Configure Registration Steps

To streamline the onboarding process and ensure a smooth user experience

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Registration Step Configuration defines the steps and fields in the registration process. Registration Step Configuration simplifies and customizes the user registration process for platform goals. Benefits for admins include accurate data collection, efficient user management, and compliance with data regulations.

Stpes to onboard user via Agent Network
1. Go to Registration
2. Select the User type
3. Click on Add Category
4. Enter the name for Category
5. Click on the Submit button to save changes
6. Click on the Add button to add fields
7. Add fields under the Address Information category
8. Enter a title for each field (e.g. Nearby Landmark)
9. Select a field type from the dropdown list according to the requirements
10. Turn on "Is Extra Field Mandatory?" if the field is mandatory for collecting information during onboarding - Option to make any field mandatory or optional
11. Apply validation to the field based on the field type
12. Click on the Submit button to add the extra field under the Registration category
13. The extra field will now be visible under the Registration Category
14. Use the Action button and select Edit to make changes to the extra field as required
15. Select Delete to remove the extra field under the Registration Category if needed