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342b0fd
Adds backing up a recovery phrase page
May 4, 2021
2b93c82
Add automatic cloud backup page
May 4, 2021
e1f2a03
Adds manual backup page
May 4, 2021
cdd3262
Adds restoring a wallet page
May 4, 2021
bfc448a
Adds protecting a wallet page
May 4, 2021
9c7955b
Add funding a wallet page
May 5, 2021
c8dfc4a
Adds section links to onboarding landing page
May 7, 2021
7f25db5
Restructure content
May 7, 2021
cf89661
Link to sub pages on landing page
May 7, 2021
9f32fe6
Reformat automatic cloud backup page
May 7, 2021
fc21899
Update cloud backup UI image gallery
May 10, 2021
6a098a0
Rewrite parts of the manual backup page
May 11, 2021
53feb7a
Add encrypted QR code backup to restoring a wallet section
May 11, 2021
15443ee
Trims some content from protecting a wallet page
May 11, 2021
0af1154
Updates gift card image
May 11, 2021
50ce82a
Removes content guide/onboarding/backing-up-a-recovery-phrase/automat…
May 12, 2021
eea3eed
Updates wording guide/onboarding/automatic-cloud-backup.md
May 12, 2021
0b22fca
Updates content guide/onboarding/funding-a-wallet/
May 12, 2021
91581fc
Updates content guide/onboarding/funding-a-wallet/
May 12, 2021
1b97cfe
Adds content guide/onboarding/funding-a-wallet.md
May 12, 2021
e596f17
Updates formatting guide/onboarding/funding-a-wallet/
May 12, 2021
f622a67
Fixes typo
May 12, 2021
471952e
Updates headings to sentence-case
May 12, 2021
6e950e9
Updates broken links
May 12, 2021
9133f32
Adds drop shadow
May 12, 2021
3bd2d2c
Updates broken links
May 12, 2021
e0af181
Content update
May 16, 2021
2f8541a
Updates content guide/onboarding/backing-up-a-recovery-phrase.md
May 16, 2021
86a664c
Fixes typo guide/onboarding/backing-up-a-recovery-phrase.md
May 16, 2021
3c40e91
Updates content guide/onboarding/automatic-cloud-backup.md
May 16, 2021
c6412a5
Updates content guide/onboarding/automatic-cloud-backup.md
May 16, 2021
c58bf04
Update grammer guide/onboarding/automatic-cloud-backup.md
May 16, 2021
01d1168
Update content guide/onboarding/manual-backup.md
May 16, 2021
88ee5be
Update content guide/onboarding/manual-backup.md
May 16, 2021
71f2c19
Update content guide/onboarding/manual-backup.md
May 16, 2021
9287f93
Add content for hiding sensitive info
May 16, 2021
519557b
Updates grammar guide/onboarding/protecting-a-wallet.md
May 18, 2021
9010802
Updates grammar guide/onboarding/protecting-a-wallet.md
May 18, 2021
bb7df43
Update grammar guide/onboarding/protecting-a-wallet.md
May 18, 2021
d6b586e
Update content guide/onboarding/protecting-a-wallet.md
May 18, 2021
4aa011b
Update content guide/onboarding/protecting-a-wallet.md
May 18, 2021
a16452a
Update grammar guide/onboarding/protecting-a-wallet.md
May 18, 2021
8cc868d
Fix formatting guide/onboarding/protecting-a-wallet.md
May 18, 2021
a093da4
Updates content guide/onboarding/protecting-a-wallet.md
May 18, 2021
7e18f30
Fix typo guide/onboarding/protecting-a-wallet.md
May 18, 2021
82bfbcb
Minor fixes for backing-up-a-recovery-phrase.md
May 19, 2021
6cd55a3
Clarify why loading/animation interactions are import when doing clou…
May 19, 2021
a4e3820
Reword content guide/onboarding/automatic-cloud-backup.md
May 19, 2021
821a183
Rewording content guide/onboarding/restoring-a-wallet.md
May 19, 2021
fd34972
Lots of minor page updates
May 19, 2021
ec8782f
Reword content guide/onboarding/protecting-a-wallet.md
May 19, 2021
65c2373
Reword content guide/onboarding/protecting-a-wallet.md
May 19, 2021
a5d6369
Updates image height
May 19, 2021
be3b751
Reword content guide/onboarding/funding-a-wallet.md
May 19, 2021
1a2ddf6
Reword content guide/onboarding/funding-a-wallet.md
May 19, 2021
380987e
Reword content guide/onboarding/funding-a-wallet.md
May 19, 2021
88c4b63
Fixes broken links
May 19, 2021
83a0d73
Adds shadow layout
May 19, 2021
4866060
Updates recovery phrase image
May 20, 2021
29a413a
Add minor page fixes
May 20, 2021
4525c43
