|
|
| Line 1: |
Line 1: |
| − | ==Sign Up Organisation==
| |
| | | | |
| − | Each [[Sign-Up Pages|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.
| |
| − |
| |
| − | 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.
| |
| − | * A Company signup page can be associated with a company category.
| |
| − | * A Contact signup page is always associated with one or more user [[Role|roles]].
| |
| − |
| |
| − | ==Creating the Sign-up Organisation==
| |
| − |
| |
| − | Next you will create an organisation and the characteristics for the sign up page.
| |
| − |
| |
| − | 1. Click the Organisation, [[External]] [[Menu|menu]].
| |
| − |
| |
| − | 2. Click the '''New Account''' tab.
| |
| − |
| |
| − | The Duplicate check page is displayed.
| |
| − |
| |
| − | 3. Set the '''name'''.
| |
| − |
| |
| − | [[Image:Sign.png]]
| |
| − |
| |
| − | 4. Click the '''Submit''' button.
| |
| − |
| |
| − | You do not need to set any of the other values.
| |
| − |
| |
| − | 5. Click the '''Save''' button.
| |
| − |
| |
| − | The company record is saved and the menu displayed.
| |
| − |
| |
| − | 6. Click the '''Settings''' [[Menu|menu]].
| |
| − |
| |
| − | [[Image:Sign2.png]]
| |
| − |
| |
| − | There are two [[Menu|menu]] options associated with Signup feature:
| |
| − | * '''Contact Signup''' – No this indicates that no contact signup page exists.
| |
| − | * '''Account Signup''' – No this indicates that no company signup page exists.
| |
