Smartstaff
2,356
edits
Changes
m
no edit summary
=Configuration - Essentials=
==Creating a signup pageSignup Page==
===Signup Page Name===
Give your signup page a name.
Before you create your signup page, make sure you have created the roles you intend to give to the new users.
You can setup user roles by going to '''Menu''' icon > '''Global Settings''' > '''Users''' tab > '''Roles''' and click the '''New''' button.
Note: when you create roles you can indicate if a role is only for internal or external users. This recommended if you have a role like "Applicant" that should only be giving to external users.
'''[[Client Categories|Categories]]''' are a way of grouping like organizations together and are also used to control what can be seen and done. When you create an organization via a signup page, you need to give the organization one or more categories. Typically, you would give an organization the category of "Grant Seeking Organization" or "External Reviewers".
: ''Main Article: [[Status]]''
Lastly, set up a [[Status|status]] for users and organizations. Statuses are like a place in time. For example, you might use a "Newly Registered" status for new registrants, and later once these users are vetted, you might switch them to an “Active” Status and later when you no longer engage with the user you might move them to an “Inactive” status.
Before you create your signup, pages create desired statuses.
You can set up a user status by going to '''Menu''' icon > '''Global Settings''' > '''User''' tab > '''Statuses''', and click the '''New''' button to create a user status.
==Creating a user signup pageUser Signup Page==
The user signup page creates people in your system. Users created via a signup page typically login and do something in your system, such as applying for or reviewing a grant application.
[[File:Signup-user.png|thumb|none|800px|Sample user signup page]]
===How to setup Set up a user signup pageUser Signup Page===
# Go to the '''Menu''' Icon > '''Global Settings''' > '''Users''' Tab > '''Signup Pages''' Link.
# Click the '''New Signup Page''' button in the action bar. It looks like a plus sign.
# Click '''Save'''.
==Creating an organization signup pageOrganization Signup Page==
The organization or company signup page creates organizations within your system.
===How to setup Set up an organization signup pageOrganization Signup Page===
# Go to the '''Menu''' Icon > '''Global Settings''' > '''Organizations''' tab and click on the '''Signup Pages''' Link.
# Click the '''New Signup Page''' button in the action bar. It is signified by a plus sign.
# Click '''Save'''.
==Creating a combined Combined User and Organization signup pageSignup Page==
Typically, you will want to create an organization and one or more users at the same time.
Note: depending on your jurisdiction, be mindful that if you enable multiple users, you are asking someone to enter personally identifying information, into your system on someone else’s behalf.
==Making changes Changes to fields Fields on your signup pageYour Signup Page==
Let’s say you want to make the '''Email''' field on your user signup page mandatory. Navigate to the '''User''' standard field for email: '''Menu''' Icon > '''Global Settings''' > '''Users''' Tab > '''Standard Fields''' link and edit the '''Email''' standard field by toggling on the '''Mandatory''' setting. Now when you go back to the signup page and preview it, you will see the email field is now set to mandatory and the relevant validation was automatically added.
<pre>https://@url@@activationlink@</pre>
=Configuration - Advanced=
==Creating Multiple language signup pagesLanguage Signup Pages==
Once you have created a signup page you can enter translations for each language you desire.
Note: when you switch languages, the signup page will reload and clear any data entered into the fields.
==Creating a routing pageRouting Page==
: ''Main Article: [[Login_Page|Login Page]]''
Routing pages are created to direct the user to the appropriate signup page in the desired language. Typically, the user clicks a button on the login page that takes them to an intermediary page where they can see the list of available signup pages. You can create a routing page by going to '''Menu''' Icon > '''Global Settings''' > '''Branding''' tab > '''Login Pages''' link > edit the desired login page > '''Routing Page''' tab.
[[File:Singup-routing.png|thumb|none|800px|The routing page takes users to the signup page that is right for them.]]
