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Completing forms can be tedious for anyone, yet collecting member information is often an important part of running a community. Asking new users to fill out a long registration form can be a turn-off and may discourage potential members from signing up. The Invision Community Suite helps address this by allowing members to register quickly, while still giving you the flexibility to collect the information you need later through profile completion tasks. What is Profile Completion?Profile completion allows new members to sign up using only the minimum information required to create an account, typically their display name, email address, and password. This keeps the registration process quick and easy, helping reduce barriers to joining your community. Any additional information you wish to collect can then be requested after registration through profile completion prompts. These prompts can be set as either optional or mandatory. If required, you can restrict access to the site until the member has completed the necessary information, ensuring you capture essential details without slowing down initial sign-ups. Quick Registration Form How to Set UpBefore setting up any profile completion steps, you’ll need to make sure your community is using the Quick Registration form (this is used by default). You can switch to this option from the following location in the Admin CP System → Settings → Login & Registration → Registration Once Quick Registration is enabled, you can begin creating profile completion steps using your custom profile fields. If you haven’t yet created the profile fields you need, we recommend reviewing the custom profile fields guide before continuing. Profile completion steps can be configured from the following location in the Admin CP: Members → Member Settings → Profiles → Profile Completion Selecting Create New will allow you to create a new profile completion step. Each step can include one or more profile fields for the member to complete and can be set as either required or optional. In the example shown below, a simple profile completion step has been created asking members to share a little more information about themselves. Adding a New Profile Completion Step You can create as many profile completion steps as needed, and these will be presented to members one step per page on the front end during the profile completion process. In addition, you can add WYSIWYG content to the profile completion flow using the Custom Message option. This is useful if you simply want to display information to members or ensure they’ve seen an important message, without requiring them to enter any data. What the member seesWhen a member still has profile information to complete, a profile completion bar will be displayed, showing the percentage of their profile that has been filled in so far. This bar can be dismissed by the member if they prefer. If dismissed, any remaining profile items can be completed later directly from the member’s profile. Members can also select 'Complete my profile' to move through the remaining steps, completing each item in turn. Profile Completion Front End On the 'Complete my profile' screen, you’ll notice a 'Skip this step' button at the bottom. This option is only shown when the items on that step are not required. If a step contains required fields, the skip option will not be available. When required steps are incomplete, the profile completion screen will remain visible and members will not be able to access other areas of the site until the necessary information has been provided. Ensuring you capture all required information. In the example shown below, the current step is optional and can be skipped. However, step 2 is marked as required and has not yet been completed. As a result, there are no other menu options available to the member, and they will only see the profile completion screen until all required fields have been filled in. Skippable VS Mandatory

Gamification can be a powerful way to encourage members to participate and contribute content within your community. Invision Community supports this by giving administrators the ability to award points and badges based on conditions and activity rules. Below is an example from our own community, showing achievements earned by Matt through this system. Profile View of Achievments and Badges AchievementsConditionsAchievement rules allow you to award points and/or badges to members when specific conditions are met. These rules can be configured from the following location in the Admin CP Members → Achievements → Rules Rules List From here, you can define an initial When condition, such as when a reaction is given or when a member posts a piece of content, along with many other available triggers. In addition to this primary condition, you can also apply three types of additional conditions. Location conditions - These allow you to limit where the action takes place. For example, you might choose 'A comment/reply is posted' and then add a location condition of 'It is a status reply', so the rule only applies to status replies. Milestone conditions - These let you award achievements when a specific milestone is reached, such as giving a member their 10th reaction or rewarding them for making their first post. Type conditions - These are used to narrow the rule based on the type of action. For example, you could specify that the reaction given must be a 'Thanks' reaction. The conditions available to you will