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Once you have an organization set up that you will associate with a signup page, next you will need to set up '''Roles''' (for users) and '''Categories''' (for organizations).
'''[[User Role|Roles]]''' are a way of grouping like users together. We use roles to control what the user can see and do in the system. When you create a user via a signup page, you need to give the user one or more roles. Typically, you would give a user a role like "Applicant" or "Reviewer".
Before you create your signup page, make sure you have created the roles you intend to give to the new users.
You can setup user roles by going to '''Menu''' icon > '''Global Settings''' > '''Users''' tab > '''Roles''' and click the '''New''' button.
Note: when you create roles you can indicate if a role is only for internal or external users. This recommended if you have a role like "Applicant" that should only be giving to external users.
Also make Make sure you include the desired language ID. Example: '''<code>&tid=14''' </code> to display the Spanish translation.
→Creating a Routing Page
===The Associated Organization===
Before you create a signup page, you will need to decide where the users and organizations you are creating will reside in your organization hierarchy. In other words, when you create a new user or organization via a signup page, where will they be created in your system? Typically, you would create an organization in the external organization hierarchy and call it something like "Web Registrants". Later you would associate that organization with your signup page. Then all new users and organizations created by this specific signup page will be created under that organization.
If you are creating an organization to act structurally like a holding folder rather than a true organization, then you need to flag the "Web Registrants " pseudo-organization as such, by going to '''Menu Icon''' > '''Organizations''' > Edit an Organization > '''Actions''' > '''Edit Categories and Access''' > Toggle on '''Container'''.
If you flag an organization as a container, any hierarchy access granted in the security matrix will not be applied for container organizations.
You can set up an organization by going to '''MenuMenu Icon''' icon > '''Organization Hierarchy''' > click Click on the second tab which is the external hierarchy, and click the '''New''' button to create a new organization in the external organization hierarchy.
===Roles and Categories===
: ''Main Articles: [[User Role]] & [[Client Categories]]''
Once you have an organization set up that you will associate with a signup page, next you will need to set up '''Roles''' (for users) and '''Categories''' (for organizations). '''[[User Role|Roles]]''' are a way of grouping like users together. We use roles to control what the user can see and do in the system. When you create a user via a signup page, you need to give the user one or more roles. Typically, you would give a user a role like "Applicant" or "Reviewer". Before you create your signup page, make sure you have created the roles you intend to give to the new users.You can setup user roles by going to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Roles''' and click the '''New''' button. <u>'''Note:'''</u> when you create roles you can indicate if a role is only for internal or external users. This recommended if you have a role like "Applicant" that should only be giving to external users. '''[[Client Categories|Categories]]''' are a way of grouping like organizations together and are also used to control what can be seen and done. When you create an organization via a signup page, you need to give the organization one or more categories. Typically, you would give an organization the category of "Grant Seeking Organization" or "External Reviewers".Before you create your signup page, make sure you have created the desired categories for your organization.You can setup organization categories by going to '''Menu''' icon > '''Global Settings''' > '''Organization''' tab > '''Categories''' and click the '''New''' button.
===Statuses===
Lastly, set up a [[Status|status]] for users and organizations. Statuses are like a place in time. For example, you might use a "Newly Registered" status for new registrants, and later once these users are vetted, you might switch them to an “Active” Status and later when you no longer engage with the user you might move them to an “Inactive” status.
Before you create your signup, pages create desired statuses.
You can set up a user status by going to '''MenuIcon''' icon > '''Global Settings''' > '''User''' tab > '''Statuses''', and click the '''New''' button to create a user status.
==Creating a User Signup Page==
# Click '''Save'''.
<u>'''Note''': when </u> When you choose a user signup page, it will show up inside the organization signup page in its own section under the organization details. Also note that when a user signup page is attached, the ''user'' signup confirmation page is used. Therefore, if you want to make changes to the confirmation page that appears to the user upon submission, you will need to navigate the user signup page instead.
[[File:Signup-org-multi-user.png|thumb|none|800px|A signup page that creates a single organization and multiple users at the same time. In this example the Lead Applicant is set to a minimum of 1 so they are required. The co-applicant is set to a minimum of 0 and maximum of 3 so none or up to 3 co-applicants can register at the same time.]]
