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I'm trying to create a registration process where to-be members actually see our guidelines before agreeing to them and then, once they've finished the registration process they can only post in our New Members Start Here folder.  But I've not figured out how to accomplish that.

On the guidelines, the process gives them a box they can tick to say they agree, but they don't have to see the guidelines unless they click the Terms Of Use link, as shown below.  Is there a way to have the guidelines pop up each time?

Second, the Login & Registration page, below, says new members will be put in the Members group.  Is there a way to put them in the New Members group that I created?  That would let us determine what they can do until they've been promoted to Member.

 

Thanks,

Gary

 

 

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  • Author

Jim - Thanks!  That's pretty much what I'd come to, but let me restate it to make sure I understand:

  1. Guidelines: There is no easy way to make them see the guidelines.  They do have to click the box that says they'll agree but, like most of us now, we know we are going to have to agree if we want in no matter what it is so we tick the box.
     
  2. New Members: Rename the current "Members" group to something like "New Members" and set up rules to promote people to a new group, maybe "Regular Members" or some such.  I already have rules that promote from New Members to Members after one post, so if I were to edit those rules to go to Regular Members then we'd be set?  Then edit the viewing/posting permissions so New Members can only post in New Members Start Here.  Do I have that about right?

If I'm right about that we now need to rethink what we want people to do as they sign up.  But at least now I know what the possibilities are.  Thanks!

Think about this...you are already using profile completion so put a profile field in that requires the user to set something (select box with values of yes/no, maybe?) and that something can be a 'I have read the guidelines' (the description can take HTML so you can add a link to the guidelines in it.)

User then has to actively indicate of they have read them.

  • 2 weeks later...
  • Author

THANK YOU!  I knew I was missing something.  😔

So, with that set I don't need anything else in that rule?  I can turn filter by badges and filter by ranks off.  Right?

  • Community Expert

Group Promotion rules are checked when a member's data is saved to the database for whatever reason (their last visit date changes, they make a post, they update their signature, etc).

 

Unless they login and/or do some kind of action that updates their account (even the last visit date change), the rules are not checked.

If you don't want to wait, do a mass search for members with at least 1 post in the New Member group and manually move them to the Regular Member group.

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