their accounts through the custom Can’t find your income source? button.
This button becomes available when users search by typing an income source on the Search screen and is predetermined in your Argyle configuration.
Log in to the user payroll provider platform
When your users select a payroll provider from the results, Link directs them to the Login screen, where they can log in to their platform.
This is what this login process looks like:
If you only have Gig platforms enabled on the Available Link items in Link Customizer, the Can’t find your income source? button excludes this payroll provider search feature from the flow and prompts users only to enter their income source details.
If users cannot find their payroll provider
If users cannot find their payroll provider within the list of Link items available or by using the Can’t find your income source? button, you can enable them using the flows in this section.
Add payroll provider’s details
Your users can add details about their payroll provider with the Can’t find your payroll provider? button on the Search screen.
The Can’t find your payroll provider? option prompts the users with a form to enter their income source and payroll details. This information can help expand Argyle's coverage for future connections, enabling more of your users to connect their accounts.
This diagram represents the user flow:
This form is enabled by default when the search option is configured, or you have set a limited list of Link items available for your user.
If you allow Deep linking in Customizer, both this form and the Search screen are disabled.
Upload documents to verify user income
Alternatively, you can enable the Document upload feature for users that cannot find their income source.
With this feature, your users can upload documents such as W-2s, 1099s, and Paystubs to verify their income without connecting their employer or payroll accounts.
Users do this through the Verify your income manually button from the Select your payroll provider screen.
The Document upload feature is disabled by default. Enable this feature from the ‘If no results’ experience options in Link Customizer.
You can also configure Link to prompt the user to upload documents when they enter incorrect credentials. This is what the user flows look like:
Learn how to leverage and customize this feature from the Document upload experience and Document upload implementation articles.
Direct users to a specific part of your application or website
You can create a custom path to direct your users to any part of your application or website and continue your own user flow outside of Link.
You can do this by defining callbacks for the Link flow to help users that cannot find their income source. To set up this feature:
- Define the callback in your Argyle integration. You can find this configuration in the Integration guide for your application’s client.
- Enable the Close Link and trigger the
onCantFindLinkItemClickedcallback option in Link Customizer. This option is available on the ‘If no results’ experience screen on the Select income source phase.
Consult the technical details about the
onCantFindLinkItemClickedcallback in the function’s description.
If users cannot log in to their accounts
Sometimes users can have difficulties entering their credentials when trying to connect their employer or payroll provider accounts with Link, causing a login error.
Argyle Link has a reset password feature that helps them recover their credentials when:
You can also enable the Document upload feature in case of a failed login to help them verify their income manually. These flows are as follows:
Users forget their password
Your users can select the preset Forgot password? button from the Login screen to start a password reset process outside of Link.
This Forgot password? button directs your users to their income source or payroll provider’s website to initiate their password reset process.
Users enter incorrect credentials
With Link, you can enable recovery options that display after users enter incorrect credentials. These options prompt your users to perform an action after a login failed.
Prompt users to reset their password
You can help your users by prompting them to initiate the password reset process when they enter incorrect credentials.
Enable a Reset password overlay for failed login attempts in Link Customizer. This overlay displays on the Intro screen and directs the users to their income source or payroll provider’s systems to start their password reset process.
This is what the Reset password overlay in case of failed login looks like:
If you have Document upload enabled on the ‘If login failed’ experience options in Link Customizer, the Reset password overlay will not be displayed when users fail to log in.
Prompt users to upload documents to verify their income
Alternatively, you can prompt the users to upload documents to verify their income on the Login screen after a failed login.
This feature displays an overlay with the Can’t log in? message with the Upload documents button to initiate the Document upload process.
By selecting Upload documents, your users can proceed to upload W-2s, 1099s, and Paystubs to verify their income without logging in to an employer or payroll account.
The Document upload in case of a failed login is disabled by default. Enable this feature from the ‘If login failed’ experience options in Link Customizer.
Updated 4 months ago