Registration Tab

Managing Registrations: A Guide to the Registration Tab

The Registration Tab in Jambo allows community admins to customize and control the registration process for new members. This includes enabling/disabling fields, managing mandatory information, and adding custom fields.
Here’s a detailed guide to help you navigate the Registration Tab.

Step 1: Log In to the Dashboard

Access your Jambo account by logging in to the dashboard.  

Step 2: Navigate to the Settings

Click on the gear icon (Settings) in the top-right corner of the dashboard to access community settings.

Step 3: Understanding Mandatory Fields (Non-Editable)

When you open the Registration Tab, the first screen displays non-editable fields:

Email
First Name
Last Name

These fields are essential for creating member profiles and cannot be modified by admins.

Step 4: Editing Registration Fields

To customize registration fields:

1. Click the Edit button at the bottom of the screen.
2. Once in edit mode, you can manage various registration tabs such as:
   • About Me
   • Personal Information
   • Permanent Address Information
   • Communication Address Information
   • Education Details
   • Work Details
   • KYC

Each tab includes a list of fields you can customize, as explained below.

Understanding Customizations: 

Field Customization Options
                                                              

Each field in the tabs has the following options:

1. Toggle On/Off: Enable or disable the question for registration.
2. Settings (Gear Icon): Provides additional configuration options:
   • Make this Mandatory: The member must provide an answer to this question during registration.
   • Non-Editable: The member won’t be able to edit this information after submission.
   • Only Admins Can View: Restricts the visibility of the field to admins only. Members will be notified while filling out these fields for transparency.
   • Allow to Search: If enabled, this field will be searchable in the member directory, helping members filter and connect with others based on this information           

Custom Fields: Admins can add new fields by clicking on the “Add Custom Field” button.
Note: This option is available only for specific sections, such as Personal Information, Permanent Address Information, and Communication Address Information.

Custom Field Creation Popup:

• Enter Field Name: Provide a name for the new field.
• Select Field Type: Choose from options like single-line text, multi-line text, checkbox, dropdown, radio button, upload, date, or phone.
• Placeholder Text: Provide example text or guidance for the field (e.g., “Enter your phone number”). This helps members understand what to fill.       
• Save: Save the custom field to include it in the tab.
  

 Tab-Wise Breakdown

1. About Me

• Fields:
  • Text Field: Allows members to write about themselves.
  • Image Field: Allows members to upload their profile picture

2. Personal Information

This tab includes pre-defined fields:

• Phone Number
• Address
• Gender (Admins can add options as needed)
• Date of Birth
• Hobbies
• Interests
• Achievements
• Skills
• Religion
• Caste
• Marital Status
• Spouse Name
• Anniversary Date
• Blood Group

3. Permanent Address Information

Fields:

• Address
• City
• State
• Country (Admins can add, remove, or manage country lists)
• Pin Code

4. Communication Address Information

Fields:

• Address
• City
• State
• Country (Admins can manage country lists)
• Pin Code

(Image Suggestion: Screenshot of Communication Address Information tab)

5. Education Details

Fields:

• Institution
• Course
• Specialization
• Year of Graduation
• Location

(Image Suggestion: Screenshot of Education Details tab with fields visible)

6. Work Details

Fields:

• Work Status
• Organization
• Department
• Designation
• Function
• Work Location
• From Date
• To Date
• Website

(Image Suggestion: Screenshot of Work Details tab with fields visible)

7. KYC Details

Fields:

• Passport
• PAN
• License
• GST Certificate
• Voter ID
• Aadhar
• Incorporation Certificate
• Others

(Image Suggestion: Screenshot of KYC tab with fields visible)

Step 5: Save and Preview

Once all customizations are done:

1. Click the Save and Preview button to view how the registration form will appear to members.
2. A preview window will display the registration form.
3. Use this view to ensure everything is set up correctly. If needed, click Edit to make further adjustments.
4. Once satisfied, click Publish to finalize the registration process.

(Image Suggestion: Screenshot of the Save and Preview button, followed by a sample preview screen)

The Registration Tab is a powerful tool that allows admins to fully control the registration process, ensuring it meets the community’s needs. With options to add fields, customize permissions, and preview the form, admins can create a seamless onboarding experience for their members.