Changes

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.

: ''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". 

'''[[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".

: ''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 . 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.

# Modify the '''Signup Page Content''' and '''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'''."

# Change the content on the signup page and confirmation page with a custom message. Typically, you will want to add something like who the user should contact should if they need assistance.

# Optionally toggle ''(Optional)'' Toggle on '''Enable Same Address Button''' which will allow if you want the user user’s address to populate their address using be pre-populated with the address of the company so the user does not need to enter their address twice.# Click '''saveSave'''.

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, that when a user signup page is attached, the ''user '' signup confirmation page is used. Therefore, 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 appears to the user upon submission, you will need to navigate the user signup page instead.

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

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.

==How to make Making changes to fields on your signup page==Let’s say you want to make the '''emailEmail''' 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.

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 any time to change the order of fields and add or remove fields by modifying the 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.

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

By default, all new users will receive the email template found in '''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 desiredby using the basic syntax references of the [[Variable Processor|variable processor]].

If you want a custom new user email sent to all users who register through this specific 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.

==How to setup Setting Up Privacy Policies==A privacy policy details your company’s views and procedures related to the collection of information on people who use your system. Its It's important to let your users know how you are going to use the information you are requesting, and to tell users who to contact should they have questions. In some jurisdictions such as California, you are required to post your privacy policy by law. In the EU, the [[General Data Protection Regulation (GDPR)]] and the e-privacy directive oblige you to put a privacy notice containing specific elements on your system; failure . Failure to do so can result in fines.

You can create a '''privacy policy''' for your system by going to the '''Menu''' 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 '''Enforce User Acceptance''' by picking a date 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 downdropdown. Then, '''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.

==How to modify Modifying the Duplicate check Check settings==Choose a uniquely identifiable 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 againtwice with the same email. 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 using the [[Boolean Operators|Boolean operator]] '''andAND''', not an instead of the '''orOR'''operator. For example: if you chose '''email''' and '''first name''', it will only flag users that have the same '''email''''' and '' '''first name''' as an existing user in the system(as opposed to flagged an existing user that may have the same email ''or'' first name). Support for '''OR''' is planned for the November 2020 upgrade.