Changes

You can set up a user status by going to '''Menu''' icon > '''Global Settings''' > '''User''' tab > '''Statuses''', and click the '''New''' button to create a user Statusstatus.

# Enter a description'''Description'''. This is not seen by your applicants but it is important as it is the only way you can tell user signup pages apart when you are picking one a user signup page from the organization signup configuration page.

# Modify the signup page content '''Signup Page Content''' and confirmation page content '''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'''.

# If you picked “Single User” '''Single User''' you will see a '''User Signup Page''' setting. Click the drop down and select the desired user signup page.

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.

Note : depending on your jurisdiction be mindful that if you enable multiple users, you are asking someone to enter personally identifying information, into the your system on someone else’s behalf.

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 > '''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 is now set to mandatory and the relevant validation was automatically added.

If you are giving new users the ability to login in via the '''Access Type''' setting , which gets set to '''User Access''', they then the user will receive an email based off a new '''New user email template Email Template''' either the one on the signup page or the globaltemplate.

By default, all new users will receive the email template found '''Menu''' Icon > '''Global Settings''' > '''Security''' Tab > '''Password and Activation Policies''' > '''Activation Emails''' in the left navigation. Once you add the sample template you can modify it as needed. The sample template will 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@''' and '''@password@''' if desired.

If you want a custom new user email sent to all users who register through this signup page only, instead of using the global one, then go to the '''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.

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 an existing user in the system. Support for '''andOR''' is planned for the November 2020 upgrade.

Note : when you switch languages the signup page will reload and clear any data entered into the fields.

If you paste the '''Page URL''' of your signup page into a routing page, make sure you use the relative path example: '''/s_csignup.jsp?token=XVtQHUUGYVpQRhRRXxNRS1BWZEl2HnFsFA%3D%3D&ptoken=XVtQC1oGYVpQRhRRXxNRS1BWZEl2HnFsFQ%3D%3D'''.  Relative paths will resolve correctly and work on production as well as development/and backupsystems.

# Choose the desired '''Lookup Category''' and '''Lookup Status''' of organization you want users to be able to see and select. For example: you may only want organizations in the category of "Non-profit" and status of "Active" to appear in the list of organizations the user can attach themselves to.# Scroll up to the '''Signup page Content" ''' and modify the '''Instructions Content''' as desired. You 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.'''

The information from the selected database such as '''Name''', '''City ''' and '''State ''' is used to populate the organization signup page fields.

# if If you do not already have a custom field to hold the EIN number, create a '''Text Box - Text Single Line''' custom field in the organization custom fields, and permission this field to be available as desired.

# Click '''Sample Instructions''' for both '''Search Instructions''' and '''Result Instructions'''.

# From the mapping field '''Mapping Field''' column drop down , select '''Lookup Field ID (EIN)'''.# In the '''Custom Field''' input column right beside the mapping field , start typing the name of the EIN field you created and select it from the list.

You can attach an existing workflow to a signup page using the '''Attach Workflow''' setting. You can create '''Workflows''' under the '''Menu Icon''' > '''Global Settings''' > '''System''' Tab Icon > '''Workflows'''. Workflows may be on signup pages are typically used to to notify someone that a new user has been registered and or some action is required, needs to be taken such as approving the user based on a vetting processan approval and or to run some tasks automatically.

If there are criteria that would render an applicant ineligible to gain access to your system, you may want to setup an eligibility questionnaire that a user must fill in before you let the user register. This is typically done with a Universal Tacking Application (UTA). In the UTA, ask any questions that would cause an applicant to be ineligible. Example if you don't fund religious organizations or organizations in a specific areas, ask applicants these question before you allow them to register. If the applicant meets your desired criteria, you send them on to the desired signup page. If they fail your criteria, you send them to a page letting them know they are ineligible. Using this method saves the user time by letting them know up front if they are not going to be given access and it saves you time by reducing the number of users created in your system. Common eligibility questions include “Are you requesting monies on behalf of a religious organization?” or “Are you requesting monies on behalf of an organization that is located and operates inside the USA?”.

