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A Signup page (also known as a registration page) enables users and organizations to independently register and gain access to your SmartSimple instancesystem. It is common to have multiple signup pages depending on the types of people and organizations you want to register . In this article you will learn about the different types of signup pages, how to configure them and the languages your community speaksrelated functionality. Global Administrator access is required to create and modify signup pages.

 ==Creating a signup page== ===The Associated Organization=== Before you create a signup page, you will need to decide where the users and organizations you are creating will reside in your organization hierarchy. In other words, when you create a new user or organization via a signup page, where will they be created in your system? Typically, you would create an organization in the external organization hierarchy and call it something like Web Registrants. Later you would associate that organization with your signup page. Then all new users and organizations created by this specific signup page will be created under that organization. You can setup an organization by going to '''Menu''' icon > '''Organization Hierarchy''' > click on the second tab which is the external hierarchy, and click the '''New''' button to create a new organization in the external organization hierarchy. ===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). '''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 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". Before you create your signup page, make sure you have created the roles you intend to give to the new users. You must 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 AdministratorSettings''' > '''Organization''' tab > '''Categories''' and click the ''' New''' button. ===Statuses===Lastly, you may want to setup or modify a status for users and organizations. Statuses are like a place in time; for example, you might use a “Newly Registered” status for new registrants, and later once they have been vetted, you might switch them to an “Active” Status and later when you no longer engage with the user you might move them to an “Inactive” status. Before you create your signup , pagescreate desired statuses. You can setup a user status by going to '''Menu''' icon > '''Global Settings''' > '''User''' tab > '''Statuses''', and click the '''New''' button to create a user Status.

[[File:Signup-user.png|thumb|none|500px800px|Sample user signup page]] Before you create a signup page, you will need to create an '''Associated Organization'''. An '''Associated Organization''' can be seen in the organization hierarchy and acts as a holding organization. Any new users or organizations created will appear under the Associated Organization in the hierarchy. Typically, you will create an organization in the '''External Hierarchy''' and name it something like '''Web Registrants''', '''US Organizations''', '''International Organizations''', '''Non-profits''', etc. Once you have an associated organization setup, you will need a role to assign to new users. '''Roles''' are a way of grouping like users together and we use roles to control what the user can see and do in the system. Lastly, you may want to setup a status for users. '''Statuses''' are like a place in time; for example, you might use a “New Registrant” status for new registrants, and later once they have been vetted or approved, you switch them to an “Active” Status. When you create a user signup page, make sure you enter a description. You will likely have multiple signup pages attached to the same associated organization, and the description input will be the only way you can tell them apart on the organization signup configuration page.

# Go to the '''Menu Icon''' Icon > '''Global Settings''' > '''Users''' Tab and click on the > '''Signup Pages''' Link.

# You may want to consider disabling Enter a description. This is not seen by your applicants but it is important as it is the '''CAPTCHA'''; see below for more detailsonly way you can tell user signup pages apart when you are picking one from the organization signup configuration page.

# You may wish to set the '''Default status'''. For example, if you have a manual vetting process you could start all users in a '''New Registrant''' status and then move them to a '''Vetted''' status once your internal process is complete.# Add/remove any desired roles desired. '''Roles''' group like users together and control what they can see and do in the system.# Change the content on Modify the signup page content and confirmation page with a custom messagecontent as desired. Typically, in the instructions you will might want to add something like '''Fields marked with a red asterisk are required.''' And then append that with phone number or email of who to contact for assistanceif the user is having trouble registering. On the confirmation page content you may might want to add something to the affect of like '''Your username check your email and password have been emailed to you''' or '''check spam folder in your email for instructions on how to gain access to the system'''.# Drag and drop the fields from the '''Available Fields''' list into the '''Selected Fields''' list. You can also Once fields are in the '''Selected Fields''' list you drag and drop fields to reorder fields. Lastly them or hover over a field to remove it via and click the small grey grey '''x''' buttonto remove the field from the list.

