|
|
| (3 intermediate revisions by one other user not shown) |
| Line 1: |
Line 1: |
| − | {| class="wikitable" | + | {{DeprecatedPage}} |
| − | |-
| |
| − | |[[Image:How.png|50px|link=]]
| |
| − | |This article will explain '''how''' you can implement this feature for use on your SmartSimple system.
| |
| − | |}
| |
| | | | |
| − | {{Disambiguation - Company vs Contact Signup Pages}}
| + | See [[Signup_Page]] |
| | | | |
| − | ==Configuration==
| + | [[Category:Deprecated]] |
| − | | |
| − | 1. Go to Global Settings - User - Signup Pages.
| |
| − | | |
| − | 2. Click the '''New Signup Page''' button.
| |
| − | | |
| − | 3. The Contact sign up settings page is displayed
| |
| − | | |
| − | [[Image:ContactSignUpSettings.png]]
| |
| − |
| |
| − | This page consists of the following sections:
| |
| − |
| |
| − | * '''Internal Entry''' – use this page when someone internally wishes to create a contact. Generally, this is not set.
| |
| − | * '''Internal Format''' - overrides default signup page format and uses internal formatting for custom fields, including having any [[Show/Hide Header|hidden header fields]] present on the page.
| |
| − | {{SecurityToken}}
| |
| − | * '''Use Captcha Validation''' - enables [[CAPTCHA]] validation on sign-up page.
| |
| − | * '''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]].
| |
| − | :* [[User Centric Interface|User Centric]] or Applicant Interface – Only provides access through the [[User Centric Interface]] and [[Applicant Tracking]] “career sites”.
| |
| − | :* '''No Access''' – Contact cannot log into the system.
| |
| − | :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.
| |
| − | * '''Email Check'''
| |
| − | :* '''Update profile for existing user''' - The system will check the contact email address and if it exists the contact profile will be updated.
| |
| − | :* '''Do not update profile for existing user''' - The system will not update profiles of existing users. When this option is selected then a a new Update Restriction Message section is exposed. If this Update Restriction Message is left blank the it should not block registration, only prevent updating the existing details in the system. If this Update Restriction Message is populated then it should block registration, with end user presented with a pop-up displaying the contents of the restriction message field.
| |
| − | :* '''Create new profile at all times''' - Has potential of creating duplicate records in system.
| |
| − | * '''Initiate User Session''' - If you have enabled the user to login with either the '''Administration or Portal Interface''' or '''User Centric Interface''' this determines whether or not they will be logged into the system when they have registered.
| |
| − | :*'''Note:''' The user will always be shown the confirmation page after registration. If you want them to enter their portal/user centric interface you should create a redirect from the confirmation page.
| |
| − | * '''Applicant Folder''' – adds the contact to an applicant folder in the [[Applicant Tracking]] Application Candidate.
| |
| − | * '''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.
| |
| − | * '''Attach Web Form''' – indicates the name of a [[SmartSimple]] [[Web Form|web form]] that the [[User|user]] completes after completing the sign up page.
| |
| − | * '''Description''' – describes the purpose of the sign up page.
| |
| − | *'''[[Attach a Workflow to Company/user Registration Page|Attach Workflow]]''' - enables a Workflow to be triggered off of a Company/User registration page
| |
| − | | |
| − | | |
| − | ==Contact Sign up – Page URLs==
| |
| − | | |
| − | There are two [[URL|URLs]] associated with each sign up page.
| |
| − | | |
| − | [[Image:SignUp1.png]]
| |
| − |
| |
| − | * '''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. Use this page when updating roles on a contact profile. e.g. unsubscribing from newsletters
| |
| − | * '''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. You cannot use this page to update roles, or unsubscribe.
| |
| − | | |
| − | | |
| − | ==Contact Sign up – Field Settings==
| |
| − | The Field Settings section of the sign-up page allows you to define the fields to display on the Signup page, as well as the order that they should appear.