 When users sign up to gain access to your system, they provide you with personal identifiable information (PII). We suggest you should provide users with information of who they should contact in regards to purging or deleting any personal information held within your system.  When you setup user standard and custom fields there is also a toggle you can enable called '''Enable as Personal Data''' to alert people of the PII collected in fields, you can you also specify why you are collecting this PII. Some organizations will setup data retention policies to remove PII after a set period of time, whereas other organizations may remove PII upon request. Either way you should provide some way to contact someone acting as a privacy officer within your organization in regards to any privacy concernsfrom your users.

CAPTCHA stands for “Completely Automated Public Turing Test to tell Computers and Humans Apart”. CAPTCHA is used to minimize the occurrence of spam records being submitted via bots. Toggling this setting on will may reduce the amount of spam you receive, but it will not block all spam from bots. Note: there is some debate over the usability and accessibility of CAPTCHA and reCAPTCHA, especially among people with disabilities. It  CAPTCHA is on by default but you may want to be judicious in its adoption.

You can toggle the CAPTCHA on or off for your entire system by going to '''Menu ''' icon > '''Global Settings ''' > '''Security ''' tab > and choose either enabled '''Enabled''' or disabled'''Disabled'''. If you choose inherit you can specify which signup pages will have a CAPTCHA via their configuration pages.

==Update behavior explainedTip: Keep signup pages short==When - Don’t ask every question you create a new organization think you need upfront on the signup page. Once a user has registered and logged into the system, there are multiple behavior options you can choose fromask them more questions as part of your process. Typically - The shorter your signup page, you the greater your completion rate will only allow user to create new organizationsbe, but there so ask the minimum amount of questions possible. Go through each question and ask yourself why are we collecting this information and how are scenarios we using it now? - Have someone else fill in your form and look critically at how they answered, did they answers the way you expected? Do you need to revise the question or provide instructions to ensure you get desired responses. - If a question is not marked mandatory do you still need to ask it and when one of do you need to ask it? =Settings Explained===General Tab==The following settings are available on the following may be more appropriate.'''General''' tab: ===General Settings===

!|Setting!|Description|-||Associated Organization||Determines where the users and organizations created will reside in your organization hierarchy. Typically, you would create an organization in the external organization hierarchy and call it something like “Web Registrants”.|Setting-

!||Create new or update matching organizationSetting!||This setting is not recommended. Allows the direct update of organizations when existing duplicate matches are found, or create new organization when no match is found.Description

||Only create new organizationsActivate Page||This The signup page will only be accessible if this setting is the default toggled on. If this setting. It only allows is toggled off and a user navigates to this signup page they will receive an error message asking the creation of organizations as new when no existing duplicate match is found. No updates are made user to either organizations or contacts when existing duplicate organizations are foundcontact your system administrator.

||Always create new organizationEnable Field Security Token||Always create an organization as newThis setting enhances security of signup pages by validating the fields that are submitted with expected values. Typically, regardless of whether any existing duplicate match is foundthis should be toggled on.

||Only create new organizations and allow contact signupStandard||Allows Provides a link to this signup page which you can give to create a new organization or create a new contact under an existing organizationpeople who want to register in your system. No updates are made Click the '''View''' button to either organizations see the signup page, or contacts when existing duplicate organizations are foundclick the '''Copy''' button to copy the URL to this signup page.

||Always move new and matching users to new organizationsEmail Broadcast||This toggle setting is only available an alternate URL intended for organization signup pages updating existing users in conjunction with a user signup page attachedthe email broadcast tool. If toggled onThis link is typically, it allows the direct update of the user’s organization when an existing duplicate match is found. If an existing user registers a new organization the user will be moved to the new organizationnot used.

