Login and account recovery
Three audiences, one shared entry point, and merchants who only come back a few times a year. A login is judged on its dead ends.
✓ One front door
✓ Reset, no detour
Wrong code
✓ Two ways out, right away
✓ The trusted browser
Expired link
✓ The code, resendable
✓ The link is on its way
✓ One field, that’s it
✓ The code, outside the app
✓ Lost username, by text
✓ Same rule on mobile
✓ Done
✓ The new passwordEdenred serves three distinct audiences: Clients, the companies that order vouchers and cards for their employees; Employees, the people who spend them; and Merchants, the shop owners who accept them. The login is the shared doorway into these three worlds.
The story of this project comes down to two decisions. The shared entry point first. We looked for it as a team and I drew the options. Then the login journey rethought for merchants who only come back a few times a year: that one is mine: I designed the screens, their states, and the recovery journeys.
Bringing three separate logins together into one shared entry point
Each audience had its own login page, entirely separate from the others. That siloing caused constant confusion: a merchant is also, in everyday language, a "client" of Edenred. So they naturally headed for the Client area, which wasn’t theirs, and ended up stuck. As a result, the merchant portal recorded very few logins.
A merchant is also a “customer”: they head to the Client area, can’t sign in, and never find the door that was theirs.
A single door that names the three spaces. You come in through any of them and move to the others without starting over.
Generative research on small merchants showed that they devote little time and attention to meal vouchers, which are only a minor part of their business. In that context, even a little friction at the door is enough to put them off logging in.
We first tried to keep the three pages separate and signpost them better. We reworked the labels, the links, the way each space announces who it is for. Merchants still went through the wrong door: the word “client” speaks to them, and nothing tells them that Edenred calls “Merchant” the space that is theirs. In the end we brought the three entrances together on a single page that names all three audiences, so the merchant reads instead of guessing.
Rather than guessing on the user’s behalf, we chose to bring the three audiences together on a shared entry point that names them explicitly, and makes switching from one to another immediate. Each audience then leads to its own login. We explored this solution in a workshop. I mocked up the proposals and we merged what worked in each.
A Client / Employee / Merchant hub, fully responsive: three tabs aligned on desktop, and a dropdown menu on mobile to keep the choice clear.
Designing a login for merchants who rarely log in
Merchants only use the portal a few times a year. Between two visits, they forget their password, their username, sometimes the link itself. So I designed the login for that moment: someone coming back after a long time away.
The rarity of logins is the fact that structures everything, all the way to security itself: when merchants say they trust their browser, the email OTP is only requested again every 120 days.
- 2 or 3 timesa year, that’s how often a merchant signs in
- Supportmostly sees login problems come through
- 120 daysbefore asking for the OTP again on a trusted browser
I chose to handle every dead end inside the screen rather than send people elsewhere. The other path already existed: merchants called support or their account manager, and that is exactly what was overloading both. That one means five more journeys to design, with their messages and their states: forgotten password, forgotten username, expired link, account not yet activated, wrong code.
I designed the login around recovery, turning every blocking point into an exit rather than a dead end. Forgotten password, forgotten username, expired activation link, non-activated account, wrong code: each case has its own screen, its clear message and its way back.
Merchants sign in rarely, two or three times a year. And by the time they come back, they’ve forgotten their password: it’s one of the main reasons they contact support.
My job was to turn a constraint (users who rarely return and often get stuck) into a journey where every blocking point has a way out.
"With [another issuer] it was much quicker to set up than the others. […] I got my access codes right after, I could go on it, find my invoices without any problems."A restaurant owner, November 2023 interview
Password recovery, screen by screen
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Access your merchant portal
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What I would do differently
It also taught me to work with rules I do not set. The 120 days between two codes come from security, and what was mine to do was to make them bearable for someone who visits twice a year.
A login journey plays out on the day someone comes back after six months, without a password and without being sure they’re in the right place. Designing for that absence, starting from the recovery paths, reverses the designer’s usual reflex.
Finally, I liked how differently the two decisions played out: the first as a team, in a workshop; the second in the detail of the screens and their states.
The outcome figures for this project belong to Edenred, so I don’t publish them here. What gets measured here is the share of support requests tied to logging in, and how many password recoveries actually run to the end.