Changes

Signup Page

4 bytes removed, 19 August
m
How to Set up an Organization 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.
# Give the signup page a name.# Choose an '''Associated Organization''' via the lookup. New Organizations organizations will be created under this organization. Generally, you want to select an external organization.
# Optionally, enter a description. This will not be visible to applicants but is important for differentiating organization signup pages. You can include the purpose and usage of the page to make it easier to find and provide context.
# For '''Categories''' select the categories you want to assign to new organizations created.
# Change the signup page and confirmation page content if desired. For example you may want to add something like who the user should contact if they need assistance. Note if If a user signup page is attached to an organization signup page, the confirmation page content of the user signup page will be used and the organization confirmation page content will be ignored.
# Drag and drop the fields from the '''Available Fields''' list into the '''Selected Fields''' list. These fields will appear on the organization signup page. Fields in the Selected Fields List may be reordered using drag and drop. If you are adding the address fields, typically the country input should appear above the state/province drop down so that the list of states or provinces can be filtered based on the country.
# Click '''Save'''.
Smartstaff
2,357
edits