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IDProjectCategoryView StatusLast Update
0011072Talermerchant portal webuipublic2026-04-01 14:10
Reporterhow Assigned Tovlada.svirsh Resolution deadline
ImplementerReviewer 
Release signed byDeployed by 
VerifierCommunicator 
Data protection authority notification requiredNo  
CSIRT notification requiredNo  
Estimated effort (hours)Actual effort (hours)0 
Fast-trackNo
Work packagenone
PrioritynormalSeverityfeatureReproducibilityalways
Status closedResolutionwon't fix 
Product Versiongit (master) 
Target Version1.6Fixed in Version1.6 
Summary0011072: Issues with Merchant back office onboarding process
DescriptionThere are several issues with the backend form. Here is my feedforth using https://stage.my.taler-ops.ch/

1. Firefox fails to recognize the username for saving the password. Instead of capturing the username it captures the business name. This is because of how Firefox tries to catch the username. It first looks for 'login', 'username' or 'email' field above the password field. If those do not exist, it goes for the text field immediately above the password field. Therefore the username field should be called username and not id.

2. But point 1 is not the only issue. UX would be much better with the following process: a three-step wizard with simpler forms. (see attached screenshots)

Step 1: Ask for a phone or email contact (to send a verification token to) and a business name (for public facing UI and for username generation), plus the acceptance of terms.
Step 2: Provide a unique username based on the business name (ASCII-based hyphen-separated version of the given business name -- which should therefore be limited for URL compliance, i.e., in length) + a field for the token sent by phone, or the one sent by email (which would actually be an URL that brings you straight to that wizard step so you only have the password to enter). This allows the user to spend the time waiting for the confirmation token actively entering a password.
Step 3: Confirmation, celebration!
Steps To ReproduceTo reproduce the Firefox password saving issue, go to the merchant onboarding page and enter a business name that is different from the username, then click 'create': if autosave passwords is active in Firefox (which is the default), you should see a popup with the Business name as the username.
Additional InformationThe screenshots show what could a three-step process look like. Note that the second step is doubled, depending on whether the first input was a phone or an email.

Extra fields (an email if a phone was entered, or vice-versa) should belong to the onboarding notifications once the account was created. See for example how Infomaniak keeps notifying the user to ask for more details -- which also teaches about notifications.
Tagsdesign-required, ux
Attached Files

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related to 0011159 closedsebasjm merchant onboarding page does not work well with password managers 

Activities

sebasjm

2026-03-05 11:48

developer   ~0027995

firefox problem was fixed with 0011159

MFA was improved with https://docs.taler.net/design-documents/089-merchant-2fa.html
to be implemented

I don't think splitting the form add any value, just more button to clicks.

This is a "won't fix" for me.
What we could do is create a new design document to define a "onboarding process" that bring the merchant from zero (without an account) to hero (it should see the value of having the taler).
That include:
 * creating an instance
 * setting up the bank account
 * complete the kyb process with one exchange
 * creating an order
 * pay the order

In this design document i would expect to define the screens, ux, text, buttons to very smooth to be completed without help.
Only after the merchant has completed all the steps is presented with the full version.

how

2026-03-06 08:15

updater   ~0028011

> I don't think splitting the form add any value, just more button to clicks.

Studies and experience have *proven* that multiple steps onboarding processes have more success. The less the friction, the better the result. I do not know any other payment system that requires so much details up front. Merchants will be less likely to drop out if they have already given in.

Christian Grothoff

2026-03-06 14:23

manager   ~0028013

Well, we do need both phone AND e-mail contact for 2-factor authentication for password resets, so we can't ask for phone OR e-mail. But that said, I'm not against breaking this up more, and I think some of this already happened. Anyway, full re-design should be with Vlada first.

sebasjm

2026-03-06 14:58

developer   ~0028023

> Studies and experience have *proven* that multiple steps onboarding processes have more success

I'm happy to change it for better but without evidence is always a discussion of preferences and taste which leads to longs discussions and questionable improvements. So, if there are studies, please share them and then discuss if those are relevant for this case.

> UX would be much better

You also don't explain the problem.

how

2026-03-10 23:26

updater   ~0028085

Sorry sebasjm, ask Vlada.

vlada.svirsh

2026-03-30 18:02

developer   ~0028311

Please provide more info about studies, so we can make better UX

how

2026-03-30 18:49

updater   ~0028313

I'm sorry but this is not my job. I have reported everything I could. Do your homework.

sebasjm

2026-03-30 19:18

developer   ~0028314

in favor of 0011319

Issue History

Date ModifiedUsernameFieldChange
2026-02-14 14:52howNew Issue
2026-02-14 14:52howFile Added: Screenshot 2026-02-14 at 15-49-30 Taler Backoffice Welcome!.png
2026-02-14 14:52howFile Added: Screenshot 2026-02-14 at 15-42-16 Taler Backoffice Welcome!.png
2026-02-14 14:52howFile Added: Screenshot 2026-02-14 at 15-37-50 Taler Backoffice Welcome!.png
2026-02-14 14:52howFile Added: Screenshot 2026-02-14 at 15-14-41 Taler Backoffice Welcome!.png
2026-02-15 11:04howTag Attached: ux
2026-02-15 21:25Christian GrothoffSeveritymajor => feature
2026-02-15 21:25Christian GrothoffStatusnew => implementing
2026-02-15 21:25Christian GrothoffTarget Version => 1.8
2026-02-25 16:23Florian DoldRelationship addedrelated to 0011159
2026-02-26 19:04Christian GrothoffRelationship addedrelated to 0011076
2026-02-26 19:04Christian GrothoffRelationship deletedrelated to 0011076
2026-03-05 11:48sebasjmNote Added: 0027995
2026-03-06 08:15howNote Added: 0028011
2026-03-06 14:22Christian GrothoffTag Attached: design-required
2026-03-06 14:23Christian GrothoffNote Added: 0028013
2026-03-06 14:23Christian GrothoffAssigned To => vlada.svirsh
2026-03-06 14:23Christian GrothoffStatusimplementing => assigned
2026-03-06 14:23Christian GrothoffStatusassigned => implementing
2026-03-06 14:58sebasjmNote Added: 0028023
2026-03-10 23:26howNote Added: 0028085
2026-03-30 18:02vlada.svirshAssigned Tovlada.svirsh => how
2026-03-30 18:02vlada.svirshStatusimplementing => feedback
2026-03-30 18:02vlada.svirshNote Added: 0028311
2026-03-30 18:49howNote Added: 0028313
2026-03-30 18:49howAssigned Tohow => vlada.svirsh
2026-03-30 19:18sebasjmStatusfeedback => informing
2026-03-30 19:18sebasjmResolutionopen => won't fix
2026-03-30 19:18sebasjmNote Added: 0028314
2026-04-01 14:10Christian GrothoffStatusinforming => closed
2026-04-01 14:10Christian GrothoffFixed in Version => 1.6
2026-04-01 14:10Christian GrothoffTarget Version1.8 => 1.6
2026-08-23 14:18Florian DoldCategorymerchant backoffice SPA => merchant portal webui