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→Creating an organization lookup (Ajax) style signup page
==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 organization 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. You can use the '''Ajax''' 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 the public.
===How to setup an organization lookup signup page===
# Setup a user signup page as per above.
# Setup an organization signup page as per above.
# For the '''Selected fields''', you only need the '''Name''' field.
# For '''External Verification Service''' choose '''Ajax'''.
# Choose the '''Category''' 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 organizations into a category and allow the user to pick from those.
# Choose what Organization '''Status''' you want users to see and choose from. For example: only allow users the ability to see and pick from Organizations with a status of '''Active''' or '''Vetted'''.
# Modify the message content as desired. You will likely 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'''.