You can specify a minimum and maximum number of users you want to create per attached signup page as well as specify section and user titles.
<u>'''Note: depending '''</u> Depending on your jurisdiction, be mindful that if you enable multiple users, you are asking someone to enter personally identifying information, into your system on someone else’s behalf.
==Making Changes to Fields on Your Signup Page==
Let’s say you want to make the '''Email''' field on your user signup page mandatory. Navigate to the '''User''' standard field for email: '''MenuIcon''' Icon > '''Global Settings''' > '''Users''' Tab > '''Standard Fields''' link and edit the '''Email''' standard field by toggling on the '''Mandatory''' setting. Now when you go back to the signup page and preview it, you will see the email field is now set to mandatory and the relevant validation was automatically added.
Any changes you make to any fields that are included on a signup page will be updated instantaneously on your signup pages. You can also go back to the signup page at any time to change the order of fields and add or remove fields by modifying the selected fields. To remove a field, hover over the desired field and click the button marked with an '''x'''. Drag and drop '''Selected Fields''' to modify the order in which the fields will appear on the signup page.
<pre>https://@url@@activationlink@</pre>
If you want a custom new user email sent to all users who register through this specific signup page instead of using the global one, then, on that particular signup page, go to the '''Templates''' tab and add the sample template and fill in the other fields. The '''New User Email Template''' on the signup page takes precedence over the '''New User''' general template found under '''Global Settings'''. Typically, we recommend that you leave the '''Template''' tab '''New User Email Template''' empty so the global template will be used.
[[File:Signup-privacy.png|thumb|none|800px|If you attach a privacy policy to a signup page. Anyone attempting to register will have to accept the policy before they can gain access to the system. ]]
You can create a '''privacy policy''' for your system by going to the '''MenuIcon''' Icon > '''Global Settings''' > '''Security''' Tab > '''Privacy and Security Policies''' link. We suggest you start by creating a policy for the '''Default Country''' and '''Languages''' of your choice. The default country is displayed until the user has logged in, at which point the system shows you the policy for the country you have chosen as your primary residence. We also suggest you '''Enforce User Acceptance''' by selecting a date on your privacy policy. Once you have a privacy policy created, go to the desired user signup page and select the desired policy from the '''Attach Policies''' dropdown. Then, '''Save''' your signup page. Now, when anyone is sent to your signup page, they will first be required to read and accept your privacy policy before they can register and gain access to your system.
==Modifying the Duplicate Check settings==
The translations of custom and standard field captions are pulled from those fields and can be entered in those fields or via an import.
Once translations have been entered and saved on the signup page, you can send your users directly to the signup page in the language you desire. Do so by adding '''<code>&tid=14''' </code> to the end of the signup page URL. Where , where the number equals the desired language ID. In this case, the language ID 14 will bring the user to the signup page translated into Spanish.
The user can also switch languages on the signup page by using the drop down language menu in the top right of the header.
<u>'''Note: when '''</u> When you switch languages, the signup page will reload and clear any data entered into the fields.
==Creating a Routing Page==
Routing pages are created to direct the user to the appropriate signup page in the desired language. Typically, the user clicks a button on the login page that takes them to an intermediary page where they can see the list of available signup pages. You can create a routing page by going to '''Menu''' Icon > '''Global Settings''' > '''Branding''' tab > '''Login Pages''' link > edit the desired login page > '''Routing Page''' tab.
[[File:Singup-routing.png|thumb|none|800px|The routing page takes users to the signup page that is right for them.]]
Use the URL lookup button and select the "Signup Page" option to populate the signup page link into the routing page. Note if you choose to paste a URL here instead use the relative path. Example:
<pre>/s_csignup.jsp?token=XVtQHUUGYVpQRhRRXxNRS1BWZEl2HnFsFA%3D%3D&ptoken=XVtQC1oGYVpQRhRRXxNRS1BWZEl2HnFsFQ%3D%3D</pre>
Relative paths will resolve correctly and work on production as well as development and backup systems.
==Creating an Organization Lookup Signup Page==