The organization or company signup page creates organizations within your system. Before you create an organization signup page, you need to create a '''category''' that you will use to group like organizations together and control what the organization and its users will be able to see and do. Likewise, you will also need an '''Associated Organization''' as new organizations will be created under the associated organization in the hierarchy.

# Go to the '''Menu Icon''' Icon > '''Global Settings''' > '''Organizations''' tab and click on the '''Signup Pages''' Link.

# You may want to consider disabling Choose the organization '''CAPTCHACategories'''; see below for more details.# You may want to consider using statuses for your organizations: for example, '''New Organization''' status for newly registered organizations if you want to vet them internally.# Choose the organization categories you want to add or remove. '''Categories''' are used to group like organizations together as well as control what the organizations and users can see and do.# Change the content on the signup page and confirmation page with a custom message. Typically, you will want to add something like '''Fields marked with a red asterisk are required.''' Then, append who the user should contact should they need assistance.# Drag and drop the fields from the '''Available Fields''' list into the '''Selected Fields''' list. You can also drag and drop to reorder fields. Lastly, hover over a field to remove it via the small grey '''x''' button.

Typically, you will want to create an organization and one or more users and an organization at the same time. This is easily done with a setting called '''User Signup'''. You have two options with this setting. Create single user or create multiple users. Note when you choose a user signup page, it will show up inside the organization signup page in its own section that appears under the organization details section. Also when a user signup page is attached, the user signup confirmation page is used, so you will need to navigate to the user signup page if you want to make changes to the confirmation page that will be displayed upon submission. You will add each signup page and choose the minimum and maximum number of users. If you set a minimum the user will be required to enter that number of users into the form.

[[File:Signup-org-single-user.png|thumb|none|500px800px|A signup page that creates a single organization and single user at the same time.]]

[[File:Signup-org-multi-You can create a user.png|thumb|none|500px|A signup page that creates a single and organization and multiple users at the same time. In this example the Lead Applicant is set to a minimum of 1 so they are required. The co-applicant is set to a minimum of 0 and maximum of 3 so up to 3 co-applicants can register at the same time.]]by:

===How to setup # Create a combined User and Organization user signup page===.# Create a user an organization signup page.# Edit the organization signup page as per , and for the abovesetting called '''User Signup''' pick either '''Single User''' or '''Multiple Users'''. Make sure # If you enter something meaningful in the picked “Single User” you will see a '''descriptionUser Signup Page'''setting. Click the drop down and select the desired user signup page.# Click save. Note when you choose a user signup page, as it will show up inside the organization signup page in its own section that appears under the organization details section. Also note, when a user signup page is attached, the user signup confirmation page is used , so you will need to navigate to differentiate the user signup pages on page if you want to make changes to the organization signup pagesconfirmation page that will be displayed upon submission.# Create an organization [[File:Signup-org-multi-user.png|thumb|none|800px|A signup page as per abovethat creates a single organization and multiple users at the same time. In this example the Lead Applicant is set to a minimum of 1 so they are required. The co-applicant is set to a minimum of 0 and maximum of 3 so none or up to 3 co-applicants can register at the same time.]] # On If for the setting '''User Signup''' select either , you chose '''Single UserMultiple Users''' you will be able to create an organization and more than one user or more than one set of users. In this scenario you will see a setting called '''Multiple UsersUser Signup'''.# Select Click the '''Add Signup Page''' button to add multiple user signup page or pages. In the case You can specify a minimum and maximum number of multiple users you have other choices want to create per attached signup page as wellas specify section and user titles.# Toggle Note depending on '''Enable Same Address Button'''; this will save your jurisdiction be mindful that if you enable multiple users time, as they can click a single button you are asking someone to copy the address from their organization enter personally identifying information, into their profile for scenarios where the user has the same address as the organization they belong to.# Click '''Save'''your system on someone else’s behalf.