Use the URL lookup button and select the "Signup Page" option to populate the signup page link into the routing page. Note if you choose to paste a URL here instead use the relative path. Example:
<pre>/s_csignup.jsp?token=XVtQHUUGYVpQRhRRXxNRS1BWZEl2HnFsFA%3D%3D&ptoken=XVtQC1oGYVpQRhRRXxNRS1BWZEl2HnFsFQ%3D%3D</pre>
Also make sure you include the desired language ID. Example: '''&tid=14''' to display the Spanish translation.
==Creating an organization lookup style signup pageOrganization Lookup Signup Page==
Reduce the amount of duplicate organizations in your system by using an organization lookup signup page.
From the user perspective a new user goes to the desired signup page and then starts typing the name of their organization and they will see a list of organizations meeting that criteria. Once the user selects the desired organization, they enter their user information, and upon submission, the user is created under the chosen organization and the user would need to activate themselves as usual.
===How to setup Set up an organization lookup signup pageOrganization Lookup Signup Page===
# Setup a user signup page as per above.
# Setup an organization signup page as per above.
# Click '''Save'''.
==Using external verification services in your signup pageExternal Verification Services on Your Signup Page==
You can create a signup page that will confirm an organization’s charity status by selecting an organization based on a third-party database prior to registering that organization in your system.
|}
===How to setup Set up a signup page that uses Signup Page That Uses an external verification serviceExternal Verification Service===
Generally, you set up each verification service in a similar way. Below is how you setup a signup page using the IRS verification option. Before you begin, you need to setup a custom field to hold the '''Employer Identification Number''' (EIN) value. The EIN is a Federal Tax Identification Number, it is a unique nine-digit number assigned by the '''Internal Revenue Service''' (IRS) to business entities operating in the United States. Other verification services will have a different identification number.
You can attach an existing workflow to a signup page using the '''Attach Workflow''' setting. You can create '''Workflows''' under the '''Menu''' Icon > '''Workflows'''. Workflows on signup pages are typically used to to notify someone that a new user has registered and or some action needs to be taken such as an approval and/or to automatically run some tasks upon signup.
==How to set Set up an eligibility questionnaireEligibility Questionnaire==
If there are criteria that would render an applicant ineligible to gain access to your system, you may want to setup an eligibility questionnaire that a user must fill in before you let the user register. This is typically done with a Universal Tacking Application (UTA). In the UTA, ask any questions that would cause an applicant to be ineligible. Example: If you don't fund religious organizations or organizations in a specific area, ask applicants these question before you allow them to register. If the applicant meets your desired criteria, you send them on to the desired signup page. If they fail your criteria, you send them to a page letting them know they are ineligible. Using this method saves the user time by letting them know up front if they are not going to be given access and it saves you time by reducing the number of users created in your system.
==Other vetting processesVetting Processes==
Some organizations require users and organizations to be manually vetted or approved before the user gains access. This is typically done by using the User/Organization '''status''' in conjunction with workflows to notify the appropriate internal staff.
https://www.treasury.gov/about/organizational-structure/offices/Pages/Office-of-Foreign-Assets-Control.aspx
==How to deleteDelete/purge your informationPurge Your Information==
When users sign up to gain access to your system, they provide you with Personal Identifiable Information (PII). We suggest you provide your users with information of who they should contact in regards to purging or deleting any personal information held within your system.
CAPTCHA settings can be found at '''Menu''' icon > '''Global Settings''' > '''Security''' tab.
===CAPTCHA Alternatives===
By default systems use Google reCAPTCHA. For users in countries that are unable to communicate with Google servers due to government policy you may wish to enable the alternate CAPTCHA.
Do so by typing the country name into the input called '''Countries Using Alternate CAPTCHA Service'''
[[File:CAPTCHA-Alternatives.png|thumb|none|500px|Set <strong>Countries Using Alternate CAPTCHA Service</strong> to a list of relevant countries .]]
==Tip: Keep signup pages shortSignup Pages Short==
- Don’t ask every question you think you need upfront on the signup page. Once a user has registered and logged into the system, you can ask them more questions as part of your process.
|-
||Form Submission Behavior (Organization Signup)
||Only available on the organization signup page. Most people use the default '''Create new organization only if no existing match found'''
|-
||SmartCheck Validation