Smartstaff, administrator
3,574
edits
Changes
→Roles and Categories
===Roles and Categories===
: ''Main Articles: [[User Role]] & [[Client Categories]]''
Once you have an organization set up that you will associate with a signup page, next you will need to set up '''Roles''' (for users) and '''Categories''' (for organizations). '''[[User Role|Roles]]''' are a way of grouping like users together. We use roles to control what the user can see and do in the system. When you create a user via a signup page, you need to give the user one or more roles. Typically, you would give a user a role like "Applicant" or "Reviewer". Before you create creating your signup page, make sure ensure that you have created the roles you intend will assign to give to the new newly created users.You can setup user roles by going to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Roles''' and click the '''NewRole''' button.<u>'''Note:'''</u> 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 For example, typically the "Applicant" that role 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". Before you create creating your signup page, make sure ensure that you have created the desired categories for your organizationyou will assign to newly created organizations. You can setup organization categories by going to '''Menu''' icon > '''Global Settings''' > '''Organization''' tab > '''Categories''' and click the '''New''' button.
===Statuses===