Updates image heights and speaker to reader more in protecting a wallet
May 22, 2021
cd1df70
Reword content guide/onboarding/manual-backup.md
May 22, 2021
a757936
Correct grammer guide/onboarding/manual-backup.md
May 22, 2021
3ce93ad
Fix typo guide/onboarding/restoring-a-wallet.md
May 22, 2021
349ee6b
Fix grammer guide/onboarding/protecting-a-wallet.md
May 22, 2021
d341739
Removes content guide/onboarding/manual-backup.md
May 22, 2021
5ee2a20
Merge branch 'onboarding' of github.com:ConorOkus/Guide into onboarding
May 22, 2021
a42d5a5
Reword content guide/onboarding/automatic-cloud-backup.md
May 22, 2021
00b7316
Fix type guide/onboarding/automatic-cloud-backup.md
May 22, 2021
d043499
Reword content guide/onboarding/automatic-cloud-backup.md
May 22, 2021
a667b54
Reword content guide/onboarding/automatic-cloud-backup.md
May 22, 2021
5d1c3d2
Reword content guide/onboarding/manual-backup.md
May 22, 2021
fdccb3e
Reword content guide/onboarding/manual-backup.md
May 22, 2021
84aeca9
Merge branch 'onboarding' of github.com:ConorOkus/Guide into onboarding
May 22, 2021
9cf50c4
Fix typo guide/onboarding/manual-backup.md
May 22, 2021
68ae31f
Remove content guide/onboarding/manual-backup.md
May 22, 2021
4f65966
Updates heading for SEO
May 22, 2021
0b5767e
Merge branch 'onboarding' of github.com:ConorOkus/Guide into onboarding
May 22, 2021
42c1927
Fixes broken link
May 22, 2021
eab2be7
Reword content guide/onboarding/manual-backup.md
May 22, 2021
7094d4f
Swap password auth UI screen for PIN based auth
May 24, 2021
e56f034
Merge branch 'onboarding' of github.com:ConorOkus/Guide into onboarding
May 24, 2021
fc7a53e
Use pros/cons component
May 24, 2021
5b41616
Use pros/cons component
May 24, 2021
4cb7194
Use pros/cons component
May 24, 2021
0b36498
Use pros/cons component
May 24, 2021
5f48650
Use pros/cons component
May 24, 2021
fed9fa5
Use pros/cons component
May 24, 2021
f3c73d3
Update guide/onboarding/funding-a-wallet.md
pavlenex May 24, 2021
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Update guide/onboarding/funding-a-wallet.md
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73 changes: 73 additions & 0 deletions _compress_images_cache.yml
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Expand Up@@ -843,3 +843,76 @@ assets/images/guide/case-studies/multisig-wallet/case-current@2x.png: case-curre
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assets/images/guide/payments/payments-preview.jpg: payments-preview.jpg
assets/images/guide/private-key-management/private-key-management-preview.jpg: private-key-management-preview.jpg
assets/images/guide/onboarding/backing-up-a-recovery-phrase/verify-recovery-phrase.png: verify-recovery-phrase.png
assets/images/guide/onboarding/backing-up-a-recovery-phrase/verify-recovery-phrase@2x.png: verify-recovery-phrase@2x.png
assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/auto-backup-intro.png: auto-backup-intro.png
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assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/auto-cloud-backup-select-provider.png: auto-cloud-backup-select-provider.png
assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/auto-cloud-backup-select-provider@2x.png: auto-cloud-backup-select-provider@2x.png
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assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/auto-cloud-backup-save-password.png: auto-cloud-backup-save-password.png
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108 changes: 108 additions & 0 deletions guide/onboarding/automatic-cloud-backup.md
Original file line numberDiff line numberDiff line change
@@ -0,0 +1,108 @@
---
layout: guide
title: Automatic cloud backup
description: How to backup a recovery phrase automatically
grand_parent: Onboarding
parent: Backing up a recovery phrase
nav_order: 1
permalink: /guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/
main_classes: -no-top-padding
---