vary depending on the initial 'When' option you select. New Rule Showing Type Conditions ActionsYou can then choose the 'Then' action, which determines what happens when the defined conditions are met. In the full example shown, the system is set to award the '10 Replies' badge (discussed later) along with 10 points once a member reaches 10 comments or replies. New Rule Showing Actions to Take RanksRanks are titles and images that can be assigned to members once they reach a specific number of points on your site. These are displayed alongside a member’s posts and help highlight their level of participation within the community. Ranks can be configured from the following area of the Admin CP Members → Achievements → Ranks Rank Listing Once you enter this section, you’ll see the default set of ranks, similar to those shown below. You can edit any existing rank using the pencil icon, or create a new one by selecting Add New Rank, and filling in the details requested Creating a New Rank These ranks will also appear in the menu under a member’s name, along with the number of points they need to reach the next rank. Showing Rank Progress BadgesAlongside ranks, you also have badges. While ranks are awarded based on the number of points a member has earned, badges are granted based on specific criteria or can even be assigned manually. For example, you might award a badge to someone who has completed their profile or reached 100 posts. Badges provide a flexible way to recognize achievements that aren’t strictly tied to points. Below is an example showing both ranks and badges in use. Badges can be created from the following location in the Admin CP Members → Achievements → Badges Badges Listing From here, you can view a list of all badges you’ve already created, as well as add new ones as needed. To create a new badge, select the Create New button at the top of the page. You can also choose to make a badge manually assignable, which is explained in more detail below. Manually Assigning Badges & PointsModerators who have been granted the appropriate permissions are able to manually award both badges and points to members. This can be particularly useful for recognizing contributions that fall outside of your automated achievement rules. To do this, the moderator can open the menu icon located in the top-right corner of any post and select the option to reward the member. From there, they can choose which badge or number of points to assign, allowing for flexible and meaningful recognition of member contributions. Rewarding a Member When rewarding a member, you can choose which badge to award and optionally assign a number of points at the same time. You may also include a message for the member explaining why the reward was given. If desired, this message can be displayed publicly on the post, allowing other members to see the recognition and helping encourage positive engagement within the community. Giving Points and Badge If you choose to display the reward publicly, an additional section will be added to the post. Other Achievement SettingsIn addition to the options above, there are several other related settings you can adjust to suit your community’s needs. For example, you may choose to prevent moderators from receiving badges, or place limits on how many points or badges can be manually awarded. These controls give you fine-grained flexibility over how achievements are managed and used within your community. More Achievements Settings

There are a number of additional member profile settings available within the suite, which administrators can configure to better suit the needs of their site. These settings can be found in the following location within the Admin CP. Members → Member Settings → Profiles → Profile Settings Profile SettingsThe Profile Settings section allows you to control how member profiles behave and are displayed across your community. From here, you can configure options such as profile photos, display name rules, signatures, status updates, birthdays, and member history retention. Profile Settings Page This area also includes privacy-related settings, such as whether members can ignore others, as well as display preferences that affect how names, groups, and content links appear throughout the site. These settings apply globally and help you shape both the appearance and behavior of member profiles to suit the needs of your community. Photo GalleryWhile for some, it is fine to upload their own profile photos, we work with many communities that place a strong emphasis on privacy, including those in the medical sector and communities that support young or vulnerable people. In these environments, you may wish to disable external uploads to reduce the risk of exposing personal information, prevent potential harassment, and help protect members from being identified outside the community. Directly to address this issue, we added the user photo gallery, allowing community teams to upload a curated selection of approved images that members can choose from. This can be done from within the admin CP at the following location, using the upload button provided Members → Member Settings → Profiles → Photo Gallery By using only community-approved photos, profile images remain safe, consistent, and non-identifying, while still giving members a sense of individuality and belonging within the community. Adding Profile Photos Once added, users on the front end can choose from this selection within their profile, by selecting Edit Profile → Edit Profile Photo Using Profile Photos

