Changes

Signup Page

67 bytes added, 19:43, 8 May 2019
Creating a user signup page
==Creating a user signup page==
The user signup page creates people in the system. Users created via a signup page typically login and do something in the system, such as applying for a grant or reviewing a grant application.
 
[[File:Signup-user.png|thumb|none|500px|Sample user signup page]]
Before you create a signup page, you will need to create an '''Associated Organization'''. An '''Associated Organization''' can be seen in the organization hierarchy and acts as a holding organization. Any new users or organizations created will appear under the Associated Organization in the hierarchy. Typically, you will create an organization in the '''External Hierarchy''' and name it something like '''Web Registrants''', '''US Organizations''', '''International Organizations''', '''Non-profits''', etc. Once you have an associated organization setup, you will need a role to assign to new users. '''Roles''' are a way of grouping like users together and we use roles to control what the user can see and do in the system. Lastly, you may want to setup a status for users. '''Statuses''' are like a place in time; for example, you might use a “New Registrant” status for new registrants, and later once they have been vetted or approved, you switch them to an “Active” Status.
Smartstaff, administrator
3,584
edits