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{{DeprecatedPage}}
See [[Signup_Page]]
{{Disambiguation - Company vs Contact Signup Pages}}
==Sign Up Page Settings==
1. Go to Global Settings - Orgainzations - Signup Pages.
[[Image:Sign3.pngShow/Hide Header|hidden header fields]]present on the page. This page consists of the following sections:{{SecurityToken}}
* '''Use Captcha Validation''' - enables [[CAPTCHA]] validation on sign-up page.
* '''Enable Address validation''' - Address, City, State/Province and Postal Code fields must be enabled.
* '''Activate Page''' – controls if the sign up page is active.
* '''Business Unit/Organization''' – assign the signup page to a company. When this setting is not set, the page will present an error.
* '''Duplicate Check Field''' - Selected field(s) will be used for [[Duplicate Check]]. Any combination of standard and/or custom fields can be selected. An exact match of all the selected fields will flag the record as duplicate.
* '''Match based on Local Hierarchy''' - [[Duplicate Check]] performed on new organization record only checks against organization records under new organization’s parent branch in the [[Hierarchy|organizational hierarchy]].
* '''Enable Address validationUpdate Behaviour'''** '''Update profile for existing company''' - AddressThe system will check for matching duplicate fields on other existing companies, Cityand if a match is found, the company profile will be updated.** '''Do not update profile for existing company''' - The system will not update profiles of existing companies. When this option is selected then a a new '''Update Restriction Message''' section is exposed. If this Update Restriction Message is left blank the it should not block registration, only prevent updating the existing details in the system. If this Update Restriction Message is populated then it should block registration, with end user presented with a pop-up displaying the contents of the restriction message field.** '''Create new profile at all times''' - Has potential of creating duplicate records in system.* '''Field Language Caption''' – indicates the field language caption to be used for this sign up page.* '''Default Country''' – controls the default country displayed in the country combo box. It also controls if States (United States) or Provinces (Canada) should be displayed first in the State/Province and Postal Code fields must be enabledcombo box.
* '''Attach Contact Signup Page''' - associates a [[Contact Sign Up Page Settings|contact sign-up page]] with this company sign-up page, creating a [[Custom Combined Sign-Up Page|hybrid sign-up page]].
* '''Enable Same Address Button''' – if a contact signup page is linked to your company sign up page, this enables a button on the form allowing the user registering to copy the address details from the company into the user profile address fields (if exposed on the form). Selecting this option will also enable the option to custom label the button using desired text.
* '''Description''' – describes the purpose of the sign up page.
*'''[[Attach a Workflow to Company/user Registration Page|Attach Workflow]]''' - enables a Workflow to be triggered off of a Company/User registration page
==Company Sign Up – Page URLs==
There are two [[URL|URLs]] associated with each sign up page.
[[Image:SignUp1.png]]
* '''Standard URL''' – the address of the sign up page. You use this link to access the page directly or embed the link within your web site.
* '''Email Broadcast URL''' – used in conjunction with the Email Broadcast [[Application|application]] to display a company’s detail, and allow the recipient to update the company profile – without logging into the system.
==Company Sign Up – Fields Settings==
The Field Settings section of the sign-up page allows you to define the fields to display on the Signup page, as well as the order that they should appear.
The left hand side of the screen provides the fields that can be used.
[[Image:SignUp9.png]]
The user can click on the drop-down to view the fields by category, based on whether they are standard fields, custom fields or category specific fields.
[[Image:SignUp10.png]]
The user can drag the fields from the left hand side over to the right hand side. Fields listed on the right hand side appear on the Signup page in the order that they are listed.
==Company Sign Up – External Verification==
The Field Settings section of the sign-up page also allows users to select an [[OFAC, IRS, CRA and Other Checks|external verification service]], which can then be used confirm or deny an organization's status as a charity, non-profit, or educational institution, as well as their presence on watch lists. Limit Searchable Fields to ID only option shows up only when the External Verification Service is set to IRS, CRA, UK or ABN. When this option is enabled only the ID field is available for search on the External Verification Search page.
[[Image:SignUp12.png]]
The available verification service options are as follows:
*'''None''': Option to select if there is no wish to use an external verification service. All Company field, including Name, can be entered as free text.
* '''Ajax''': Option to select if users wishes to have an Ajax Organization name lookup, allowing for the quick selection of organizations from those already found in the system. Additional options are exposed when configuring the sign-up page.** ''Lookup Category'': Allows selection of the [[ImageClient Categories|categories]] of organizations in the system that should be returned by the Ajax search. Will return all organizations regardless of category if left blank.** ''Lookup Status'':SignUp13.pngAllows selection of the [[Status|450pxstatuses]]of organizations in the system that should be returned by the Ajax search. Will return all organizations regardless of status if left blank.
When the Sign-up page is generated then the user simply types in some text and is presented with matching options, which they click on to select.
* '''IRS''': Option to select if users wishes to search IRS database before allowing the company to register. Additional options are exposed when configuring the sign-up page.
** ''IRS Field'': Allows users to map values from the fields returned by the IRS database search to fields within the system itself. This includes specifying the field that stores the EIN or Registration # for the organization, which will be automatically populated once a successful search of the IRS database has been completed. The corresponding fields must be displayed on the Signup page and will be read-only when viewed. Use the '+' symbol to add additional rows of data to be mapped, then select the IRS field the data is to be extracted from using the drop-down field, and finally enter the reference to the custom field (with prefix of cf_) in the Custom Field column.
** ''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the IRS database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the IRS database has been completed.