In any community, there will always be information you want to collect about your members that isn’t included by default in the core product. This might be data needed for administrative purposes, or details you’d like to display on member profiles or alongside content. In Invision Community, you can create and organize custom fields to capture this information, grouping them in a way that best suits the needs of your site. Creating Profile FieldsCustom Profile fields can be configured from the following location within the ACP: Members → Member Settings → Profiles → Profile Fields Custom Profile Field List Selecting the 'Create New' button in the top-right corner allows you to create a new group for profile fields, similar to the Personal Information section shown above. To add a new field to an existing group, click the + icon next to the relevant group. When adding a new field, you’ll be taken to the field creation screen. In the example shown, 'Text' has been selected as the field type, which allows members to enter information using a text input box. Creating a New Field Here you’ll find settings that allow you to define things like a maximum length for the field, as well as use 'regular expressions' to validate the data entered. You may notice that there isn’t a 'Required' option shown in this example. This is because profile completion is enabled, which is discussed in another guide. If you are not using profile completion as part of quick registration, you will also see a 'Required' checkbox, which can be selected if needed. You can also control where this information is displayed, how it appears, and how it behaves once filled in. For example, if you only want the field to be completed once and never edited again, simply disable 'Member can edit value' to prevent further changes after the initial entry. Additional Profile Field Information T 'Display format for...' sections. These options only appear if the corresponding display settings are enabled. For example, in the screenshot, 'Show to Staff 'is enabled for 'Show with member's content submissions'. If this option were disabled, the 'Display format for topics ' setting would no longer be shown. Info You will note you can select whether or not the item contains personally identifiable information. If you select this, any data contained in this field will be included in requests from the user to download their PII data. Display FormattingBy default, the display formatting sections will show only the raw contents of the field. However, you can control exactly how this information is displayed by selecting 'Use Custom Formatting'. Once enabled, an additional field will appear, allowing you to add your own custom formatting code. Custom Formatting Options This is where you can add your own HTML, using the provided placeholders, to control exactly how the information is displayed. The formatting you define here will determine how the field appears in that location, such as on a member’s profile or within topics. For example, if you add code to the field we set up earlier, the placeholders {$title} and {$content} will automatically be replaced with the custom field’s title and the value entered by the member. Example: <strong>{$title}:</strong> {$content} End User DisplayYou will see once you have set up your profile fields the members can then add the information from within their profiles. End User Editing Profile Information Once configured, these fields will appear in the relevant areas of your site, displayed using the formatting you’ve chosen. Post Formatting Example

Member groups give you broad control over what members can see, do, and interact with across your community. Every member must belong to a primary group (by default, this is Members), and they can also be assigned one or more secondary groups. The primary group is the one displayed under a member’s name, but members will inherit permissions from all secondary groups they are assigned to as well. Since much of your community’s core permission structure is managed here, it’s worth taking some time to explore the available member group options and understand how they work together. Group ListingYou can add a new group by selecting the 'Create New Group' button, above the group listing. Once selected, you would fill in the relevant details, such as name, group icon etc, and save once done. Group Listing Selecting the edit icon to the right of an existing group in the listing will take you to that group’s editing screen. From here, you’ll have access to all the tools needed to quickly and effectively manage the group’s settings. You can also duplicate an existing group using the copy icon, which can be a convenient way to set up new groups with similar permissions. Setting Up GroupsThe group screen is divided into several functions, each organized into its own tab. While most functions are self-explanatory, you’ll find brief descriptions of the main areas below. Please note that you may see more or fewer tabs than shown in the image, depending on which applications you have installed. Tabs on Group Creation/Edit Group SettingsThis tab contains a range of options that apply to the group as a whole and is divided into three main sections. Group Details - This is where you configure the core aspects of the group, such as the group name and group icon (which appears beneath a member’s name in various areas of the site). You can also apply group formatting, allowing you to use HTML to style the group name, and set up