Operator guideEN

Signup Fields

Operator surface for deciding which registration fields are required in the global registration profile.

How to use this guide

Start with the main guide

Follow the explanation and examples first. Extra definitions and formulas are available below when you need them.

What this module is for

Use Signup Fields to control which registration fields are required at the global product level.

The current CRM surface is a single table with a required toggle for each supported field and one submit action that saves the whole configuration.

Important caveats

  • Some fields are strictly required and cannot be changed on this surface.
  • The current UI only toggles between optional and required. It does not expose a separate hidden state.
More help

Related pages

Signup Fields / Detail

Single-surface grid for reviewing the registration field set and saving required-field changes.

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Operator guide for choosing and ordering which active, published CMS banners appear in the registration modal.

CMS / Registration Banners / Detail

Selection and ordering screen for registration-modal banners, with per-banner edit, reorder, and remove controls and a single save.

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Operator workspace for reviewing the merchant-balance transaction journal and creating manual debit or credit adjustments.

Activity Tag Rules

Operator documentation for activity-driven tag automation rules, including list, create, edit, detail inspection, and recent application history.

Activity Tag Rules / Applications

Read-only recent recorded application rows inside rule detail, including user ID, tag outcome, timestamp, and captured activity payload.