Smartstaff, administrator
3,574
edits
Changes
→The Associated Organization
Before you create a signup page, you will need to decide where the users and organizations you are creating will reside in your organization hierarchy. In other words, when you create a new user or organization via a signup page, where will they be created in your system? Typically, you would create an organization in the external organization hierarchy and call it something like "Web Registrants". Later you would associate that organization with your signup page. Then all new users and organizations created by this specific signup page will be created under that organization.
If you are creating an organization to act structurally like a holding folder rather than a true organization, then you need to flag the "Web Registrants" pseudo-organization as such, by going . To do this go to '''Menu Icon''' > '''Organizations''' > Edit an Organization > '''Actions''' > '''Edit Categories and Access''' > Toggle on '''Container'''.
If you flag an organization as a container, any hierarchy access granted in the security matrix will not be applied for container organizations.