group promotions to automatically move members into another group based on criteria you define. Permissions - These are general group-level settings, such as whether members can access the site while it is offline or how many times they are allowed to change their display name. These are not content access permissions, which are covered later. Privacy Settings - Items such as whether or not a member in this group can log in anonymously, can be ignored, or post anonymously. ContentThis tab contains settings relating to the posting of content over all. Items such as Uploads - Can members of the group upload to the site at all? If so, how much? Polls - Can polls be created and how a member interacts with them Viewing - When people see this group, will they be highlighted in any way? For example, you may wish to highlight content added by your moderators Post Editing/Deleting & Limits Moderation - Can the members in this group participate or bypass moderation, or is moderation enforced on them SocialThis tab contains setting which relate to the users social interaction on the community. Such as their profile, messages between users, reactions and more Application SettingsIf you have additional applications installed, you’ll see their common group-related settings appear as extra tabs within the group editing screen. This makes it easy to quickly configure features for a group, such as allowing members to create blogs or setting the maximum image size for uploads in the Gallery. Members can be assigned to one primary group and any number of secondary groups from the Members section of the Admin CP. Adding a Member To a Group

Before you begin managing members, the first step is to decide how new members will register on your community. This can be found within the Admin CP at the following location System → Settings → Login & Registration → Registration From here, you’ll find a range of options that allow you to control how registration works on your site. We will cover the key points of each here Standard RegistrationWhen we talk about 'standard' registration, this refers to anyone who has registered with the standard built in registration form, rather than someone who may have logged in with an external login method being used, like google login or other SSO solution. Standard Registration Options You may decide to disable standard registration for a number of reasons. For example, you might be using an external service for logins, or you may not want users to register on your site at all. To support this, you can choose to redirect users to an external site, or simply select the 'No' option to completely disable registration. The main options, which would be suitable for most sites, are Quick registration - When using quick registration, new members only need to provide a minimal set of details to create an account on your site. It’s important to note that this doesn’t automatically mean they’ll have full access straight away. If you’ve set additional required steps, such as custom profile fields or other mandatory information, members will still need to complete those when they log in, before they can fully use the site. To help with this, you can use profile completion steps to either 'require' or 'suggest' specific information, depending on your preference. These steps ensure members provide everything you need, and they’re covered in more detail in another guide. Full registration - With full registration enabled, new users are presented with all required registration fields upfront. This means they complete every necessary step during the sign-up process, rather than registering first and filling in additional details later. Full registration can be useful if you want to ensure all required information, such as custom profile field information, is collected before a member gains access to your community. All New AccountsThe settings in this group apply not only to standard registration above, but also to any account which is created outside of the standard login, such as 3rd party login methods. ValidationValidation of members in an important measure in the prevention of spam on your community. While for most, email validation will be the most suitable option, some may find the need to validate every member, which is where administrator validation comes in. Email Validation - When email validation is enabled, new users are sent an email containing a unique link that they must click to confirm their registration. This helps prevent automated sign-ups or repeated registrations using fake or randomly generated email addresses. You can also choose to automatically remove unvalidated accounts after a set period of time, reducing the amount of ongoing administration needed on your community. Administrator Validation - There may be times when you want an administrator to manually approve new member registrations. This can be useful during periods of increased spam activity, or whenever you need to be more selective about who is allowed access to your community. Allowed Email Domains - ome communities, such as internal company or private communities, may want to restrict registration to specific email domains. For example, an internal community might only allow registrations from email addresses ending in a particular domain, such as invisioncommunity.com. This adds an extra layer of security by ensuring that only approved users are able to register and access the site. You can set for one of more of these items to be used, based on the needs of your community.

