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API","\u002Fdocs\u002Fapi-reference\u002Frewards","1.docs\u002F3.api-reference\u002F4.rewards",{"title":221,"path":222,"stem":223,"icon":224},"Webhooks","\u002Fdocs\u002Fapi-reference\u002Fwebhooks","1.docs\u002F3.api-reference\u002F5.webhooks","i-lucide-webhook",{"id":226,"title":181,"body":227,"description":971,"extension":972,"meta":973,"navigation":974,"path":182,"seo":975,"stem":183,"__hash__":976},"docs\u002F1.docs\u002F2.admin-guides\u002F7.settings\u002F2.registration-and-sign-in.md",{"type":228,"value":229,"toc":956},"minimark",[230,234,251,275,280,283,346,357,361,390,397,401,412,416,421,439,492,499,513,517,520,525,575,579,582,634,638,652,657,688,693,744,749,820,825,829,835,865,872,876,925,929],[231,232,181],"h1",{"id":233},"registration-sign-in",[235,236,237,238,242,243,246,247,250],"p",{},"Control whether members can ",[239,240,241],"strong",{},"sign in"," and ",[239,244,245],{},"self-register"," on your program website, and which fields appear on the registration form. These options live on the ",[239,248,249],{},"Website"," tab under program settings—not on the Members list itself.",[252,253,256],"callout",{"color":254,"icon":255},"primary","i-lucide-info",[235,257,258,261,262,266,267,270,271,274],{},[239,259,260],{},"Members vs settings."," Use this article to configure ",[263,264,265],"em",{},"how"," people register. Use ",[268,269,44],"a",{"href":49}," to add people manually, import CSVs, send invitations, and approve ",[239,272,273],{},"Awaiting Approval"," registrations.",[276,277,279],"h2",{"id":278},"overview","Overview",[235,281,282],{},"There are two ways members enter your program:",[284,285,286,302],"table",{},[287,288,289],"thead",{},[290,291,292,296,299],"tr",{},[293,294,295],"th",{},"Path",[293,297,298],{},"Who initiates",[293,300,301],{},"Typical starting status",[303,304,305,329],"tbody",{},[290,306,307,313,316],{},[308,309,310],"td",{},[239,311,312],{},"Admin-added",[308,314,315],{},"You (Add Member, import, API)",[308,317,318,321,322,325,326],{},[239,319,320],{},"Pending"," → invite → ",[239,323,324],{},"Invited"," → ",[239,327,328],{},"Active",[290,330,331,336,339],{},[308,332,333],{},[239,334,335],{},"Self-registration",[308,337,338],{},"Member on your website",[308,340,341,343,344],{},[239,342,273],{}," → you approve → ",[239,345,328],{},[235,347,348,349,352,353,356],{},"Self-registration requires ",[239,350,351],{},"Registration Open",". Sign-in to an existing account requires ",[239,354,355],{},"Sign In Open",". Both are off by default on new programs.",[276,358,360],{"id":359},"where-to-find-it","Where to find it",[362,363,364,375,383],"ul",{},[365,366,367,370,371],"li",{},[239,368,369],{},"Route:"," ",[372,373,374],"code",{},"\u002Fsettings\u002F{programId}",[365,376,377,370,380],{},[239,378,379],{},"Side navigation:",[239,381,382],{},"Settings → General Settings",[365,384,385,370,388],{},[239,386,387],{},"Tab:",[239,389,249],{},[235,391,392,393,396],{},"Click ",[239,394,395],{},"Save"," at the bottom of the tab after changing options.",[276,398,400],{"id":399},"prerequisites","Prerequisites",[362,402,403,406],{},[365,404,405],{},"An open program",[365,407,408,411],{},[239,409,410],{},"Editor"," role or higher to change settings",[276,413,415],{"id":414},"step-by-step","Step-by-step",[417,418,420],"h3",{"id":419},"enable-sign-in-and-registration","Enable sign-in and registration",[422,423,424,430,436],"ol",{},[365,425,426,427,429],{},"Open ",[239,428,382],{},".",[365,431,432,433,435],{},"Select the ",[239,434,249],{}," tab.",[365,437,438],{},"Configure the top-level toggles:",[284,440,441,451],{},[287,442,443],{},[290,444,445,448],{},[293,446,447],{},"Setting",[293,449,450],{},"Effect",[303,452,453,465,482],{},[290,454,455,459],{},[308,456,457],{},[239,458,355],{},[308,460,461,462],{},"Members with an account can sign in at ",[372,463,464],{},"{your-domain}\u002Fsignin",[290,466,467,471],{},[308,468,469],{},[239,470,351],{},[308,472,473,474,477,478,481],{},"New visitors can register at ",[372,475,476],{},"{your-domain}\u002Fsignup"," (or ",[372,479,480],{},"\u002Fregister",")",[290,483,484,489],{},[308,485,486],{},[239,487,488],{},"Privacy Checkbox Tracking",[308,490,491],{},"Track