Fallbacks

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 page provides in-app solutions for possible scenarios when users fail to connect their payroll accounts with Link.

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 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 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:

Upload documents to verify user income

Alternatively, you can enable document uploading 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.

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:

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:

1. Define the callback in your Argyle integration. You can find this configuration in the integration guide for your application's client.
2. Enable the Close Link and trigger the onCantFindLinkItemClicked callback option in Link Customizer. This option is available on the "If no results" experience screen on the Select income source area.

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:

• Users forget their password
• Users enter incorrect credentials

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:

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.