|
|
| (16 intermediate revisions by 5 users not shown) |
| Line 1: |
Line 1: |
| − | There are a number of signup options:
| + | #Redirect [[Overview of the Sign Up Features]] |
| | | | |
| − | * '''Contact sign up''' - create a new person at the associated level in the [[Organisation Hierarchy|organisation hierarchy]].
| + | {{DeprecatedPage}} |
| − | * '''Company sign up''' - create a new company at the associated level in the [[Organisation Hierarchy|organisation hierarchy]].
| |
| − | * '''Company sign up page linked to a Contact sign up page''' - creates the company and then the contact.
| |
| − | * '''Custom combined page''' - creates the company and contact off the same page.
| |
| − | | |
| − | You use the feature as outlined below:
| |
| − |
| |
| − | 1. Create a standard '''Company Signup''' page within [[SmartSimple]]. Remember to set (as required):
| |
| − | | |
| − | * The '''mandatory''' and '''optional''' standard fields.
| |
| − | * The company '''categories'''.
| |
| − | * Insert the '''sample sign-up''' and '''confirmation''' template - required to save the page.
| |
| − | * Click the '''Activate Page''' option button.
| |
| − | * Set the '''Name Check''' field as appropriate (update profile or create new profile).
| |
| − | * Click the '''Save''' button.
| |
| − | * Make note of the token reference in the standard [[URL]].
| |
| − | | |
| − | 2. Create a standard '''Contact Signup''' page within [[SmartSimple]]. Remember to set (as required):
| |
| − | | |
| − | * The '''mandatory''' and '''optional''' standard fields.
| |
| − | * The contact [[Role|roles]].
| |
| − | * Insert the '''sample sign-up''' and '''confirmation''' template - required to save the page.
| |
| − | * Click the '''Activate Page''' option button.
| |
| − | * Set the '''Email Check''' field as appropriate (update profile or create new profile).
| |
| − | * Set the '''Enable Login''' - if required.
| |
| − | * Click the '''Save''' button.
| |
| − | | |
| − | Make note of the token reference in the standard [[URL]].
| |
| − | | |
| − | 3. Edit the attached '''signup''' page and modify the token references to the two tokens noted in steps 1 and 2.
| |
| − |
| |
| − | [[Image:Signup.png]]
| |
| − | | |
| − | 4. '''Save''' the page.
| |
| − | | |
| − | 5. Create a web enabled [[Smart Folder]] and store the modified page in the folder.
| |
| − | | |
| − | 6. Select the [[URL]] for this file through the '''File Options'''.
| |
| − | | |
| − | 7. Use this [[URL]] as the link in the website.
| |
| − | | |
| − | [[Category:System Management]]
| |
This article is deprecated and the information contained within may no longer be correct.
