Difference between revisions of "Sign-Up Pages"

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* '''Company sign up''' - create a new company at the associated level in the [[Organisation Hierarchy|organisation hierarchy]].  
 
* '''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.  
 
* '''Company sign up page linked to a Contact sign up page''' - creates the company and then the contact.  
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* '''Custom combined page''' - creates the company and contact off the same page.
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* '''Custom Combined Sign-Up Page''' - creates the company and contact off the same page.
  
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You use the feature as outlined below:
 
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1. Create a standard '''Company Signup''' page within [[SmartSimple]].  Remember to set (as required):
 
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* The '''mandatory''' and '''optional''' standard fields.
 
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* The company '''categories'''.
 
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* Insert the '''sample sign-up''' and '''confirmation''' template - required to save the page.
 
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* Click the '''Activate Page''' option button.
 
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* Set the '''Name Check''' field as appropriate (update profile or create new profile).
 
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* Click the '''Save''' button.
 
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* Make note of the token reference in the standard [[URL]].
 
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2. Create a standard '''Contact Signup''' page within [[SmartSimple]].  Remember to set (as required):
 
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* The '''mandatory''' and '''optional''' standard fields.
 
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* The contact [[Role|roles]].
 
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* Insert the '''sample sign-up''' and '''confirmation''' template - required to save the page.
 
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* Click the '''Activate Page''' option button.
 
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* Set the '''Email Check''' field as appropriate (update profile or create new profile).
 
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* Set the '''Enable Login''' - if required.
 
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* Click the '''Save''' button.
 
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Make note of the token reference in the standard [[URL]].
 
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3. Edit the attached '''signup''' page and modify the token references to the two tokens noted in steps 1 and 2. 
 
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[[Image:Signup.png]]
 
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4. '''Save''' the page.
 
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5. Create a web enabled [[Smart Folder]] and store the modified page in the folder.
 
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6. Select the [[URL]] for this file through the '''File Options'''.
 
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7. Use this [[URL]] as the link in the website.
 
  
 
[[Category:System Management]]
 
[[Category:System Management]]

Revision as of 16:30, 27 September 2007

There are a number of signup options:

  • Contact sign up - create a new person at the associated level in the organisation hierarchy.
  • Company sign up - create a new company at the associated level in the organisation hierarchy.
  • Company sign up page linked to a Contact sign up page - creates the company and then the contact.
  • Custom Combined Sign-Up Page - creates the company and contact off the same page.
Retrieved from ‘https://wiki.smartsimple.com/index.php?title=Sign-Up_Pages&oldid=1007’