# Automatic cloud backup

### How it works

The user’s key is encrypted and backed up on their respective device/cloud storage provider. If their device is lost, stolen, or broken, the user can log into their cloud storage account (such as Apple iCloud or Google Drive) to regain access to their funds. To learn more about the technical details, hop over to the [private key management]({{ '/guide/private-key-management/introduction' | relative_url }}) section on this topic.

> Crypto rookies perceive themselves as “incapable of self-managing keys”.
>
> <cite>As researched by <a href="https://voskart.de/pdf/u_in_crypto.pdf">Abramova et al</a></cite>

This method provides users with the feeling that they can rely on their cloud provider to regain access to their funds rather than putting the responsibility on themselves.

Below is an example of what the user interface might look like for an automatic cloud backup that significantly reduces friction during onboarding.

<div class="image-slide-gallery">

{% include picture.html
image = "/assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/cloud-backup-intro.png"
retina = "/assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/cloud-backup-intro@2x.png"
layout = "shadow"
caption = "Describe to the user know what is about to happen and how it works."
alt-text = "Screen explaining automatic cloud backups"
width = 250
height = 541
Comment thread
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%}

{% include picture.html
image = "/assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/cloud-backup-PIN.png"
retina = "/assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/cloud-backup-PIN@2x.png"
class = "shadow"
caption = "Allows the user to set a PIN used for authentication."
alt-text = "The user can set a PIN which will be used to authenticate and access the wallet"
width = 250
height = 541
%}

{% include picture.html
image = "/assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/cloud-backup-service.png"
retina = "/assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/cloud-backup-service@2x.png"
class = "shadow"
caption = "Give the user different cloud provider options, others such as Dropbox might also be included."
alt-text = "Screen showing saving a password to encrypt the recovery phrase"
width = 250
height = 541
%}

{% include picture.html
image = "/assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/cloud-backup-provider.png"
retina = "/assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/cloud-backup-provider@2x.png"
class = "shadow"
caption = "This UI will be very different depending on the cloud provider and what permissions are required."
alt-text = "Screen of placeholder where cloud provider UI would be"
width = 250
height = 541
%}

{% include picture.html
image = "/assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/cloud-backup-confirmation.png"
retina = "/assets/images/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup/cloud-backup-confirmation@2x.png"
class = "shadow"
caption = "Once the upload is complete it's a good idea to show a success screen and give some reassurances."
alt-text = "Screen showing completing a cloud backup"
width = 250
height = 541
%}

</div>

### How to discuss/explain It

One approach is to explicitly explain within onboarding carousels that a user’s recovery phrase is stored on the cloud; this means that if they lose or break their device, they can regain access to their funds by logging into their respective cloud account on a different device.

On a similar note, it’s crucial that you also explain that if someone else knows their cloud account information, they can gain access to their funds, too.

{% include tip/open.html color="green" icon="check" label="Do: Inform your Users" %}

Before automatically backing up a recovery phrase via cloud backup, make sure the user knows what they are about to do. Once the backup is complete, provide a summary and some reassurances before moving on. This is a good place for loading interactions and animation because there will likely be a few seconds between when a user clicks to upload to the cloud provider and when it completes.

{% include tip/close.html %}

### Tradeoffs

By not making users manually backup, you decrease the risk of self-inflicted loss of funds. Automatic cloud backups put less pressure and responsibility on the user.

While this is an easier way for users to set up a wallet, it brings in the potential threat of malicious third-party access. If a user’s cloud account is hacked or they forget their cloud login information, their funds could be compromised.

