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| − | ==Contact Sign Up Page Settings==
| + | {{DeprecatedPage}} |
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| − | A contact sign up page is very similar to a company sign up page with the following differences.
| + | See [[Signup_Page]] |
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| − | [[Image:Sign17.png]]
| + | [[Category:Deprecated]] |
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| − | 1. Click the '''Sign Up Organisation''' link.
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| − | 2. Click the '''Settings''' [[Menu|menu]].
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| − | [[Image:Sign18.png]]
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| − | The [[Menu|menu]] now indicates that a company sign up exists.
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| − | 3. Click the '''Contact Signup – No''' [[Menu|menu]].
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| − | The Contact sign up page for this organisation is displayed.
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| − | [[Image:Sign19.png]]
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| − | This page consists of eight sections:
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| − | ==Contact Sign up – General Settings==
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| − | * '''Internal Entry''' – use this page when someone internally wishes to create a contact. Generally, this is not set.
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| − | * '''Activate Page''' – controls if the sign up page is active.
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| − | * '''Email Check''' – generally, a contact profile is updated if it is used more than once. The system will check the contact email address and if it exists the contact profile will be updated.
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| − | * '''Enable Login''' – defines if the contact will be able to log into the system after registration. There are three options available:
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| − | * [[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]].
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| − | * [[User Centric Interface|User Centric]] or Applicant Interface – Only provides access through the [[User Centric Interface]] and [[Applicant Tracking]] “career sites”.
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| − | * '''No Access''' – Contact cannot log into the system.
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| − | If you specify [[User Centric Interface|User Centric]] Or Applicant Interface AND enable login you will need to specific the [[URL]] of the login page to be used by the contact. They will not be able to log in though the standard entry point.
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| − | * '''Applicant Folder''' – adds the contact to an applicant folder in the [[Applicant Tracking]] Application Candidate.
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| − | * '''Default Country''' – controls the default country displayed in the country combo box. It also controls if States (United States) or Provinces (Canada) should be displayed first in the State/Province combo box.
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| − | * '''Attach Web Form''' – indicates the name of a [[SmartSimple]] [[Web Form|web form]] that the [[User|user]] completes after completing the sign up page.
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| − | * '''Description''' – describes the purpose of the sign up page.
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| − | ==Contact Sign up – Page URLs==
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| − | There are two [[URL|URLs]] associated with each sign up page.
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| − | [[Image:Sign20.png]]
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| − | * '''Standard URL''' – the address of the sign up page. You use this link to access the page directly or embed the link within your web site.
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| − | * '''Email Broadcast URL''' –used in conjunction with the Email Broadcast [[Application|application]] to display a contact details, and allow the contact to update their profile – without logging into the system.
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| − | ==Contact Sign up – Field Settings==
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| − | You select the mandatory and optional fields that you wish to use from the standard contact profile.
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| − | [[Image:Sign21.png]]
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| − | The '''Order''' of the standard fields and their captions is controlled by the '''Field Order''' settings. These settings can also be used to change the captions of standard fields.
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| − | ==Contact Sign up – Role Settings==
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| − | You associate the contact sign up page one or more contact [[Role|roles]].
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| − | [[Image:Sign22.png]]
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| − | The [[Role|roles]] displayed in this section will vary depending on the [[Role|roles]] that you have set in your [[Instance|instance]].
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| − | * You select the roles that you wish to associate with this page.
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| − | * Contacts registering through this page will be associated with the selected [[Role|roles]].
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| − | * [[Custom Field|Custom fields]] associated with the categories will automatically be displayed on the company sign up page.
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| − | If you don’t wish to show certain role fields on the signup page, then set the field permissions to restrict visibility to one or more [[Internal|internal]] roles.
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| − | ==Roles Effect on Contact==
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| − | The [[Role|roles]] selected can change the sign up contact profile in one of three ways.
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| − | [[Image:Sign23.png]]
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| − | * The selected roles associated with the Sign up page are added to the contact profile.
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| − | * The contact can lose all existing categories and just have the current roles applied.
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| − | * The company can have the specific roles associated with the sign up page removed from their profile. These roles are specified in the section below the '''Effect''' options.
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| − | ==Contact Sign up – Folder Settings==
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| − | [[Image:Sign24.png]]
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| − | * If you need the registered contact to store files within the system, then you can enable the '''Create Folder''' for [[User]] check box.
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| − | * This feature requires the [[Smart Folder|SmartFolders]] application to be enabled. You specify the [[Smart Folder]] directory where the [[User|user]] directories will be created and the [[Internal|internal]] role that will share access to the folder along with the [[User|user]].
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| − | * The folder will be named in the format '''firstname_lastname''' where first name and last name are the contacts first and last name.
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| − | ==Contact Sign up – Page Templates==
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| − | There are two HTML [[Template|templates]] associated with the sign up page. You will need HTML skills to format these pages if you do not use the standard templates.
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| − | * Sign up page HTML template defines the HTML content for the sign up page. You will need HTML skills to manage this page if you do not use the standard [[Template|template]].
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| − | * Confirmation page HTML template defines the HTML content for the confirmation page.
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| − | * Click Standard template to add the standard HMTL format.
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| − | ==Contact Sign up – New User Email Template==
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| − | [[Image:Sign25.png]]
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| − | If the sign up page is being used to provide the [[User|user]] with access to the system, then you will need to set the '''New User Email Template'''.
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| − | * '''From Address''' – the email address that the email should come from.
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| − | * '''Email Subject''' – subject for the welcome email to be sent to the [[User|user]].
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| − | * '''Email Body''' – the body for the welcome email to be sent to the [[User|user]].
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| − | Care should be taken to ensure that these instructions are meaningful and that the [[URL]] is the correct [[URL]] based on the user’s access level.
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| − | [[Category:System Management]][[Category:Sign-Up Features]]
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This article is deprecated and the information contained within may no longer be correct.
