By default, the Member Portal sign-up comes with some pre-defined fields like:
Email Address
Password
Name
Company Name
Website URL
Phone Number
Terms and Conditions (if activated)
Credit Card Form (if activated)
Sometimes, these fields aren't enough, and you must collect more information about your members upon sign-up. OfficeRnD allows you to add more form fields for this purpose.
This article will guide you through the process of customizing the Sign-Up form of the OfficeRnD Members Portal.
Add Custom Properties
You can add custom properties for either companies or members. By default, only admins can see the custom properties. You can manage custom properties from Settings/Data & Extensibility/Custom Properties. (note that custom properties of type "file" are not available for the sign-up flow)
For example, we’d like to add a property called Mobile number, which applies only to members. The property is a field where members will be entering their mobile number.
1. Click on the Add property button.
2. Type Mobile number for Name.
3. Select Number from the Type drop-down menu.
4. Select Members from the Applies to drop-down menu.
5. Choose Members Public for Applies to.
6. (optional) Enter a placeholder - a text or number that will be shown in the field before entering the number, i.e., Enter your mobile number.
7. Select Members Public from the Privacy drop-down menu to make the form visible in the public sign-up flow.
8. Click Add
This will add the Mobile number custom property to the profiles of all members in the system. If you open a member profile, you will notice it has been added. The next step is to also show it in the public sign-up form!
Add The Custom Property To The Sign-Up Form
So far, we’ve created a custom property. The next step is to add it to the sign-up form.
1. Go to Settings/Member Apps/Public Pages and click Add Field under the Sign-Up Page checkmark:
2. Select Mobile number from the Property drop-down list.
3. Type Mobile Phone Number in the Title field.
4. Check the Required checkbox if you want to make the mobile number required upon sign-up.
5. Click Add.
This will add the property to the form. If you begin the portal sign-up flow, you will see the new property and members will be required to fill it in Step 3 - Account.