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→How to make changes to fields on your signup page
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.
Before you create your signup, pages create desired statuses.
You can setup set up a user status by going to '''Menu''' icon > '''Global Settings''' > '''User''' tab > '''Statuses''', and click the '''New''' button to create a user Status.
==Creating a user signup page==
The user signup page creates people in the your system. Users created via a signup page typically login and do something in the your system, such as applying for a grant or reviewing a grant application.
[[File:Signup-user.png|thumb|none|800px|Sample user signup page]]
# If you want the user to be able to login, change the '''Access Type''' to '''User Access'''.
# Add desired roles
# Modify the signup page content and confirmation page content as desired. Typically in the instructions you might want to add a phone number or email of who to contact if the user is having trouble registering. On the confirmation page content you might want to add something like '''check your email and 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. Once fields are in the '''Selected Fields''' list you drag and drop fields to reorder them or hover over a field and click the grey grey '''x''' button to remove the field from the list.
# Click '''Save'''.
==Creating a an organization signup page==
The organization or company signup page creates organizations within your system.
# Edit the organization signup page, and for the setting called '''User Signup''' pick either '''Single User''' or '''Multiple Users'''.
# If you picked “Single User” you will see a '''User Signup Page''' setting. Click the drop down and select the desired user signup page.
# Optionally toggle on '''Enable Same Address Button''' which will allow the user to populate their address using the address of the company so the user does not need to enter their address twice.# Click '''save'''.
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 note, 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.
==How to make changes to fields on your signup page==
Let’s say you want to make the '''email''' field on your user signup page mandatory. Navigate to the User standard field for email: '''Menu Icon''' Icon > '''Global Settings''' > '''Users''' Tab > '''Standard Fields''' link and edit the '''Email''' standard field by toggling on the '''Mandatory''' setting. Now when you go back to the signup page and preview it, you will see the email field we modified has been is now set to mandatory and the relevant validation was automatically added.
Any changes you make to any fields that are included on a signup page will be updated right away on your signup pages. You can also go back to the signup page at anytime to change the order of fields and add new or remove fields bu modifying the Selected fields using drag and drop. To remove a field, hover over the desired field and click the button marked with an '''x'''to modify the order drag and drop fields.
==How to modify the New User Email Template==
