Changes

If for the setting '''User Signup''', you chose '''Multiple Users''' you will be able to create an organization and more than one user or and more than one set of users.

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 or remove fields bu by modifying the Selected selected fields. 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.

If you are giving new users the ability to login in via the '''Access Type''' settingset to '''User Access''', they will receive an email based off the '''a new user email template'''either on the signup page or global. You can see the email template used to construct the email sent to  By default, all new users by going to will receive the email template found '''Menu Icon''' Icon > '''Global Settings''' > '''Security Tab''' Tab > '''Password and Activation Policies''' > '''Activation Email TemplatesEmails''' tabin the left navigation. Once you add the sample template you can modify it as needed. You The sample template will notice a number of variables in send the new registrant a link where they can enter their desired password to complete user activation. The variable for this is '''https://@url@@activationlink@'''. It is also possible to email users their username and password by using '''@email template which will be converted into A URL, Email @''' and activation link when the '''@password@''' if desired.  If you want a custom new user email is sent to all users who register through this signup page instead of using the global one, then go to the user'''Templates''' tab and add the sample template and fill in the other fields. The '''New User Email Template''' on the signup page takes precedence over the '''New User''' general template found under '''Global Settings'''. Typically we recommend that you leave the '''Template''' tab '''New User Email Template''' empty so the global template will be used.

[[File:Signup-privacy.png|thumb|none|500px800px|If you attach a privacy policy to a signup page. Anyone attempting to register will have to accept the policy before they can gain access to the system. ]]

You can create a '''privacy policy''' for your system by going to the '''Menu Icon''' Icon > '''Global Settings''' > '''Security''' Tab > '''Privacy and Security Policies''' link. We suggest you start by creating a policy for the '''Default Country''' and Languages of your choice. The default country is displayed until the user has logged in, at which point the system shows you the policy for the country you have chosen as your primary residence. We also suggest you toggle on '''Enforce User acceptance requiredAcceptance''' for policies and you may want to choose by picking a date for '''Enforce User Acceptance''' for on your privacy policy. Once you have a privacy policy created, go to the desired user signup page and select the desired policy from the '''Attach Policies''' drop down. Then, save '''Save''' your signup page. Now, when anyone is sent to your signup page, they will first be required to read and accept your privacy policy before they can register and gain access to your system.

Choose a field, such as the user’s email. If a user tries to enter an email that is already in the system, it will be flagged as a possible duplicate and prevent the user from registering again. Optionally, you can conduct a duplicate check on multiple fields. It is important to note that when you check on multiple fields it is currently an '''and''', not an '''or'''. For example: if you chose '''email''' and '''first name''', it will only flag users that have the same '''email''' and '''first name''' as another user in the system. Support for '''and''' is planned for the November 2020 upgrade. By default, '''emailEmail''' is typically used as a unique identifier of users in the system and '''Name''' is used for organizations.

==Creating Multiple language specific signup pages==Each language Once you want to support requires have created a separate signup pageyou can enter translations for each language you desire. Create the type of signup page desired and choose the  [[File:Signup-language you want. If you chose '''Español (Spanish)''' png|thumb|none|800px|The language picker as your it appears on a signup page language, and if you have entered Spanish .]] [[File:Signup-translation-button.png|thumb|none|800px|The button used to enter translations for your field captions, then you will see Spanish field captions on your a signup page.]] To enter a translation on a signup page

Typically# Click on the '''Translation''' button in the action bar.# Select the desired language.# Enter the translations desired into the appropriate fields.# Click '''Save'''. The translations of custom and standard field captions are pulled from those fields and can be entered in those fields or via an import. Once translations have been entered and saved on the signup page, you will route can send your users directly to the correct signup page via the routing page on in the loginlanguage you desire. Example: your Spanish login page will route users Do so by adding '''&tid=14''' to the Spanish end of the signup pageURL. Where the number equals the desired language ID. In this case, the English login language ID 14 will route users bring the user to the English signup pagetranslated into Spanish.To add a caption translation, go to The user can also switch languages on the signup page by using the desired field and beside drop down language menu in the caption click on top right of the button called '''Language Settings'''header. Choose  Note when you switch languages the desired language signup page will reload and enter clear data entered into the desired translationfields.

