Sign-Up Settings

From within your dashboard, you can change your members' experience when signing up for the community and completing their profile. 

Sign into your dashboard, select Settings from the main menu on the left, and select Sign-Up Settings. 

Sign-Up Mode 

This is where you configure the settings for how a member would sign up for the community for the first time. 

If you are using single sign on (SSO), these settings will not appear.

Open Community 

With this setting, users can visit your community, sign up and create an account themselves, without any barrier. 

User experience: They will select Sign-In in the upper right corner of the homepage, enter their email, which will prompt them to complete some profile information and agree to the terms and conditions. They will then receive a magic link in their inbox to sign into the community. 

Via External Sign-Up or Application 

With this setting, users can visit your community but must sign up via an external form or application. You must provide the URL where the form or application is hosted, and track the applications through the external URL form or service. These applicants will not populate on the Gradual member list, but you can manually invite them to the community through this process. 

User experience: They will select Sign-In in the upper right corner of the homepage and enter their email, this will prompt a gate screen that encourages them to Apply to join. Selecting the 'Apply to join' button will direct them to the external URL you provided in the dashboard, where they will complete their application.

By Invitation Only 

With this setting, users can visit your community but cannot sign up or create an account themselves. You, as the administrator must manually invite them to the community through this process. 

User experience: They will select Sign-In in the upper right corner of the homepage and enter their email. This will prompt a gate screen that notes that the community is by invitation only, and will list the contact email for your community. 

Sign-Up Options

This is where you configure the settings for work email requirements and enable a welcome email. 

Suggest Work Email

This is an option if you would like to suggest users use a work email when signing up, but do not require it. This will populate a prompt in the email address field that reads "Enter your work email address" to encourage users to use their work email when signing up. 

The system will accept all email domains with this setting enabled. 

Require Work Email

This is an option if you would like to require a work email when signing up. This will populate a prompt in the email address field that reads "Enter your work email address" and will not accept free email domains unless specified exceptions are added.

You may add up to ten free email domain exceptions by selecting from the full list. The system will accept only sign-ups from the free email domains that are on this exceptions list. 

User experience: When entering an email address that is not accepted (from a free domain) they will receive a red error icon, with a pop up that reads 'A work email is required to sign up". 

They will not be able to continue without providing an accepted email. 

Enable Welcome Email

You can enable or disable the automatic welcome email from the community that is customized with your logo, and community name. If enabled, this email will send automatically within minutes of the user signing up for the community, and works to introduce them to your community and confirms their sign-up. 

Some customers prefer to disable this email and send one of their own as the text cannot be customized or changed beyond using your community name and logo. 

Here is an example of that email:

Permission for Members to Edit Basic Profile Info

These settings limit or allow members to edit their initial profile information like first name, last name, company, and job title.

Allow Editing in Gradual

This is an option if you'd like members to be able to edit their initial profile information within Gradual. 

Allow Editing in External Webpage

This is an option if you'd like members to only edit their initial profile information in an external form. You must provide the URL where the form or application is hosted, and track the changes through the external URL form or service. Any changes requested by users to their profile will need to be made by the administrator. 

Do Not Allow Editing

This is an option if you'd like to restrict members from editing their first name, last name, company, or job title after sign-up is complete. 

Onboarding Options

Require Profile Picture

You can enable or disable the requirement for profile pictures to be uploaded to complete a member's profile. Users are not required to upload a profile picture or avatar when they initially sign up, but this setting enables or disables it from the onboarding, and profile completion process.

Field Display Names

Gradual will automatically list Company as Company, and Job Title as Job Title in the initial sign-up questions and prompts. If you'd like to change the display names for these two fields you can do so here.