A theme controls the overall look and feel of your site, allowing you to tailor its appearance to suit your vision. This could be as simple as choosing a color scheme you like, or as specific as matching your existing business branding. Invision Community makes this easy with a zero-code theming system. You can create and customize themes without any technical knowledge, while the platform automatically ensures your colors are applied consistently and your site looks great across all devices, with minimal effort required. Creating a New ThemeYou would first create a new theme within your Admin CP, from the following location. You can set this as your default theme in the process, or leave it as a non-default, depending on your preference. Customization -> Appearance -> Themes Create New Theme Once you have created a new theme, head to the front end of your site. First of all, from the bottom of the page, click the theme menu, and select the new theme. Select Your New Theme You are now ready to start editing the new theme to your liking, using the theme editor Theme EditorNow you have created your theme, you will want to open the theme editor. Click on your name and select "Theme Editor". Once open, you will be able to start customizing your site’s colours, logos, layouts, and more. Theme Editor PreviewingThe theme editor provides an instant, live preview of your theme, as soon as you modify a setting. You can switch to different views that you would use day to day on your site, such as a mobile or tablet view, or a light or dark view. Activate each mode by selecting the buttons shown below Switching to Different Views to Preview Coloring Your SiteThemes are powered primarily by just 3 colors, which can be selected in the color palette section of the theme editor Primary - responsible for styling the main elements on your page, such as the Start new topic button. Secondary - control minor elements, such as pagination links Base - responsible for controlling the overall tint on your site. The Color Palette By changing each of these, you can very quickly change the color of your site, using the provided color picker. You can see this in action below {changing colors quickly here} LogosA logo is a visual symbol or text that represents your site or brand. It’s often the first thing visitors notice and helps create a recognizable identity for your community. Your logo is typically displayed in the header of your site. In the logos section, these and can be created using or text logo editor, or by uploading an image logo. Text OptionThe first logo option available is a simple text-based logo. This uses text only, with the option to add a short slogan that appears directly underneath. It’s a clean and flexible choice, especially if you don’t yet have a graphic logo. Creating a Text Logo Image OptionsThe image logo option allows you to upload a graphic logo instead of using text. You can provide both a light and a dark version of your logo, ensuring it looks great across different themes and color schemes. The maximum logo size can be adjusted, with the header automatically resizing to fit. As with all theme settings, any changes you make are shown instantly in the live preview. Uploading an Image Logo HeaderThe header is the uppermost area of your site and is one of the most visible parts of your community, as its shown on every page. It’s where key elements such as your logo, main navigation menu, user menu, and search bar are displayed. You can customize both the colors and the layout of the header to match your branding and arrange everything in a way that best suits your preferences. Swatches & Color PickerSelecting any of the area within the colors section in any of the following sections will allow you to select from various predefined colors, or choose your own using the color picker provided Header - > Desktop header Header -> Mobile header Swatches are preset colors that are automatically created from the main colors in your color palette, such as your primary, secondary, and base colors. These swatches make it easy to apply consistent colors across your header, that match the rest of your community, without needing to manually choose values each time. You can simply select one of the available swatches as shown in the image below. If you do have a specific color you wish to use, you can always use the color picker to choose a specific custom color instead. Pre-Determined Swatches from your Main Color Palette Header ArrangementYou can arrange the header items for desktop views in the following area of the theme editor: Header -> Desktop Header The header arrangement options, allow you easily control how items are laid out in your header. Using simple drag-and-drop controls, as shown in the image below, you can rearrange menu items to suit your needs. If icons have been assigned to menu items in the AdminCP, these can also be displayed alongside the menu text. You can also adjust the height of both the primary and secondary header areas, giving you more flexibility over the overall look and spacing of your site’s header. Rearranging The Header Page LayoutsLayout options can be found in the Page layouts section of the theme editor, and allow you to define the default layouts used throughout your community. Using the theme editor, you can choose how different areas of the site are displayed, with changes shown instantly in the live preview. An example of using layout options is shown below. You can configure layouts for a wide range of areas, such as: Page layout Forum index Topic list Topic view Blog layouts And other areas besides {need animated gif here once its fixed} Global Body ElementsThe Global section of the theme editor controls shared styling used across your entire site, helping keep everything looking consistent. From here, you can easily adjust these global settings to change the overall look and feel of your community. The image below shows how simple it is to modify these elements, such as removing rounded corners to create a cleaner, more square and flat appearance throughout the site. Changing Global Elements Other ItemsIn addition to the areas covered above, there are other options that are available within the theme editor that we haven’t gone into here. We encourage you to spend some time exploring and experimenting, as most changes can be previewed instantly and adjusted at any time. Some of the other areas you can customize include: Typography - allowing you to change the typeface used across your site, as well as adjust font sizes Footer colors - giving you control over the look of the footer area Light and dark options - where you can choose whether these modes can be toggled by users, or set to follow the system’s current appearance setting CSS Additions - Adding your own CSS using the </> icon {link to advanced topics here}