In addition to the required fields (First Name, Last Name, and Email), you now have more control over other parts of your Onboarding Portal. Here's what you can customise:
Company
You can choose how users provide their company name:
- Let them type it in freely (Free Text) – but note, this won't work with document uploads (RAMS etc)
- Or select from a present list for consistency.
Type
You can set a default value for all users, or an admin can choose one value that everyone will be assigned during onboarding.
Job Title
This will stay as a free text field (users type it themselves), but you can choose to turn it on or off, and decide whether it’s required or not.
Mobile Number
You can also turn this on or off, and choose if it should be mandatory or optional.
Preferred Language
Just like with Mobile and Job title, this can be enabled or disabled, and set as required or not, based on your needs.
