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6 bytes added, 19:06, 1 September 2020
Roles and Categories
===Roles and Categories===
Once you have an organization setup that you will associate with a signup page, next you will need to setup '''Roles''' (for users) and '''Categories''' (for organizations).
Once you have an organization setup that you will associate with a signup page, next you will need to setup '''Roles''' (for are a way of grouping like users) together. We use roles to control what the user can see and '''Categories''' (for organizations)do in the system. When you create a user via a signup page, you need to give them one or more roles. Typically, you would give a user a role like "applicant" or a "reviewer".
Roles are a way of grouping like users together. We use roles to control what the user can see and do in the system. When Before you create a user via a your signup page, make sure you need to give them one or more have created the roles. Typically, you would intend to give a user a role like "applicant" or a "reviewer"to the new users.
Before you create your signup page, make sure you have created the roles you intend to give to the new users.
You can setup user roles by going to '''Menu''' icon > '''Global Settings''' > '''Users''' tab > '''Roles''' and click the '''New''' button.
'''Categories ''' are a way of grouping like organizations together and are also used to control what can be seen and done. When you create an organization via a signup page, you need to give them one or more categories. Typically, you would give an organization the category of "Grant Seeking Organization" or "External Reviewers".
Before you create your signup page, make sure you have created the desired categories for your organization.
You can setup organization categories by going to '''Menu''' icon > '''Global Settings''' > '''Organization''' tab > '''Categories''' and click the '''New''' button.
Smartstaff, administrator
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