Secure Sharing Betas - Account Invitation Improvements

Hello Beta Testers!

We’ve got another round of beta updates available which aim to improve the flow of inviting a new user to join your account.

You should see these builds available automatically on iOS and Android in TestFlight and Google Play.

For macOS and Windows you can use these installer links:

macOS

Windows

Please feel free to reply to this post or write us at support@zetetic.net if you have any questions, issues, or feedback. Thanks!

Beta Update Details

Account Invitation Improvements

Previous Behavior

Prior to these changes, inviting a user to your account involved some jumping around between the website and clients apps and was prone to error or the invited user accidentally creating a standalone account. It looked something like this:

  1. Account Owner invites new user from Manage Users in the web interface.
  2. New User receives email and clicks link and was directed to the website to register their account.
  3. After registration, New User downloads Codebook app and chooses setup sync later on setup screen, establishes their Codebook Master Password and completes initial setup.
  4. New User signs into Codebook Cloud in the Codebook app and generates a new Sync Key

Some failure points/confusion we’ve heard feedback on:

  • New User downloads Codebook and registers with their email in one of the Codebook Apps prior to clicking the link in the email and registering on the web application (New User is registered but hasn’t joined inviter’s account).
  • New User registers in the website using the invitation link, download the Codebook app and then enters their email on the welcome screen and is prompted to scan their Sync Key (for an existing account), but they don’t have one yet.

New Behavior

Invitation Link opens Codebook to Register in App

  1. Account Owner invites new user from Manage Users in the web interface.

  2. New User receives email and clicks the link. If the Codebook App is installed on the device, it will “do the right thing”

    1. If Codebook is installed
      1. If Codebook already established with a Master Password/data, it will display a view with information about who the invitation is from and prompt the New User for whether they want to accept, if so, it will show the Codebook Cloud Create Account screen
      2. If Codebook isn’t already setup, it will display the Codebook Cloud create account screen with information about who invited you (i.e. which account you’re joining)
    2. If Codebook isn’t installed you will be directed to a page which has instructions on how to download Codebook for your platform and then re-click the link to be directed to the Application.

    The Download Button on this page is for the production builds, if you’re inviting someone to your account during the beta, have them download the beta builds prior to clicking the button in the email invitation.

Entering an Invited Email Address on the Welcome Screen Prompts to Accept Invitation

If a New User who was invited to join another user’s account enters their email address on the welcome screen of the Codebook Application, the Codebook App will prompt them with the Invitation information.

Complete Change List

Android:

  • Supports opening account invitation links within Codebook
  • Store audit field data for changeset remotes

iOS:

  • Supports opening account invitation links within Codebook
  • Fixes crash that could occur due to race condition when logging
  • Fixes tapping on the 3-dots in manage contacts improperly triggering row tap on < iOS 17

macOS:

  • Supports opening account invitation links within Codebook
  • Re-enables reporting all exceptions with Codebook’s custom crash reporter
  • Avoid reporting exceptions which don’t cause Codebook to crash
  • Logs all exceptions to the Application Log (Help > Application Log)

Windows:

  • Supports opening account invitation links within Codebook
  • Remove search refresh behavior when data model updates in background
  • Updates to welcome screen features during first install