Answers.Body: <p>You shouldn't need a payment processor to do a self-signup.  But also - you don't need to meet the standards for PCI compliance that you're suggesting if you choose an appropriate payment processor.  Use either an &quot;off-site&quot; processor like PayPal Standard, or one that loads Javascript on your page to collect credit card info so that it never touches your server (Stripe, and soon Authorize.net/Accept.js).</p>
  <p>To answer your original question:</p>
  <ul>
  <li>If you're not using CiviMember at all, simply create a free-standing <a href="https://docs.civicrm.org/user/en/latest/organising-your-data/profiles/" rel="nofollow noreferrer">profile</a>.  This will let you collect data and create an account.</li>
  <li>If you use CiviMember but memberships are free, set up a contribution page with the <strong>Execute real-time monetary transactions</strong> and <strong>Contribution Amounts section enabled</strong> unchecked on the <em>Amounts</em> tab, while configuring the <em>Membership</em> tab.</li>
  <li>If you use CiviMember but memberships are paid, and you don't want to collect credit card info despite my reassurances, configure the contribution the same as the last scenario, but check the <strong>Pay Later option</strong> box.</li>
  </ul>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2021-08-03T17:37:02.863Z
Answers.Text: Thanks both, we will investigate those options. Looks like one or the other will work for us.
Answers.UserDisplayName: andy d'arcy jewell
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2021-08-03T16:17:26.950Z
Answers.LastActivityDate: 2021-08-03T16:17:26.950Z
Answers.UserDisplayName: Jon G - Megaphone Tech
Answers.Body: <p>Depending on your CMS you might be able to do all of that without the need for CiviCRM.</p>
  <p>If you are worried about credit card information then CiviCRM has a number of payment processor options which mean you never see a credit card number, just the transaction ID of your payment processor of choice - check out <a href="https://civicrm.org/extensions/stripe-payment-processor" rel="nofollow noreferrer">https://civicrm.org/extensions/stripe-payment-processor</a> as an example that integrates with Stripe.</p>
  <p>If you think you still need a CiviCRM solution then Profiles are probably your friend - <a href="https://docs.civicrm.org/user/en/latest/organising-your-data/profiles/" rel="nofollow noreferrer">https://docs.civicrm.org/user/en/latest/organising-your-data/profiles/</a></p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2021-08-03T17:36:53.020Z
Answers.Text: Thanks both, we will investigate those options. Looks like one or the other will work for us.
Answers.UserDisplayName: andy d'arcy jewell
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2021-08-03T16:13:58.587Z
Answers.LastActivityDate: 2021-08-03T16:13:58.587Z
Answers.UserDisplayName: Christopher
Body: <p>Totally new to civiccrm - we are a small UK makerspace, looking for a membership management system. We thought CCRM might be a good fit, so one of our members has spun up a test server to play round with. It looks great, but I can't seem to find any information about how we would allow self sign-up without gathering the credit card info.</p>
  <p>We are a very small org and absolutely cannot handle the complexities of PCI compliance or the accompanying GDPR overhead of keeping that level of PII. That would cost us more in time and money than we pull in per year.</p>
  <p>We just need a login + password, email and a &quot;custom&quot; field for standing order reference.</p>
  <p>Is this possible?</p>
  <p>Thanks in advance.</p>
  
Comments.ContentLicense: CC BY-SA 4.0
Comments.CreationDate: 2021-08-07T21:02:04.713Z
Comments.Text: Welcome to CiviCRM. Please have a look at the docs with special regards to profiles and/or webform integration of your CMS. You may provide registration forms with any combination of fields you like.
Comments.UserDisplayName: nielo
Tags: <gdpr><pci-compliance>
Title: Newbie question - is there a way to have self-signup without gathering any credit card info?
ThreadText: # Newbie question - is there a way to have self-signup without gathering any credit card info?
  
  (Asked by: username_0 on 2021-08-03)
  
  Totally new to civiccrm - we are a small UK makerspace, looking for a membership management system. We thought CCRM might be a good fit, so one of our members has spun up a test server to play round with. It looks great, but I can't seem to find any information about how we would allow self sign-up without gathering the credit card info.
  
  We are a very small org and absolutely cannot handle the complexities of PCI compliance or the accompanying GDPR overhead of keeping that level of PII. That would cost us more in time and money than we pull in per year.
  
  We just need a login + password, email and a "custom" field for standing order reference.
  
  Is this possible?
  
  Thanks in advance.
  
  **Tags:** gdpr, pci-compliance
  
  > **Comments:**
  > **username_1**: Welcome to CiviCRM. Please have a look at the docs with special regards to profiles and/or webform integration of your CMS. You may provide registration forms with any combination of fields you like.  
  
  ---
  
  ## 2 answers
  
  ### Answer by username_2 on 2021-08-03. Score: 4
  
  You shouldn't need a payment processor to do a self-signup. But also - you don't need to meet the standards for PCI compliance that you're suggesting if you choose an appropriate payment processor. Use either an "off-site" processor like PayPal Standard, or one that loads Javascript on your page to collect credit card info so that it never touches your server (Stripe, and soon Authorize.net/Accept.js).
  
  To answer your original question:
  
  * If you're not using CiviMember at all, simply create a free-standing [profile](https://docs.civicrm.org/user/en/latest/organising-your-data/profiles/). This will let you collect data and create an account.
  * If you use CiviMember but memberships are free, set up a contribution page with the **Execute real-time monetary transactions** and **Contribution Amounts section enabled** unchecked on the *Amounts* tab, while configuring the *Membership* tab.
  * If you use CiviMember but memberships are paid, and you don't want to collect credit card info despite my reassurances, configure the contribution the same as the last scenario, but check the **Pay Later option** box.
  
  > **Comments:**
  > **username_0**: Thanks both, we will investigate those options. Looks like one or the other will work for us.  
  
  ---
  
  ### Answer by username_3 on 2021-08-03. Score: 1
  
  Depending on your CMS you might be able to do all of that without the need for CiviCRM.
  
  If you are worried about credit card information then CiviCRM has a number of payment processor options which mean you never see a credit card number, just the transaction ID of your payment processor of choice - check out <https://civicrm.org/extensions/stripe-payment-processor> as an example that integrates with Stripe.
  
  If you think you still need a CiviCRM solution then Profiles are probably your friend - <https://docs.civicrm.org/user/en/latest/organising-your-data/profiles/>
  
  > **Comments:**
  > **username_0**: Thanks both, we will investigate those options. Looks like one or the other will work for us.  
  
  ---
  
  