What are platform settings?

Configure your platform’s core settings, including registration flow, demographic questions, platform branding, areas, tags, status and policies such as terms and conditions and privacy policy to fit your organization’s needs and legal context.

What are the different tabs in the platform settings?

General

In this tab, you can configure the name of your organization, the total population it serves, and how users are identified if they choose to hide their names. You can also enable or disable moderation features to manage inappropriate content on the platform

Branding

This section lets you adjust the platform’s logo and primary/secondary colors to align with your organization’s visual identity.

→ For more information, check the “Platform Branding” article.

Registration

Here you can customize the welcome message shown during registration, and manage which demographic questions are asked. You can also add extra questions without activating them yet, allowing project managers to use them selectively for specific projects.

Areas

Define geographic regions like neighborhoods, districts, or zones that are relevant to your platform. These can be:

Shown as filters on the homepage
Used in registration questions
Linked to access control via Smart Groups

Statuses

Manage the status labels that can be assigned to user input within projects (e.g., “Under review”, “Implemented”). These statuses are public and help keep participants informed about the progress of their ideas or feedback.

Policies

Edit your platform’s Terms and Conditions and Privacy Policy. Other informational pages (like the About page or FAQ) can be edited via the Pages & Menu section in the platform back office.

How to set up the registration process?

Create a smooth onboarding experience by customizing your platform’s registration steps.

Steps in the registration flow:

Sign-up form
- Not editable, but you can add a custom message via Settings > Registration.
Email verification
- By default users will be prompted to verify their email address when registering to the platform. They can skip this step temporarily, but it is required to have completed their registration on the platform.
- If you want to disable email verification on your platform, contact support via the chat bubble at the bottom right of your screen
Demographic questions
- Optional or required questions can appear after email verification.
Follow preferences (optional)
- If enabled, users can select topics and areas they want to receive updates about.
- Add these via:
  - Settings > Tag manager (topics)
  - Settings > Areas (locations)

Users can update their follow preferences or unsubscribe anytime via Account Settings > Notifications or Activity > Following.

How to customize your registration questions?

Add, remove, or adjust the questions asked during user registration.

Default fields:

Gender
Year of birth → Used for age group insights on dashboards.
Place of residence → Linked to geographic areas (Areas tab in the Platform Settings), useful for access control and representation analysis.

You can:

Disable any default field (toggle off).
Make any field required (click Edit, enable “required”).

Add your own custom fields:

You can add these types of questions:

Multiple choice (single or multiple selection)
Yes/No (checkbox)
Short/long text
Numeric
Date

Examples:

Which topics are you interested in? (multi-select)
How many people live in your household? (numeric)

Notes:

For representativeness only single select questions can be used.

What is demographic data?

Why it matters:

Access Control: Control participation based on user traits.
Group Segmentation: Sort users into smart or standard groups.
Data Consistency: Only registration fields appear across all dashboards and reports.

Important notes:

Only default registration fields are usable in AI analysis.
Only single-choice questions show up in demographic graphs.
"Year of birth" cannot currently be used for grouping survey answers by age.

Where is this data used?

Reports: Add demographic widgets.
Participation projects: View demographic participation per project.
AI analysis: Segment insights based on default demographic fields.

What are project level demographic questions?

How it works:

By default, new projects inherit platform-level registration questions.
Project managers can:
- Choose which questions apply to their project.
- Mark them required or optional.
- To modify this, go to the phase settings and check the Access Rights section.

Notes:

Project managers can select registration questions that are not enabled on the platform level, however, the questions need to be created by a platform admin in the registration section of the platform settings. After this, a project manager can ask this as a specific question for their project.