privacy checkbox acceptance on registration (when used on your member site)",[422,493,495],{"start":494},4,[365,496,392,497,429],{},[239,498,395],{},[252,500,503],{"color":501,"icon":502},"warning","i-lucide-lightbulb",[235,504,505,506,508,509,512],{},"Turn on ",[239,507,351],{}," before promoting your program URL. Until then, the register link on ",[268,510,511],{"href":31},"Live Site"," appears disabled.",[417,514,516],{"id":515},"configure-optional-registration-fields","Configure optional registration fields",[235,518,519],{},"Below the main toggles, choose which fields appear on the registration form and whether each is optional or required.",[521,522,524],"h4",{"id":523},"contact-fields","Contact fields",[284,526,527,543],{},[287,528,529],{},[290,530,531,534,537,540],{},[293,532,533],{},"Field",[293,535,536],{},"Show on form",[293,538,539],{},"Required",[293,541,542],{},"Notes",[303,544,545,560],{},[290,546,547,552,554,557],{},[308,548,549],{},[239,550,551],{},"Phone number",[308,553,551],{},[308,555,556],{},"Phone number is required",[308,558,559],{},"Required only applies when the phone field is enabled",[290,561,562,567,569,572],{},[308,563,564],{},[239,565,566],{},"Mobile number",[308,568,566],{},[308,570,571],{},"Mobile number is required",[308,573,574],{},"Required only applies when the mobile field is enabled",[521,576,578],{"id":577},"member-data-key","Member Data Key",[235,580,581],{},"Use a custom identifier field when members need to enter something specific at registration (for example, an employee ID or dealer code).",[284,583,584,593],{},[287,585,586],{},[290,587,588,590],{},[293,589,447],{},[293,591,592],{},"Purpose",[303,594,595,604,614,624],{},[290,596,597,601],{},[308,598,599],{},[239,600,578],{},[308,602,603],{},"Show the data key field on the registration form",[290,605,606,611],{},[308,607,608],{},[239,609,610],{},"Mandatory",[308,612,613],{},"Require a value before the member can submit registration",[290,615,616,621],{},[308,617,618],{},[239,619,620],{},"Member Data Key Label",[308,622,623],{},"Label shown on the form (e.g. \"Employee ID\")",[290,625,626,631],{},[308,627,628],{},[239,629,630],{},"Member Data Key Description",[308,632,633],{},"Helper text explaining what to enter",[521,635,637],{"id":636},"company-fields","Company fields",[235,639,640,641,643,644,647,648,651],{},"These options apply when your program uses ",[268,642,53],{"href":54},". You can allow members to ",[239,645,646],{},"add"," a new company, ",[239,649,650],{},"join"," an existing one, or both.",[235,653,654],{},[239,655,656],{},"Add a new company at registration",[284,658,659,667],{},[287,660,661],{},[290,662,663,665],{},[293,664,447],{},[293,666,592],{},[303,668,669,679],{},[290,670,671,676],{},[308,672,673],{},[239,674,675],{},"Add Company At Registration",[308,677,678],{},"Let members create and link to a new company during registration",[290,680,681,685],{},[308,682,683],{},[239,684,610],{},[308,686,687],{},"Require company creation or selection when this option is enabled",[235,689,690],{},[239,691,692],{},"Company lookup by data key",[284,694,695,703],{},[287,696,697],{},[290,698,699,701],{},[293,700,447],{},[293,702,592],{},[303,704,705,715,724,734],{},[290,706,707,712],{},[308,708,709],{},[239,710,711],{},"Company Data Key",[308,713,714],{},"Show a company identifier field on the registration form",[290,716,717,721],{},[308,718,719],{},[239,720,610],{},[308,722,723],{},"Require a company data key when the field is enabled",[290,725,726,731],{},[308,727,728],{},[239,729,730],{},"Company Data Key Label",[308,732,733],{},"Label for the field (e.g. \"Account ID\")",[290,735,736,741],{},[308,737,738],{},[239,739,740],{},"Company Data Key Description",[308,742,743],{},"Helper text for members",[235,745,746],{},[239,747,748],{},"Join an existing company at registration",[284,750,751,759],{},[287,752,753],{},[290,754,755,757],{},[293,756,447],{},[293,758,592],{},[303,760,761,771,780,790,800,810],{},[290,762,763,768],{},[308,764,765],{},[239,766,767],{},"Join Company At Registration",[308,769,770],{},"Show a company dropdown so members can link to an existing company",[290,772,773,777],{},[308,774,775],{},[239,776,610],{},[308,778,779],{},"Require selecting a company