Configure the member account area

For:Administrator

↗Open in Unisoft

Settings are in the account area’s Configuration tab. They control access for members and how their accounts are linked to your CRM.

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Save your settings

After each change, click Save in the bar at the top of the page. Changes are not applied until you save them.

Enable the account area

1. 1

   Open the Configuration tab

   From the account area, select Configuration.
2. 2

   Enable the account area

   Set Enable the account area to yes.
3. 3

   Save

   Click Save at the top of the page.

Once enabled, members can log in from your website using their email address and a code received by message. While disabled, the account area is hidden and nobody can log in to it.

Automatic or manual validation

Automatic validation determines what happens when a new account is created.

Setting	What happens
Enabled	The account is immediately linked to an existing or newly created contact and can be used without your intervention.
Disabled	The account remains pending until you validate it yourself from the Accounts tab.

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Which setting should you choose?

Manual validation lets you check each link before it becomes active, which is useful for keeping your CRM clean. Automatic validation gives members a smoother experience when you trust matching by email and phone.

For details of the review queue, see Validate accounts.

Contact matching strategy

This setting determines how Unisoft links a new account to your CRM.

• Find an existing contact — Unisoft first looks for a contact by email or phone. If it finds one, the account is linked to it; otherwise, a new contact is created. Recommended to avoid duplicates.
• Always create a new contact — a contact is created for every account without searching first.

Information requested at sign-up

Choose what members enter when creating an account:

• Identity — last name, first name, email, phone;
• Full contact details — identity plus a postal address.

Add custom fields

Request information specific to your organization, such as a school, class, or role, by attaching a custom field block.

1. 1

   Create a field block

   Create blocks in the form editor. The same block can be reused in several places.
2. 2

   Select it in the settings

   Under Custom field block, choose your block from the list.
3. 3

   Save

   The member’s answers will enrich their contact record.

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Smart prefilling

If a form field has the same name as a field in the member’s profile, it is automatically prefilled when a logged-in member opens that form. Members type less, and your data is more reliable.

What happens next?

• Members log in and manage their profiles from your website.
• With manual validation, new requests appear in Accounts — see Validate accounts.