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Company Sign-Up Page Settings

2,168 bytes added, 12:43, 23 June 2016
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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.
 
==Company Sign Up – External Verification==
 
The Field Settings section of the sign-up page also allows users to select an [[OFAC, IRS, CRA and Other Checks|external verification service]], which can then be used confirm or deny an organization's status as a charity, non-profit, or educational institution, as well as their presence on watch lists.
 
[[Image:SignUp12.png]]
 
The available verification service options are as follows:
 
*'''None''': Option to select if there is no wish to use an external verification service. All Company field, including Name, can be entered as free text
 
*'''Ajax''': Option to select if users wishes to have an Ajax Organization name lookup, allowing for the quick selection of organizations from those already found in the system. User simply types in some text and is presented with matching options, which they click on to select.
 
[[Image:SignUp13.png]]
 
*'''IRS''': Option to select if users wishes to search IRS database before allowing the company to register. Additional options are exposed when configuring the sign-up page.
**''Lookup Filed ID'': The custom field that stores the EIN or Registration # for the organization. The corresponding field must be displayed on the Signup page and will be read-only when viewed. The value will be automatically populated once a successful search of the IRS database has been completed.
**''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the IRS database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the IRS database has been completed.
**''IRS Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the IRS search screen.
**''Exclude Foundations'': Allows users to specify certain Foundation Types that will not be returned by the IRS search, helping restrict which type of foundations that can register.
[[Image:SignUp14.png]]
 
 
*'''CRA''':
 
*'''UK''':
 
*'''ABN''':
 
==Company Sign up – Category Settings==
Smartstaff, administrator
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