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86 bytes removed, 18:02, 4 September 2020
Creating an organization lookup style signup page
==Creating an organization lookup style signup page==
 Reduce the amount of duplicate organizations in your system by using an organization lookup. Some organizations, like a university, may want new users to register under an existing organization in your instance. This can be achieved by allowing new users to search and select their organization from the existing organizations already in your system. The new user can then register under the desired organization. For example: in the research space, you may want to allow researchers to independently register for, and apply to, grants under an existing research body such as a university. Under '''Verification Settings''' choose the '''Internal Organization Lookup''' option on an organization signup page to achieve this. You can also put a manual vetting process in place to approve applicants, if desired. Note selecting existing organizations from your instance reduces the chance of duplicate organization creation, and may be fine for research organizations, but may pose a problem in other verticals such as case management, where you may not want a list of organizations you deal with exposed to the public.
[[File:Signup-ajax.png|thumb|none|800px|User begins typing the name of their organization and if that organization exists in your system, the user can select that organization and attach themselves to that organization.]]
When The organization lookup signup page gives new users the ability to sign up under an existing organization. This can be achieved by allowing new users to search and select their desired organization from the list of existing organizations in your system. For example: in the research space, you may want to allow researchers to independently register for, and apply to, grants under an existing research body such as a university. Typically, you will not want a list of all organizations you deal with exposed to the public, so on the configuration page you can filter the list of available organizations by organization category and status. This way new users will only be able to search and create themselves under a subset of organizations in your system.  You may also want to consider adding a vetting process utilizing workflows and users’ statuses before giving users who self-register under and existing organization full access to the system. From the user perspective a new user navigates goes to the lookup desired signup page they can start and then starts typing the name of their organization and they will see a list of organizations meeting that criteria. Once the user selects the desired organization, they enter their user information, and upon submission, the user is created under the chosen organization. Note you can restrict which organization will appear in and the lookup by both '''Category''' and '''Status'''user would need to activate themselves as usual.
===How to setup an organization lookup signup page===
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