==Tip: Keep signup pages short=Signup Options==={| class="wikitable"|-You don’t need !|Setting!|Description|-||Duplicate Check Field||Select one or more fields to be used by the duplicate check. Typically, '''Email''' is used for users and '''Name''' is used for organizations. If you choose to ask everything check on more than one field the operation used is '''AND'''. For example: if you chose email and first name, it will only flag users that have the same email and first name. Support for '''OR''' is planned for the November 2020 upgrade.|-||Update Behaviour||This setting is only found on the signup User Signup page. Typically, you will choose '''Only create new users'''. The shorter three available settings are:* '''Create new or update matching user''' - is not recommended as it allow the direct update of users when existing duplicate matches are found, or create new users when no match is found.* '''Only create new user''' – Is recommended and Only creates a user as new when no existing duplicate match is found. No updates are made to contacts when existing duplicate users are found.* '''Always create new user''' – is not recommended and will always create a user as new, regardless of whether any existing duplicate match is found. |-||Duplicate Restriction Message||Enter a custom message you want displayed when the duplication check fails. By default, it will say “A user/organization matching the information you entered already exists. Please contact your system administrator.”|-||Access Type||Only available on the User signup page, . Set to '''User Access''' if you want the greater your completion rate user to be able to login. This setting only applies to new users. New users will begiven the access type selected. The '''Access Type''' for existing users will not change.|-||User Signup||Only available on the organization signup page. Ask Choose between '''Single User''' which will create 1 user along with the minimum amount organization or '''Multiple Users''' which can create multiple sets of questions possibleusers along with the organization.|-||User/Multiple User Signup Page||Select the user signup page(s) you want to attach to the Organization signup page. The User signup page, will show up inside the organization signup page in its own section that appears under the organization details section.|-||Submission Behavior||Only available on the organization signup page. If a question Typically, only '''Create new organization, block submission if matching organization found''' is recommended. The options are:* '''Create new organization, update if matching organization found''' - This setting is not required recommended. Allows the direct update of organizations when existing duplicate matches are found, or create new organization when no match is found.* '''Create new organization, block submission if matching organization found''' - This is the default setting. It only allows the creation of organizations as new when no existing duplicate match is found. No updates are made to either organizations or contacts when existing duplicate organizations are found.* '''Create new organization regardless of matching organization found''' - This setting will always create an organization as new, regardless of whether any existing duplicate match is found.* '''Create new organization, if matching organization exists, only update users''' – This setting allows you to create a new organization or create a new contact under an existing organization. No updates are made to either organizations or contacts when existing duplicate organizations are found.* '''Create new organization, if matching organization exists, show entries to select, with option to create new''' - This setting allows you to create a new organization or create a new contact under an existing organization. When duplicate organizations are found, allow for the selection of a duplicate organization, and also allow an option to force create a new organization. |-||SmartCheck Validation||Select the SmartCheck validation you want to run upon form submission. Note if you are on an Organization Signup Page with a User Signup Page attached, the SmartCheck validation from the User Signup Page will be automatically included.|-||Attach Workflow||Select the desired workflow you probably don’t need would like to ask itrun upon the registration of a new user or organization. Remember: once Typically, workflows on signup pages notify someone that a new user has registered and logged or some action needs to be taken or the workflow will run some tasks automatically.|-||Attach Policies||Only found on the User Signup page. Select the policy you want users to be forced to accept before they can register. Typically, you would select a privacy policy that details your company’s views and procedures related to the collection of information on people who use your system. This way a new user can see and accept your policies before they enter any personally identifiable information (PII) into your system.|-||Default Country||This setting is used to specify a default country on the signup page. For example, if all applicants registering via this signup page live in the systemUnited States, you might choose that option as the default country.When the form opens, if the value chosen is United States then that value will automatically be pre-selected in the Country field for the user. The user can still change the Country field value if they wish, but if the user does not, this feature saves the user some time.|-||Default State||This setting is used to specify a default State on the signup page. For example, if all applicants registering via this signup page live in New York State, you might choose that option as the default State.When the form opens, if the value chosen is New York then that value will automatically be pre-selected in the State field for the user. The user can ask still change the State field value if they wish, but if the user does not, this feature saves the user some time.|-||Default Status||Select the status you want to give the User/Organization upon registering. 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 more questions to an "Active" Status.|-||Categories||Only found on Organization signup pages. Categories are a way of grouping like organizations together and are used to control what can be seen and done. You can '''Add''', '''Remove''' or '''Update''' categories for Organizations using this setting. |-||Roles||Only found on User signup pages. Roles are a way of grouping like users together. We use roles to control what the user can see and do in the system. You can '''Add''' or '''Remove''' roles for Users using this setting. |-||Page Layout||This setting controls the layout of the page. '''Default''' is recommended as part you will always get the latest and greatest signup page template. If you select Custom you will be able to add the sample template and customize the HTML of your processthe signup page. Don’t overwhelm However, if you select custom, your users template will not get updated with too many questions upfront or ask for information future upgrades and as such you don’t really may be needto manually update your custom template after future upgrades.|}