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===Roles and Categories===
: ''Main Articles: [[User Role]] & [[Client Categories]]''
Once you have set up an organization set up that you will to associate with a signup page, next you will need to set up '''Roles''' (for users) and '''Categories''' (for organizations). ====User Roles===='''[[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 roles, you can indicate if a role is only for internal or external users. For example, typically the "Applicant" role should only be given to external users. 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 creating your signup page, ensure that you have created the roles you will assign to newly created users.You can setup user roles by going to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Roles''' and click the '''New Role''' button.<u>'''Note:'''</u> when you create roles you can indicate if a role is only for internal or external users. For example, typically the "Applicant" role should only be giving to external users.====Organization Categories===='''[[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 creating your signup page, ensure that you have already created the categories you will assign to newly created organizations. You can setup set up organization categories by going to '''Menu''' icon Icon > '''Global Settings''' > '''Organization''' tab > '''Categories''' and click the '''New''' button.
===Statuses===
# Go to the '''Menu''' Icon > '''Global Settings''' > '''Organizations''' tab and click on the '''Signup Pages''' Link.
# Click the '''New Signup Page''' button in the action bar. It is signified by a plus sign.
# Give the signup page a name.# Choose an '''Associated Organization''' via the lookup. New Organizations organizations will be created under this organization. Generally, you want to select an external organization.
# Optionally, enter a description. This will not be visible to applicants but is important for differentiating organization signup pages. You can include the purpose and usage of the page to make it easier to find and provide context.
# For '''Categories''' select the categories you want to assign to new organizations created.
# Change the signup page and confirmation page content if desired. For example you may want to add something like who the user should contact if they need assistance. Note if If a user signup page is attached to an organization signup page, the confirmation page content of the user signup page will be used and the organization confirmation page content will be ignored.
# Drag and drop the fields from the '''Available Fields''' list into the '''Selected Fields''' list. These fields will appear on the organization signup page. Fields in the Selected Fields List may be reordered using drag and drop. If you are adding the address fields, typically the country input should appear above the state/province drop down so that the list of states or provinces can be filtered based on the country.
# Click '''Save'''.
# Create an organization signup page as above.
# Edit the organization signup page, and for the setting called '''User Signup''' select either '''Single User''' or '''Multiple Users'''.
# If you picked '''Single User''' you will see a '''User Signup Page''' setting. Click the drop down and select the desired user signup page. Note having Having a unique description on the user signup page will help make selection easy.
# ''(Optional)'' Toggle on '''Enable Same Address Button''' if you want the user’s address to be pre-populated with the address of the organization so the user does not need to enter the same address twice.
# Click '''Save'''.
A privacy policy details your company’s views and procedures related to the collection of information on people who use your system. It's important to let your users know how you are going to use the information you are requesting, and to tell users who to contact should they have questions. In some jurisdictions, such as California, you are required to post your privacy policy by law. In the EU, the [[General Data Protection Regulation (GDPR)]] and the e-privacy directive oblige you to display a privacy notice containing specific elements on your system. Failure to do so can result in fines.
[[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 policyPrivacy Policy''' for your system by going to the '''Menu Icon''' > '''Global Settings''' > '''Security''' Tab > '''Privacy and Security Policies''' link.
You might consider starting by creating a policy without any role or country permissions, allowing users who haven't signed in or don't yet exist in the system to view the policy from the signup page. Alternatively, you can attach a privacy policy to the login page so that users see it upon their first login, depending on their roles and country. Once the policy is created and activated, you can attach it to the user signup page by selecting the policy in the '''Attach Policies''' input field.
If a user tries to enter an email that is already in the system, it will be flagged as a possible duplicate and prevent the user from registering with the same email twice.
Optionally, you can conduct a duplicate check on multiple fields. It is important to note that when you add multiple fields in one '''Duplicate Check Field''' input, it will utilize the Boolean operator AND instead of the OR operator. For example: , if you chose email and first name, it will only flag users that have the same email and first name as an existing user in the system.
To add multiple fields using the Boolean Operator operator OR, select the '''Add Duplicate Check Condition''' button, signified by the plus sign. In that case, duplicates will be flagged if either criterion is met independently.
Optionally you can change the uniquely identifiable field such as email to another field such as employee number.
==How to Set up an Eligibility Questionnaire==
If there are criteria that would render an applicant ineligible to gain access to your system, you may want to setup an eligibility questionnaire that a user must fill in before you let the user register. This is typically done with a Universal Tacking Application (UTA). In the UTA, ask any questions that would cause an applicant to be ineligible. Example: If For example, if you don't fund religious organizations or organizations in a specific area, ask applicants these question before you allow them to register. If the applicant meets your desired criteria, then give them a link to the desired signup page. If applicant fails your criteria, then let them know they are ineligible. Using this method saves the user time by letting them know up front if they are not going to be given access and it saves you time by reducing the number of users created in your system.
