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− | ==Sign Up Organisation==
| + | #REDIRECT [[Category:Sign-Up_Features]] |
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− | Each Sign up page, either company OR contact is associated with a level in the [[Organisation Hierarchy|organisation hierarchy]] – [[Internal|internal]] or [[External|external, depending on the sign up requirement and will be stored under that organisation.
| + | {{DeprecatedPage}} |
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− | This can be a real organisation if you are signing up [[User|users]] from that organisation, or an artificial organisation such as “Newsletter Subscribers”, if you are signing up people to receive a newsletter.
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− | * A Company signup page can be associated with a company category.
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− | * A Contact signup page is always associated with one or more user [[Role|roles]].
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− | ==Creating the Sign-up Organisation==
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− | Next you will create an organisation and the characteristics for the sign up page.
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− | 1. Click the Organisation, [[External]] [[Menu|menu]].
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− | 2. Click the '''New Account''' tab.
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− | The Duplicate check page is displayed.
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− | 3. Set the '''name'''.
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− | [[Image:Sign.png]]
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− | 4. Click the '''Submit''' button.
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− | You do not need to set any of the other values.
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− | 5. Click the '''Save''' button.
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− | The company record is saved and the menu displayed.
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− | 6. Click the '''Settings''' [[Menu|menu]].
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− | [[Image:Sign2.png]]
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− | There are two [[Menu|menu]] options associated with Signup feature:
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− | * '''Contact Signup''' – No this indicates that no contact signup page exists.
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− | * '''Account Signup''' – No this indicates that no company signup page exists.
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− | [[Category:System Management]][[Category:Sign-Up Features]]
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