** ''IRS Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the IRS search screen.
** ''Exclude Foundations'': Allows users to specify certain Foundation Types that will not be returned by the IRS search, helping restrict which type of foundations can register.
** ''Exclude Subsection(s)'': Allows users to specify certain Foundation Type subsections that will not be returned by the IRS search, helping restrict the types that can register.
[[Image:SignUp_IRS.png|550px|border]]
When the Sign-up page is generated then the user is presented with a '''Search IRS Database''' button which, when clicked, exposes the Organization Search screen. If instructions are defined then they will appear here.
[[Image:SignUp15.png|450px550px]]
** '''CRA''': Option to select if users wishes to search CRA database before allowing the company to register. Additional options are exposed when configuring the sign-up page.
*** ''Lookup Field ID'': The custom field that stores the Registration # for the organization. The corresponding field must be displayed on the Signup page and will be read-only when viewed. The value will be automatically populated once a successful search of the CRA database has been completed.
*** ''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the CRA database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the CRA database has been completed.
*** ''CRA Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the CRA search screen.
When the Sign-up page is generated then the user is presented with a '''Search CRA Database''' button which, when clicked, exposes the Organization Search screen. If instructions are defined then they will appear here.
[[Image:SignUp17.png|450px550px]]
** '''UK''': Option to select if users wishes to search UK Charity Commission database before allowing the company to register. Additional options are exposed when configuring the sign-up page.
*** ''Lookup Field ID'': The custom field that stores the Registration # for the organization. The corresponding field must be displayed on the Signup page and will be read-only when viewed. The value will be automatically populated once a successful search of the UK Charity Commission database has been completed.
*** ''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the UK Charity Commission database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the CRA database has been completed.
*** ''UK Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the UK Charity Commission database search screen.
When the Sign-up page is generated then the user is presented with a '''Search UK Database''' button which, when clicked, exposes the Organization Search screen. If instructions are defined then they will appear here.
[[Image:SignUp18.png|450px550px]]
** '''ABN''': Option to select if users wishes to search Australian Business Register database before allowing the company to register. Additional options are exposed when configuring the sign-up page.
*** ''Lookup Field ID'': The custom field that stores the Registration # for the organization. The corresponding field must be displayed on the Signup page and will be read-only when viewed. The value will be automatically populated once a successful search of the Australian Business Register database has been completed.
*** ''Exclude populate fields'': If unchecked then the Organization Name and address field will be read-only and automatically populated once a successful search of the UK Charity Commission database has been completed. If checked then the selected field will be editable on the sign-up page and will not be automatically populated once a successful search of the Australian Business Register database has been completed.
*** ''ABN Instructions'': Click on the 'Sample Instructions' link to populate the field with sample instructions. These are what appear on the Australian Business Register database search screen.
When the Sign-up page is generated then the user is presented with a '''Search ABN Database''' button which, when clicked, exposes the Organization Search screen. If instructions are defined then they will appear here.
==Company Sign up – Category Settings==
You associate the company sign up page to one or more company categories.
[[Image:SignUp11.png]]
The categories can be selected using the Lookup, with the options avaiablle depending on the categories that you have set in your instance.
The available actions are as follows:
*'''Add this category to profile''': You select the categories that you wish to add against companies who sign-up to the system using the current page. *'''Change profile to this category to profile''': You select the categories that you wish to update the company who sign-up to the system using the current page. *'''Remove from this category''': You select the categories that you wish to remove from companies who sign-up to the system using the current page.
==Company Sign Up – Page Templates==
There are two HTML [[Template|templates]] associated with the sign up page. You will need HTML skills to format these pages if you do not use the standard templates.
* ''' Sign up page Template''': defines the HTML content for the sign up page. You can click Standard template to add the standard HMTL format or you can customise your own. There are differences in the Standard Template used for a standalone Company sign-up page compared to one which has a contact sign-up page attached. The system enforces the correct template on save, displaying alerts if the wrong template is not used.
[[Image:SignUp23.png]]
* '''Confirmation page template''' defines the HTML content for the confirmation page. You can click Standard template to add the standard HMTL format or you can customise your own.
==Company Sign Up – Classic Options==
* '''Internal Entry''' – use this page when someone internally wishes to create a company. Generally this is not set.
* '''Internal Format''' - overrides default signup page format and uses internal formatting for custom fields, including having any
* '''Attach Web Form''' – indicates the name of a SmartSimple [[Web Form|web form]] that the [[User|user]] completes after completing the sign up page.
==Previewing the Sign up Page==
Before you activate the sign up page, you should preview and ensure that the fields and formatting are suitable.
1. Click the '''Preview''' button.
The sign up page is displayed in a separate [[Browser|browser]] window.
2. Close the '''Preview''' window.
==Testing a Company Sign up Page==
You can test the sign up page by copying the sign up page standard [[URL]] into a new [[Browser|browser]] window and completing the form.
If you forget to activate the page and attempt to display it, you will get the following message:
[[Image:SignUp20.png|border]]
1. Select the address in the sign up page [[URL]] text box and press '''Control + C''' or choose the '''Edit Copy''' [[Menu|menu]].
3. Launch a copy of your [[Browser]].
4. Select the '''Address''' line in the [[Browser]].
5. Press '''Control + V''' or choose the '''Edit Paste''' [[Menu|menu]].
6. Press the '''Enter''' key. The company sign up page is displayed.
[[Category:System Management]][[Category:Sign-Up Features]][[Category:OrganizationsDeprecated]]