when this option is enabled",[290,781,782,787],{},[308,783,784],{},[239,785,786],{},"Allow members to join multiple companies at the time of registration",[308,788,789],{},"Let members select more than one company on the form",[290,791,792,797],{},[308,793,794],{},[239,795,796],{},"Company Select Drop Down Label",[308,798,799],{},"Label for the company dropdown (e.g. \"Store\", \"Dealer\", \"Retailer\")",[290,801,802,807],{},[308,803,804],{},[239,805,806],{},"Company Registration Groups",[308,808,809],{},"Limit which companies appear using selected company tags; leave empty to list all companies",[290,811,812,817],{},[308,813,814],{},[239,815,816],{},"Company Registration Group Label",[308,818,819],{},"Label for the tag filter dropdown (e.g. \"Region\", \"Franchise\", \"State\")",[235,821,392,822,824],{},[239,823,395],{}," after changes.",[417,826,828],{"id":827},"after-a-member-self-registers","After a member self-registers",[235,830,831,832,834],{},"When ",[239,833,351],{}," is enabled and someone completes the form:",[422,836,837,842,859],{},[365,838,839,840,429],{},"A new member record is created with status ",[239,841,273],{},[365,843,844,845,848,849,852,853,856,857,429],{},"You approve them from ",[239,846,847],{},"Members → Members"," (row menu → ",[239,850,851],{},"Approve",") or via ",[239,854,855],{},"Review Awaiting Approval"," on the ",[268,858,35],{"href":40},[365,860,861,862,864],{},"Approval sets status to ",[239,863,328],{}," so they can sign in and participate.",[235,866,867,868,871],{},"This is separate from the ",[239,869,870],{},"Pending → Invite → Invited"," flow used for admin-added members.",[276,873,875],{"id":874},"tips-and-limitations","Tips and limitations",[362,877,878,884,897,907,916],{},[365,879,880,883],{},[239,881,882],{},"Defaults on new programs"," — Sign-in and registration are closed when a program launches. Open them deliberately when you are ready for members.",[365,885,886,889,890,242,893,896],{},[239,887,888],{},"Terms and privacy"," — Legal pages are configured on the ",[239,891,892],{},"Terms",[239,894,895],{},"Privacy"," tabs in the same Settings screen. Link them from your member site content as needed.",[365,898,899,902,903,906],{},[239,900,901],{},"Permitted email domains"," — Restrict which email domains can register (Incentable admin configuration on the ",[239,904,905],{},"Admins"," tab when enabled for your program).",[365,908,909,912,913,915],{},[239,910,911],{},"Company setup first"," — If registration requires company selection, create ",[268,914,53],{"href":54}," and company tags before opening registration.",[365,917,918,921,922,924],{},[239,919,920],{},"API-managed members"," — Members synced via the ",[268,923,208],{"href":209}," bypass the public registration form; configure integrations separately.",[276,926,928],{"id":927},"related","Related",[362,930,931,936,941,946,951],{},[365,932,933,935],{},[268,934,44],{"href":49}," — Add, import, invite, and approve members",[365,937,938,940],{},[268,939,53],{"href":54}," — Company records and registration dropdowns",[365,942,943,945],{},[268,944,176],{"href":177}," — Overview of all Settings tabs",[365,947,948,950],{},[268,949,35],{"href":40}," — Registration awaiting approval metrics",[365,952,953,955],{},[268,954,26],{"href":31}," — Launch program and member website URLs",{"title":957,"searchDepth":958,"depth":958,"links":959},"",2,[960,961,962,963,969,970],{"id":278,"depth":958,"text":279},{"id":359,"depth":958,"text":360},{"id":399,"depth":958,"text":400},{"id":414,"depth":958,"text":415,"children":964},[965,967,968],{"id":419,"depth":966,"text":420},3,{"id":515,"depth":966,"text":516},{"id":827,"depth":966,"text":828},{"id":874,"depth":958,"text":875},{"id":927,"depth":958,"text":928},"Configure member self-registration, sign-in, and registration form fields.","md",{},{"icon":184},{"title":181,"description":971},"isP9t8zvP_PBnQPBqZ24jfM_DSLx4qxtyRxnUm8FIIs",[978,980],{"title":176,"path":177,"stem":178,"description":979,"icon":179,"children":-1},"Program settings overview — admins, website access, terms, rewards, and subscription.",{"title":186,"path":187,"stem":188,"description":981,"icon":189,"children":-1},"Manage multilingual content and labels.",1779952616535]