- Platform administrators can set and change the account types within the CMS.
- The account type defines the user initially upon registration into 'Individual', 'Group' or 'Organisation'.
- When the user then sets up their profile, they can further define this within your community's industry or field. (eg. 'practitioner', 'doctor', 'nurse').
- You can set as many account types as you like, but we recommend keeping the list as concise as possible to avoid overloading users.
- You are recommended to describe each account type to help ensure individuals do not register as an organisation.
To set up your account types for the first time:
- Sign into your platform.
- Type /CMS after the platform URL.
- Use the left-hand menu to select 'Member account types'.
- Select 'add a new account type'.
- Give your type a name.
- Set a key for the type.
- Check the box for 'main type' if you want it to be an option during registration.
- If not, leave unchecked for the type to be an option during the 'set up profile' type.
- Add a description to help the user understand which type is best for them.
- Use the 'save filter' button.
To edit your user types:
- Sign into your platform.
- Type /CMS after the platform URL.
- Use the left-hand menu to select 'Member account types'.
- Locate the account type you wish to edit and use the cog icon on the right hand side.
- Make your edits and save.