Smartstaff, administrator
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edits
Changes
→Company Sign Up – External Verification
*'''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. User 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.
[[Image:SignUp13.png|600px]]
*'''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.
[[Image:SignUp14.png|750px]]
**''Lookup Field ID'': The custom field that stores the EIN or 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 IRS 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 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.
**''Exclude Foundations'': Allows users to specify certain Foundation Types that will not be returned by the IRS search, helping restrict which type of foundations that can register.
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:SignUp14SignUp15.png|750px]]
*'''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.