Help Center
Follow

Your Connect Site's User-Registration Form

This article applies to all Connect platform site managers.

As the site manager for your Connect platform, you have several options for volunteer registrations on your site:

Note: If your system uses single sign-on (SSO) and you're concerned that the registration options aren't clear for your students, agency managers, and other volunteers, you can contact support to request that instructions be added to the registration page.

Accessing User Registration Controls

User registration fields are controlled from your manager panel. To access this part of your manager panel, click Settings in utility bar and select User Registration.

Note: Once you have made changes to the items in this area, remember to click the applicable button to submit your changes.

Setting Up Allowed Domains

If you wish to limit registrations to a particular email domain (for example, if you are a corporation using Corporate Connect and want only your employees to be able to sign up), you can specify registration permissions. Only those users with the email suffixes you enter will be able to open an account on your site.

To set user registration permissions:

  1. From your manager panel, go to Settings > User Registration.
  2. Type the accepted email suffix into the User Registration Permissions field. Here's an example:
    field_req_email_suffixes.png

    Note: As shown above, an email suffix is the part of an email address beginning with the @ symbol. For example, in the email address john.smith@galaxydigital.com, the email suffix is @galaxydigital.com.

  3. Click Save Options.
  4. Repeat Step 2 for additional accepted email suffixes.

Once you have saved permissions, anyone who attempts to sign up for your site and does not have an accepted email suffix will be told that they cannot sign up.

Note: If no permissions are set, anyone can sign up for your site, regardless of email suffix.

Hiding Registration Steps

Click here to view a video on how you can hide registration steps.

By default, a Connect site's user registration includes the following steps:

  • Basic registration questions (first name, last name, email)
  • Selecting causes
  • Selecting interests
  • Selecting agencies

You can add an additional step for volunteer qualifications. Each step is important for making the system easy for volunteers to navigate; click here to learn more about how this works. If you wish to hide any of these steps, however, you can do so. Once you've turned off a step, it will not appear in the registration process for new users. For example, if you've set up your site to skip the "Select Causes" step, the volunteer will go straight from entering basic information to the "Select Interests" step.

To hide a step from the registration process:

  1. From your site manager panel, go to Settings > User Registration.
  2. Under User Registration Options, switch a step to OFF in order to hide it.
    Options_registration_steps.png
  3. Click Save Options.

If a volunteer wants to enter information later for the skipped steps, they can always go to their user profile later and update those fields.

Giving Volunteers the Option to Skip Steps

If you want to include all steps but would like to let your volunteers to skip this process at their own discretion, you can change your settings to allow this.

To turn on this setting:

  1. From your site manager panel, go to Settings > User Registration.
  2. Under User Registration Options, mark the Users may skip steps during registration option.
    Options__skip_steps.png
  3. Click Save Options.

Once you've turned on this option, volunteers will see an option to skip steps when they sign up:

Message_click_to_complete_registration.png

If a volunteer skips the steps, they'll be taken to their volunteer dashboard. If they skip the steps while responding to a need, they'll be returned to the need-response form.

Standard Registration Options

Listed below are the registration options that are available on all Connect sites.

  • Company
  • Job Title
  • Address 1 and Address 2
  • City, State, and Zip Code
  • County
  • Phone Number
  • Mobile Number
  • Availability
  • Contact if Disaster?
  • Distance Willing to Travel?
  • Gender
  • Birth Date
  • Age Range
  • Department
  • Role
  • Favorite Agency

Note: For Age Range, Department, and Role, users select from a dropdown list. As a site manager, you can specify what is in the dropdown list for the Department and Role fields. Click here to learn more.

To view a video on volunteer availability, click here.

To make a field available, mark the box in the Enable column for that field. To make a field required, mark the box in the Required column for that field. If you do not want the field to be part of the user-registration page, make sure both checkboxes are cleared. (In the example below, Company is an available (but not a required field) and Address 1 is a required field. The Job Title field will not be available at all on the registration form.)

Note: If a question is required, all new users will have to answer it before completing their registration. In the case where you already have existing users before requiring a question, those users will be shown the question whenever they try to respond to a need, RSVP to an event, or fan an agency.

Department and Role

The Department and Role fields are particularly useful for Corporate Connect sites but can be used activated on any Connect site. Because role titles and department names vary among organizations, these dropdown fields are customizable. Note that, in the listing of standard registration options, Department and Role include a link to Manage Options.

To specify options:

  1. Click Manage Options for the applicable field. You will be taken to a page the lists your existing options for that field, as shown in this example.
  2. Type an option into the Add Category field. In the above example, the site manager has typed "Administration."
  3. Click Add. The new option will now show up in the applicable dropdown on the user registration form.

Note: To edit or delete an option, click the the applicable Edit or Delete icon to the right of the option name.

Custom Registration Options

You can add an unlimited number of custom fields to your user registration page. The Custom Registration Options area is located at the bottom of the user registration page at Settings > User Registration.

Click here for step-by-step instructions on creating custom questions.

You can access your volunteers' answers to custom registration questions in two ways:

  • View data for an individual volunteer: Go to Volunteerism > Users and click on the user to view. Once their profile is displayed, scroll to the Extra Data section at the bottom of the page.
  • View data for multiple volunteers: In Volunteerism > Users, run an export of users. You can export all users, or run a user filter and export a selected group. Answers to custom questions appear in the "Extra Data" column of the export.
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk