How to Set Up Required Fields for Self-Service Registration

This article will show you how to set up what fields are required, included, and not included for Self-Service registration.


1. Select Administration

2. Then select Contact Preferences

3. Self-Service Options are in the third column. The other two options are for the Client Profile and Groups.

4. The fields can be set to included, not included required or included by clicking on the desired icon of that field.

The green fields are included but not required. To make information required, set that field to red by clicking on the asterisk. Blue fields are not visible, but can be set to green or red. The gray fields are included by default and cannot be removed. For example, names cannot be removed. The email address cannot be removed from Self-Service or Online Registration.

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