Custom Onboarding Fields let you gather additional information from new users when they join your organisation in the GoJoe app. These fields can be tailored to suit your organisation’s needs, such as: department, location, or role.
All collected data is stored in Business Manager, where it can be used for reporting, filtering users, and better organising your teams.
To set up Custom Onboarding Fields, follow these steps:
Go to the Dashboard and click ‘Edit Organisation Profile’, or navigate to ‘My Account’ > ‘Organisation Profile’ from the left-hand menu.
Scroll down to the Custom Onboarding Fields section.
Add up to two fields (e.g., Department, Region).
To make a field mandatory, enable ‘Required in Org Onboarding’.
Click ‘Save’—once saved, an ‘Edit Field Options’ button will appear next to the field. Click it to add your custom options.
Note: While these fields can be edited in Business Manager, they cannot yet be deleted. If you need assistance, feel free to reach out to us at help@gojoe.com.