Routing pages are created to direct the user to the appropriate signup page in the desired language. Typically, the user clicks a button on the login page that takes them to an intermediary page where they can see the list of available signup pages. You can create a routing page by going to '''Menu Icon''' Icon > '''Global Settings''' > '''Branding''' tab > '''Login Pages''' link > edit the desired login page > '''Routing Page''' tab.

[[File:Singup-routing.png|thumb|none|500px800px|The routing page takes users to the signup page that is right for them.]]

==Creating an organization lookup (Ajax) 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 Also make sure you include the desired organization. For language ID example: in the research space, you may want to allow researchers to independently register for, and apply to, grants under an existing research body. You can use the '''Ajax&tid=14''' verification option on signup pages 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 will display the publicSpanish translations.

Learn more about routing pages on [[File:Signup-ajax.pngLogin_Page|thumb|none|500px|User begins typing the name of their organization and if it exists in the system the user can select the organization and attach themselves to that organization.Login Page]]

When ==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 navigates can select that organization and attach themselves to the that organization.]] The organization lookup signup page they 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 start 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. 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.

# 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.'''

Confirm You can create a signup page that will confirm an organization’s charity status or other types of statuses prior to registering. The IRS/CRA/UK/ABN/CRO/NCES lookup enables users to find by selecting an organization in based on a 3rd party databaseprior to registering that organization in your system. Once the organization is selected, the  The information from the selected database such as Name, City and State is used to populate the organization signup pagefields. This lookup can  If the desired organization cannot be used to confirm or deny found in the status of an organization as a charity. You can also optionally exclude types of organizations; for 3rd party database (exampleit was added after the most recent update), on the IRS search you can provide a link to another signup page where that organization could choose to exclude churchesstill register.

[[File:Signup-irs-1.png|thumb|none|800px|Step one user searches for their organization in the IRS database.]] [[File:Signup-irs-2.png|thumb|none|500px800px|Step two user selects their organization from the list and the information is automatically populated into the registration form.]] The following services are available

||Verification Service

||IRSABN||The Internal Revenue Service (IRS) Australian Business Number lookup contains a list of 501(c)(3) and other charitable organizationsbusinesses that have registered with the Australian Business Register.https://wwwabr.irsbusiness.gov.au/charities-non-profits/exempt-organizations-business-master-file-extract-eo-bmf||MonthlyReal Time

||UKCC||The Charity Commission GOV.UK lookup contains a list of registered charities in England and Wales.

||The Companies Registration Office Ireland (CRO) is the central repository of public statutory information on Irish companies and business names.

||The National Center for Education Statistics lookup contains Public Elementary/Secondary School database of all public elementary and secondary schools in the US.

===How to setup a signup page that uses the a an external verification service=== Generally you setup each verification service in a similar way. Below we show is how you how to setup a signup page using the IRS verification optionvia Charity Navigator. Before you begin you need to setup a custom field to hold the '''Employer Identification Number''' (EIN) value. The EIN is a Federal Tax Identification Number, it is a unique nine-digit number assigned by the '''Internal Revenue Service''' (IRS) to business entities operating in the United States for the purposes of identification. This is typically created as text box type field on organizations and then you will want to permission the field based on which types of organizations in your system will have this number.

# Add On the organization signup page select the desired user signup page as per above.# In the '''Input Form''' section drag and drop the EIN custom field we created earlier from the '''Available Fields''' to the '''Selected Fields''' area using drag and drop. You need to create this This custom field is required in order to use the IRS verification feature (see above).# For '''External Verification Service''' choose select '''IRSInternal Revenue Service via Charity Navigator'''.# Add the Click '''Sample Instructions''' for both '''Search Instructions''' and '''Result Instructions'''.# For '''Additional Automatic Field Population''' click the '''Add Mapping Field''' button that looks like a plus sign to create a new row.# From the mapping field drop down select '''Lookup Field ID (EIN)'''.# In the next '''Custom Field''' input right beside the mapping field start typing the name of the EIN field you created and select it from the list.