Registration & Sign-In

Configure member self-registration, sign-in, and registration form fields.

Control whether members can sign in and self-register on your program website, and which fields appear on the registration form. These options live on the Website tab under program settings—not on the Members list itself.

Members vs settings. Use this article to configure how people register. Use Members to add people manually, import CSVs, send invitations, and approve Awaiting Approval registrations.

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.

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

Step-by-step

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.

Turn on Registration Open before promoting your program URL. Until then, the register link on Live Site appears disabled.

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 — Restrict which email domains can register (Incentable admin configuration on the Admins tab when enabled for your program).
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.

Members — Add, import, invite, and approve members
Companies — Company records and registration dropdowns
General Settings — Overview of all Settings tabs
Dashboard — Registration awaiting approval metrics
Programs — Launch program and member website URLs

General Settings

Program settings overview — admins, website access, terms, rewards, and subscription.

Translations

Manage multilingual content and labels.