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→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 signup page.
[[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.]]
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 goes to the desired signup page 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 and the user would need to activate themselves as usual.
# Setup a user signup page as per above.
# Setup an organization signup page as per above.
# Choose On the user organization signup type and attach page select the user signup page to the organization signup page as per above.# For the '''Selected fields'''on the Organization signup page, you only need the '''Name''' field.# For '''External Verification Service''' under '''Verification Settings''' choose '''AjaxInternal Organization lookup'''.# Choose the desired '''Lookup Category''' and '''Lookup Status'' of organization you want users to be able to see and select. '''Categories''' are a way of grouping like organizations together and permissions what they can see and do. For example: you may put all non-profits or all educational only want organizations into a in the category of "Non-profit" and allow status of "Active" to appear in the list of organizations the user can attach themselves to pick from those.# Choose what Organization Scroll up to the '''Status''' you want users to see Signup page Content" and choose from. For example: only allow users modify the ability to see and pick from Organizations with a status of '''Active''' or '''VettedInstructions Content'''.# Modify the message content as desired. You will likely may want to add something like '''Start typing the name of your organization and select it from the list. Fields marked with a red asterisk (*) are required. If you need assistance contact Fake@fake.fake.'''
# Click '''Save'''.
