Managing members
Setting up the welcome steps for new members
Choose which welcome steps new members see, what they must fill in and what text they read.
New members go through a short set of welcome steps. You choose what those steps are.
- Open Platform Operations in the admin menu and press Onboarding Settings.
- Change the settings you need.
- Press Save Settings at the bottom.
The main settings
- Onboarding Enabled: switches the welcome steps on or off.
- Onboarding Mandatory: new members must finish the steps before they can use the site.
- Step Configuration: switch each step on with Enabled, and make it compulsory with Required. The steps are welcome, profile, interests, skills, safeguarding and a final confirmation.
- Profile Requirements: for example Require Photo, Require Bio and Min Bio Length.
- Listing Creation: under Listing Creation Mode, choose whether listings made during the welcome steps go live at once, wait for approval, or are not allowed.
- Custom Text: write a Welcome Text and Help Text in your own words.
Safeguarding step
The Safeguarding Config area controls the safeguarding questions new members see. Set it up in the order described in the Safeguarding section of this guide.
The page may show the title "System" at the top. You are in the right place if you see Onboarding Enabled.
This is done on the main website. The accessible site does not have this page.
More guides in this topic
- Finding a member
- Approving new members
- Making someone a broker or an admin
- Suspending, banning or reactivating a member
- Deleting a member's account
- Adding members yourself
- Helping a member who cannot sign in
- Checking members' identity
- Keeping notes, tasks and tags about members
- Handling a member's request about their data
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