How to Set Up Required Fields for Staff Creating New Client Accounts

Here’s how to set up required fields for staff when creating new client accounts, starting from the “Account” tab of your Dashboard. Step-by-step instructions are below:

Step-by-Step Guide:

Step 1: Click on the “Customize Platform” tab on the left side bar.

Step 2: On the “Platform Settings” tab, scroll down to the “Custom Content” section.

Step 3: Select the fields from the “New Client Required Profile Fields” drop-down list.

The fields selected will be required by staff members when creating new client accounts.

Scroll down and save the settings.