❖ Heads up! This article is intended for Site Managers. Only Site Managers can make changes to a site's settings.
When setting up user registration for your site, consider what steps volunteers should take during the registration process. These settings can help match volunteers to Agencies and the Needs they're interested in and help filter volunteers for sending communications or reviewing reports, etc. Here we cover:
What steps do you want for registration?
Consider what information you'd like to collect from volunteers as they register on your site. This can help you decide which steps to include in the user registration process! For example:
- Should volunteers answer a few custom questions?
- You could ask the volunteers if they've read your site's privacy policy.
- Maybe you want to ask volunteers how they found the site—e.g., searching online for volunteer Opportunities in their area or through association with an Agency registered on your site, etc.
- Would you like volunteers to pick the Causes and Interests that align with their skillsets and interests?
- This can help match them to Needs and make it easier to filter and search for volunteers.
- You can also include qualifications for volunteers to respond to when registering an account on your site.
- This can ensure that volunteers meet the minimum requirements you've set.
ⓘ So you know: You can come back and adjust these settings anytime!
How to set up user registration
To set up user registration, go to Settings > User Registration.
- This opens the User Registration area where you can set up those registration requirements!
User Registration Options
In this section of the User Registration area, you can establish which email domains can register on your site and enforce the required registration questions and qualifications.
- If you wish to restrict user registration to specific email domains, enter those emails here with a comma between each entry.
- Users can only register an account on your site if they have an email address in one of those email domains.
- If you leave this field blank, then users with any email domain can register on your site.
- If you'd like volunteers to have restricted access to the site until they answer your registration questions and qualifications, toggle the button to On.
✏️ Quick tip: Don't forget to click Save Options to save any changes you make.
Adding/Removing Steps
Here is where you establish any additional steps you want to include in user registration:
- You can include steps by toggling their corresponding buttons to On or remove them by toggling them Off.
- Step 1: Standard Questions can't be toggled Off.
- You can select which standard questions volunteers should answer and mark them as required, but you can't turn this setting off.
- Step 1: Standard Questions can't be toggled Off.
Standard and custom question options
Standard Question Options
You can select which standard questions you want volunteers to answer when registering:
- Show: This means a field for that information shows on the registration form for volunteers to fill in.
- Profile: This means the field for that information is available on the user's profile.
- Require: Check this if you want volunteers to be required to answer that information during registration.
Custom Question Options
Didn't see a question you want answered by volunteers as an option under the Standard Question Options? No problem! You can create custom registration questions!
How to add a custom registration question
To create custom registration questions, click Add Registration Question.
- This opens a window where you can set up a custom question:
- There are five question types to choose from:
- For dropdown, be sure to separate each possible answer on its own line under Options:
- If you want to require the question during registration, toggle the button beside Required to On.
- You can always check Require from the Custom Question Options table too.
✏️ Quick tip: Be sure to always click the Save or Update buttons to save your changes!