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→Creating a signup page
==Creating a signup page==
===The Associated Organization===
Before you create a signup page, you will need to decide where the users and organizations you are creating will reside in your organization hierarchy. In other words, when you create a new user or organization via a signup page, where will they be created in your system? Typically, you would create an organization in the external organization hierarchy and call it something like Web Registrants. Later you would associate that organization with your signup page. Then all new users and organizations created by this specific signup page will be created under that organization.
You can setup set up an organization by going to '''Menu''' icon > '''Organization Hierarchy''' > click on the second tab which is the external hierarchy, and click the '''New''' button to create a new organization in the external organization hierarchy.
===Roles and Categories===
: ''Main Articles: [[User Role]] & [[Client Categories]]''Once you have an organization setup set up that you will associate with a signup page, next you will need to setup set up '''Roles''' (for users) and '''Categories''' (for organizations). '''[[User Role|Roles]]''' are a way of grouping like users together. We use roles to control what the user can see and do in the system. When you create a user via a signup page, you need to give them one or more roles. Typically, you would give a user a role like "applicant" or "reviewer".
Before you create your signup page, make sure you have created the roles you intend to give to the new users.
You can setup user roles by going to '''Menu''' icon > '''Global Settings''' > '''Users''' tab > '''Roles''' and click the '''New''' button.
'''[[Client Categories|Categories]]''' are a way of grouping like organizations together and are also used to control what can be seen and done. When you create an organization via a signup page, you need to give them one or more categories. Typically, you would give an organization the category of "Grant Seeking Organization" or "External Reviewers".
Before you create your signup page, make sure you have created the desired categories for your organization.
===Statuses===
: ''Main Article: [[Status]]''Lastly, you may want to setup set up a [[Status|status ]] for users and organizations. 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 to an “Active” Status and later when you no longer engage with the user you might move them to an “Inactive” status.
Before you create your signup, pages create desired statuses.
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 status.