| |
| − | | |
| − | The left hand side of the screen provides the fields that can be used.
| |
| − | | |
| − | [[Image:SignUp2.png|600px]]
| |
| − | | |
| − | | |
| − | The user can click on the drop-down to view the fields by category, based on whether they are standard fields, custom fields or role specific fields.
| |
| − | | |
| − | [[Image:SignUp3.png|600px]]
| |
| − | | |
| − | | |
| − | The user can drag the fields from the left hand side over to the right hand side. Fields listed on the right hand side appear on the Signup page in the order that they are listed.
| |
| − | | |
| − | [[Image:SignUp4.png|600px]]
| |
| − | | |
| − | | |
| − | The user can drag the fields up and down to change the order, and can bring their mopuse over the field and click on the small '''x''', to the right of the field name, if they wish to remove the field from the right hand side.
| |
| − | | |
| − | [[Image:SignUp5.png]]
| |
| − | | |
| − | | |
| − | | |
| − | ==Contact Sign up – Role Settings==
| |
| − | | |
| − | You associate the contact sign up page one or more contact [[Role|roles]].
| |
| − | | |
| − | [[Image:SignUpRole1.png|750px]]
| |
| − | | |
| − | The [[Role|roles]] displayed in this section will vary depending on the [[Role|roles]] that you have set in your [[Instance|instance]].
| |
| − | * '''Add User Roles:''' You select the roles that you wish to associate with users who sign-up to the system using the current page.
| |
| − | | |
| − | * '''Remove User Roles:''' You select the roles that you wish to remove from any existing users who sign-up to the system using the current page.
| |
| − | | |
| − | Contacts registering through this page will be either associated or disassociated with the selected [[Role|roles]].
| |
| − | | |
| − | | |
| − | | |
| − | ==Contact Sign up – Folder Settings==
| |
| − | | |
| − | [[Image:SignUp6.png]]
| |
| − |
| |
| − | * If you need the registered contact to store files within the system, then you can enable the '''Create Folder''' for [[User]] check box.
| |
| − | * 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]].
| |
| − | * The folder will be named in the format '''firstname_lastname''' where first name and last name are the contacts first and last name.
| |
| − | | |
| − | | |
| − | ==Contact Sign up – Page Templates==
| |
| − | | |
| − | 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.
| |
| − |
| |
| − | *''' Sign up page Template''': defines the HTML content for the sign up page. You can click Standard template to add the standard HMTL format or you can customise your own.
| |
| − | [[Image:SignUp7.png|700px]]
| |
| − | | |
| − | * '''Confirmation page template''' defines the HTML content for the confirmation page. You can click Standard template to add the standard HMTL format or you can customised your own.
| |
| − | | |
| − | | |
| − | ==Contact Sign up – New User Email Template==
| |
| − | | |
| − | [[Image:Sign_Up8.png|800px]]
| |
| − |
| |
| − | 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'''.
| |
| − | * '''From Address''' – the email address that the email should come from.
| |
| − | * '''Email Subject''' – subject for the welcome email to be sent to the [[User|user]].
| |
| − | * '''Email Body''' – the body for the welcome email to be sent to the [[User|user]]. There is a sample template that can be added to the Body by simply clicking on the link.
| |
| − | | |
| − | 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.
| |
| − | | |
| − | ==See Also==
| |
| − | * [[Creating a Contact Sign Up Page]]
| |
| − | * [[Company Sign-Up Page Settings]]
| |
| − | | |
| − | {| class="wikitable"
| |
| − | |-
| |
| − | |[[Image:Why.jpeg|50px|link=]]
| |
| − | |Click [http://wiki.smartsimple.com/wiki/Multiple_Sign-Up_Pages_per_Company_-_Why%3F here] to learn why this feature is a benefit to your organization.
| |
| − | |}
| |
| − | | |
| − | [[Category:System Management]][[Category:Sign-Up Features]][[Category:Contacts]][[Category:How]]
| |
This article is deprecated and the information contained within may no longer be correct.
