❖ Heads up! This article is only intended for Center Site Managers.
When setting up user registration, consider the steps volunteers will take to register. These steps can help match volunteers to volunteer Needs and filter volunteers for future communications or report reviews. Consider the following:
What information would you like to collect from volunteers during registration?
You can add Standard Questions or create Custom Questions for volunteers to answer, like How did you hear about us? or Have you read our privacy policy?
Should volunteers complete qualifications during registration?
Do you want volunteers to select Causes and Interests during registration?
These help match volunteers with Needs that align with their Interests and Causes.
User Registration Setup
Go to Settings > User Registration.
Configure your User Registration Options:
Restrict registration to these email domains only: Use this field to restrict registration to specified email domains. Each email domain you add should be separated by a comma (e.g., galaxydigital.com, example.com, etc).
Only the email domains listed in this field can register an account. To allow others to register, you would have to update this field in your settings.
Enforce required registration questions and qualifications upon registration and log-in: Toggle this On to require volunteers to answer Standard Questions, Custom Questions, and Qualifications. This restricts their access to the site until they complete those steps.
Adding/Removing Steps
Toggle On or Off which steps you want to include in the registration process:
Step 1: Standard Questions: This can't be disabled.
Step 2: Custom Questions: Toggle On to add custom questions for users to answer.
Step 3: Select Interests: Toggle On to have users select Interests.
Step 4: Select Causes: Toggle On to have users select Causes.
Step 5: Select Agencies: Toggle On to have users select Agencies.
Step 6: Qualifications: Toggle On to have users submit responses to qualifications.
Be sure to click Save Options to save your selections.
Standard Question Options
Go to Settings > User Registration > Standard Question Options.
Select or deselect the fields you want included on the registration form.
Show: Check if you want the field displayed to users on the registration form. These are optional to answer.
Profile: Check if you want this field displayed on the user's profile.
Require: Check to make this a required question on the registration form.
Click Update Standard Questions to save your changes.
Custom Question Options
Go to Settings > User Registration > Custom Question Options.
Click Add Registration Question.
Select the Status.
Select the Type.
For Dropdown, Checkbox, and Radio Button question types, include the answer options as separate entries in the Options field.
Write your question the way you want it displayed to users.
Toggle the button beside Required to On if you wish to make this a required question.
Click Save Custom Question to finish.