By bringing cloud storage providers into the equation, we assume that users trust their providers. This also raises the question of [decentralization]({{ 'guide/foundations/principles/#decentralization' | relative_url }}): a guiding principle of the Bitcoin space and could be considered in conflict with the popular saying, “not your keys, not your coins”.

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I know photon is kind of on hold but could it recommended to designers to integrate some kind of encryption on the data stored in the cloud? Ideally by a users entered PIN as that is much harder to forgot than a passphrase.

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I updated the gallery image to use PIN-based auth 👍


{% include tip/open.html color="red" icon="forbid" label="Don’t: Use for High Value Amounts" %}

Automatic cloud backups should not be considered for products with users that are storing high-value amounts. This is because there are potentially more security threat vectors.

{% include tip/close.html %}

To grant users some ownership of their keys, you can create an optional manual backup within settings. A great way to do this is by framing it as an extra layer of security or a good alternative in the case that the user loses access to their cloud account/if they feel uncomfortable trusting their provider.

In the next section we will show different methods for [manual backups]({{ 'guide/onboarding/backing-up-a-recovery-phrase/manual-backup' | relative_url }}).
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---
layout: guide
title: Backing up a recovery phrase
description: Handling recovery phrases during onboarding
parent: Onboarding
has_children: true
nav_order: 3
permalink: /guide/onboarding/backing-up-a-recovery-phrase/
main_classes: -no-top-padding
---

# Backing up a recovery phrase

When a user generates a new wallet, it creates something called a recovery phrase. A [recovery phrase]({{ 'guide/glossary/#recovery-phrase' | relative_url }}), is a group of 12 or 24 words that let users recover funds if wallet access is lost. Likewise, users who lose both their recovery phrase and wallet access permanently lose their bitcoin. Arguably, this creates one of the toughest design problems within the space.

<div class="center" markdown="1">

{% include image.html
image = "/assets/images/guide/onboarding/backing-up-a-recovery-phrase/copy-recovery-phrase.png"
retina = "/assets/images/guide/onboarding/backing-up-a-recovery-phrase/copy-recovery-phrase@2x.png"
width = 250
height = 460
alt-text = "Recovery phrase mobile interface"
caption = "Typical recovery phrase UI from the [UI Kit](https://www.figma.com/file/VB3GQdAnhl8yta44DY3PSV/Bitcoin-Wallet-UI-Kit?node-id=649%3A760)"
layout = "float-left-desktop -background -shadow"
%}

When new users are presented with a recovery phrase, they are often asked to write 12 or 24 words on a piece of paper and store it safely. This kind of recovery scheme can create an unfamiliar and frustrating onboarding experience. It also poses potential threats to the safety of their funds, as new users may not know how to properly store their recovery phrase, increasing their risk of losing it. It also creates a decent amount of friction, ultimately driving new users away from self-custodying their bitcoin.

Regardless of the type of scheme you decide to go with, it’s crucial to be explicit about how your product is handling key management.

</div>

Recent [studies](https://voskart.de/pdf/bits_under_mattress.pdf) show users are often confused or unaware of where their private keys are being stored, ultimately causing inadequate risk assessment and poor storage behavior. This risk of user negligence may be avoided with transparent messaging around the scheme your wallet is using.

> New-to-crypto users often expect a recovery mechanism that allows them to “regain access to their funds in the case that they lose their seed phrase.”
>
> <cite>As researched by <a href="https://voskart.de/pdf/bits_under_mattress.pdf">Voskobojnikov et al</a></cite>

In the [private key management]({{ 'guide/private-key-management/introduction/' | relative_url }}) chapter, we recommend using an automatic cloud backup for newer users. Users can simply press a button to have their recovery phrase backed up to the cloud without having to physically write down and store it. On top of this, the onboarding process is then sped up and less cumbersome. This type of gateway gives a beginner security without overwhelming them with unfamiliar onboarding actions.

However, there may be times when it is necessary to use a manual backup alternative, as it can be low tech and easily accessible.

The next sections will look at some UI considerations for [automatic cloud backups]({{ '/guide/onboarding/backing-up-a-recovery-phrase/automatic-cloud-backup' | relative_url }}) and [manual backups]({{ 'guide/onboarding/backing-up-a-recovery-phrase/manual-backup/' | relative_url }}).
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