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<u>====User Roles===='''Note:[[User Role|Roles]]'''</u> 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 roles, you can indicate if a role is only for internal or external users. For example, typically the "Applicant" role should only be given to external users. 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 creating your signup page, ensure that you have created the roles you will assign to newly created users. You can setup user roles by going to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Roles''' and click the '''New Role''' button. ====Client Categories===='''[[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 creating your signup page, ensure that you have already created the categories you will assign to newly created organizations. You can set up organization categories by going to '''Menu''' Icon > '''Global Settings''' > '''Organization''' tab > '''Categories''' and click the '''New''' button.
→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 creating your signup page, ensure that you have created the roles you will assign to newly created users.You can setup user roles by going to '''Menu Icon''' > '''Global Settings''' > '''Users''' tab > '''Roles''' and click the '''New Role''' button.
===Statuses===