Phase 1: Accessing User Configurations

• By default, the platform collects basic user profile information out of the gate, such as date of birth, phone number, gender, and ethnicity.
• If you need to collect custom data about the users specific to your organisation, navigate to the organisation settings and locate the "user additional info config" section.

Phase 2: Creating a Custom Field

• Click to add the field.
• Input a specific title for the data point you wish to collect (for example, you might create a field titled "County" to capture the specific counties a user is able to support).
• Select your desired answer type. The system allows you to choose from free text, number, yes/no, date, choose one, or choose many.
• If you select a multiple-choice format (like "choose many"), manually add the specific answer options (e.g., adding "Cass County" and "Clay County" as selectable options).
• Determine and select whether this specific field will be required or optional.

Phase 3: Updating Individual User Profiles

• Once the new field is configured, navigate to the users that live within your organisation.
• Select a specific user and click to edit their profile.
• Scroll down to the bottom of their profile page to view and fill out the newly added additional information fields.
• System Feature: While editing the user's profile, you can also use this screen to configure their referral status, choosing whether or not to make that specific user referable through an internal referral process.