Changes

Jump to: navigation, search

Contact Sign-Up Page Settings

110 bytes added, 17:21, 12 July 2017
no edit summary
==Configuration==
1. Click the '''Sign Up Organisation''' link.
21. Click the '''Go to Global Settings''' [[Menu|menu]]- User - Signup Pages.
[[Image:Sign18.png]] The [[Menu|menu]] now indicates that a company sign up exists. 32. Click the '''Contact New Signup – NoPage''' [[Menu|menu]]button.
3. The Contact sign up settings page for this organisation is displayed.
[[Image:ContactSignUpPage GeneralSettingsContactSignUpSettings.png]]
This page consists of the following sections:
 
==Contact Sign up – General Settings==
* '''Internal Entry''' – use this page when someone internally wishes to create a contact. Generally, this is not set.
* '''Match based on Local Hierarchy''' - [[Duplicate Check]] performed on new contact record only checks against contact records under new contact’s organization in the [[Hierarchy|organizational hierarchy]].
* '''Enable Address validation''' - Address, City, State/Province and Postal Code fields must be enabled.
 
* '''Activate Page''' – controls if the sign up page is active.
* '''Business Unit/Organization''' - assign the signup page to a company. When this setting is not set, the page will present error.
* '''Duplicate Update Restriction Message''' – message to appear if duplicate user
* '''Add Duplicate check Field''' – drop-down to select fields used as part of duplicate check
* '''Enable Login''' – defines if the contact will be able to log into the system after registration. There are three options available:
:* [[Administration Interface|Administrative]] or [[Portal]] Interface - Provides access to the system to the extent permitted through the [[User|user's]] membership of specific [[Role|roles]].
Smartstaff, administrator
4,478
edits

Navigation menu