Website
Website
The Website tab under General Settings controls whether members can sign in and self-register on your program website, and which fields appear on the registration form. It does not add members directly—that happens through self-registration or your work on Members.
Overview
There are two ways members enter your program:
| Path | Who initiates | Typical starting status |
|---|---|---|
| Admin-added | You (Add Member, import, API) | Pending → invite → Invited → Active |
| Self-registration | Member on your website | Awaiting Approval → you approve → Active |
Self-registration requires Registration Open. Sign-in to an existing account requires Sign In Open. Both are off by default on new programs.
The Website tab groups settings into:
| Section | What you configure |
|---|---|
| Access toggles | Sign In Open, Registration Open, Privacy Checkbox Tracking |
| Contact fields | Phone and mobile number on the registration form |
| Member Data Key | Custom identifier field at registration (for example, Employee ID) |
| Company fields | Add or join companies at registration, company data keys, dropdown labels, and tag filters |
After any change, click Save at the bottom of the tab.
Where to find it
- Route:
/settings/{programId} - Side navigation: Settings → General Settings
- Tab: Website
Click Save at the bottom of the tab after changing options.
Prerequisites
- An open program
- Editor role or higher to change settings
- For company registration options: Companies and company tags created before opening registration
Step-by-step
Enable sign-in and registration
- Open Settings → General Settings.
- Select the Website tab.
- Configure the top-level toggles:
| Setting | Effect |
|---|---|
| Sign In Open | Members with an account can sign in at {your-domain}/signin |
| Registration Open | New visitors can register at {your-domain}/signup (or /register) |
| Privacy Checkbox Tracking | Track privacy checkbox acceptance on registration (when used on your member site) |
- Click Save.
Configure optional registration fields
Below the main toggles, choose which fields appear on the registration form and whether each is optional or required.
Contact fields
| Field | Show on form | Required | Notes |
|---|---|---|---|
| Phone number | Phone number | Phone number is required | Required only applies when the phone field is enabled |
| Mobile number | Mobile number | Mobile number is required | Required only applies when the mobile field is enabled |
Member Data Key
Use a custom identifier field when members need to enter something specific at registration (for example, an employee ID or dealer code).
| Setting | Purpose |
|---|---|
| Member Data Key | Show the data key field on the registration form |
| Mandatory | Require a value before the member can submit registration |
| Member Data Key Label | Label shown on the form (e.g. "Employee ID") |
| Member Data Key Description | Helper text explaining what to enter |
Company fields
These options apply when your program uses Companies. You can allow members to add a new company, join an existing one, or both.
Add a new company at registration
| Setting | Purpose |
|---|---|
| Add Company At Registration | Let members create and link to a new company during registration |
| Mandatory | Require company creation or selection when this option is enabled |
Company lookup by data key
| Setting | Purpose |
|---|---|
| Company Data Key | Show a company identifier field on the registration form |
| Mandatory | Require a company data key when the field is enabled |
| Company Data Key Label | Label for the field (e.g. "Account ID") |
| Company Data Key Description | Helper text for members |
Join an existing company at registration
| Setting | Purpose |
|---|---|
| Join Company At Registration | Show a company dropdown so members can link to an existing company |
| Mandatory | Require selecting a company when this option is enabled |
| Allow members to join multiple companies at the time of registration | Let members select more than one company on the form |
| Company Select Drop Down Label | Label for the company dropdown (e.g. "Store", "Dealer", "Retailer") |
| Company Registration Groups | Limit which companies appear using selected company tags; leave empty to list all companies |
| Company Registration Group Label | Label for the tag filter dropdown (e.g. "Region", "Franchise", "State") |
Click Save after changes.
After a member self-registers
When Registration Open is enabled and someone completes the form:
- A new member record is created with status Awaiting Approval.
- You approve them from Members → Members (row menu → Approve) or via Review Awaiting Approval on the Dashboard.
- Approval sets status to Active so they can sign in and participate.
This is separate from the Pending → Invite → Invited flow used for admin-added members.
Tips and limitations
- Defaults on new programs — Sign-in and registration are closed when a program launches. Open them deliberately when you are ready for members.
- Terms and privacy — Legal pages are configured on the Terms and Privacy tabs in the same Settings screen. Link them from your member site content as needed.
- Permitted email domains for admins — Admin invitations may be restricted to approved email domains; see Admins. This is separate from member registration.
- Company setup first — If registration requires company selection, create Companies and company tags before opening registration.
- API-managed members — Members synced via the Members API bypass the public registration form; configure integrations separately.
Related
- Members — Add, import, invite, and approve members
- Companies — Company records and registration dropdowns
- Overview — All Settings tabs
- Terms — Terms and conditions content
- Privacy — Privacy policy content
- Dashboard — Registration awaiting approval metrics
- Programs — Launch program and member website URLs
- Design Studio — Auth page layouts (Auth section)