==Other Vetting Processes==
||Description
||This input is not seen by your applicants but is used to differentiate signup pages when you are picking a user signup page from the organization signup configuration page. You may also wish to add special instructions or notes for other administrators in this field.
|}
||Select one or more fields to be used by the duplicate check. Typically, '''Email''' is used for users and '''Name''' is used for organizations. If you choose to check on more than one field the operation used is '''AND'''. For example: if you chose email and first name, it will only flag users that have the same email and first name. If you want to use '''OR''' you must click the '''Add Duplicate Check Condition''' button.
|-
||Form Submission Behavior (User Signup)||This setting is only found on On the User Signup page. Most people use the default '''Create new user only if no existing match found'''.On the organization signup page. Most people use the default '''Create new organization only if no existing match found'''
|-
||Duplicate Restriction Message
|-
||User/Multiple User Signup Page
||Only available on the organization signup page. Select the user signup page(s) you want to attach to the Organization signup page. The User signup page, will show up inside the organization signup page in its own section that appears under the organization details section.|-||Form Submission Behavior (Organization Signup)||Only available on the organization signup page. Most people use the default '''Create new organization only if no existing match found'''
|-
||SmartCheck Validation
|-
||Attach Workflow
||Select the desired workflow you would like to run upon the registration of a new user or organization. Typically, workflows on signup pages notify someone that a new user has registered and or some action needs to be taken or the workflow will run some tasks task automatically.
|-
||Attach Policies
||Only found on the User Signup page. Select the policy you want users to be forced to accept before they can register. Typically, you would select a privacy policy that details your company’s views and procedures related to the collection of information on people who use your system. This way a new user can see and accept your policies before they enter any personally identifiable information (PII) into your system. Alternatively you may wish to attach a policy to the login page instead which will be enforced upon the users first login. Note polices attached prior to login cannot include any role our country based permissions.
|-
||Default Country
||This setting is used to specify a default country on the signup page. For example, if all applicants registering via this signup page live in the United States, you might choose that option as the default countryto save users some time.When the form opens, if the value chosen is United States then that value will automatically be pre-selected in the Country field for the user. The user can still change the Country field value if they wish, but if the user does not, this feature saves the user some time.
|-
||Default State
||This setting is used to specify a default State/Province state or province on the signup page. For example, if all applicants registering via this signup page live in New York State, you might choose that option as the default Statestate to save users some time.When the form opens, if the value chosen is New York then that value will automatically be pre-selected in the State state field for the user. The user can still change the State state province field value if they wish, but if the user does not, this feature saves the user some time.
|-
||Default Status
|-
||Roles
||Only found on User signup pages. Roles are a way of grouping like users together. We use roles to control what the user can see and do in the system. You can '''Add''', '''Remove''' or '''RemoveUpdate''' roles for Users using this setting.
|-
||Page Layout
||This setting controls the layout of the page. '''Default''' is recommended as you will always get the latest and greatest signup page template. If you select '''Custom ''' you will be able to add the sample template and customize the HTML of the signup page. However, if you select custom, your template will not get updated with future upgrades and as such you may be need to manually update your custom template to ensure it continues to work as expected after each upgrade.
|}
||If you want to add some text such as “registration” into the header beside your logo you can add it here. Typically, this input is left blank.
|-
||Company /Contact Section Title||This text will appear above the fields where you enter organization /contact data. Typically, people enter “Organization Information”on the organization signup page and “User Information” on the user signup page.
|-
||Instructions Title
||Instructions Content
||Add any custom instructions to help user complete the signup page. Typically, people enter “Fields marked with a red asterisk (*) are required. If you need assistance contact Fake@fake.fake.”.
|-
||Enable Same Address button
||Only found on the Organization signup page with a user signup page attached. Toggle on to get a button that will populate the user address fields with the values entered into the Organization address fields. This feature will save users time if they use their organizations address for their and user addressaddresses are the same.
|-
||Same Address Button label
||Submit Button Label
||Define the caption you would like to see on the form submission button.
|-
||Display Login Link on Page
||This setting is used when a user is invited to contribute to an application via a personal email but they already have an existing account under another email they would like to use.
|-
||Enable Email Confirmation
||Only found on the user signup page and typically left disabled. This setting displays an email confirmation field when the email standard field is included on the form.
|}
|-
||Confirmation Page Content
||Smaller text displayed after the user submits the form. Appears under the title. Typically, people enter “Thank you for registering. Activation instructions have been emailed to you.”you”.
|-
||Link textText||Text used for a link to the login page so people can log in after registering. Typically, people enter either “log “Log in here” or “Visit youralias.smartsimple.com”.
|-
||Link URL
||Link to login page. typicallyTypically, people enter “/s_Login.jsp”.
|}
The following settings are available on the templates tab if '''Page Layout''' is set to '''Custom'''.
The page template allows you to modify the HTML of the signup and confirmation page and is generally not recommended. If you choose to customize the HTML of your signup page you won’t get the latest and greatest templates and you may be required to update your HTML if changes to templates or functionality occur in an upgrade.
===Signup Page Template===