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===The Associated If you are creating an organization to act structurally like a holding folder rather than a true organization, then you need to flag the "Web Registrants" pseudo-organization as such, by going to '''Menu Icon''' > '''Organizations''' > Edit an Organization===> '''Actions''' > '''Edit Categories and Access''' > Toggle on '''Container'''.
Before If you create flag an organization as a signup pagecontainer, you will need to decide where the users and organizations you are creating will reside in your organization any 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 access granted 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 security matrix will not be created under that organizationapplied for container organizations.
Once you have an organization setup that you will associate with a signup page, next you will need to setup '''Roles''' (for users) and ': ''Main Articles: [[User Role]] & [[Client Categories]]''' (for organizations). '''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.
Before <u>'''Note:'''</u> when you create your signup page, make sure roles you can indicate if a role is only for internal or external users. This recommended if you have created the desired categories for your organizationa role like "Applicant" that should only be giving to external users.
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. ==Creating a user signup pageUser Signup Page==The user signup page creates people in your system. Users created via a signup page typically login and do something in your system, such as applying for a grant or reviewing a grant application.
==How to Any changes you make changes to any fields that are included on a signup page will be updated instantaneously on your signup page==Let’s say you want pages. You can also go back to make the '''email''' field on your user signup page mandatoryat any time to change the order of fields and add or remove fields by modifying the selected fields. Navigate to To remove a field, hover over the User standard desired field for email: and click the button marked with an '''Menux''' Icon > '''Global Settings''' > ''. Drag and drop 'Users''' Tab > '''Standard Selected Fields''' link and edit to modify the order in which the '''Email''' standard field by toggling fields will appear 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 ==Modifying the New User Email Template==If 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 giving new users the ability to login in via the signup page at anytime '''Access Type''' setting, which gets set to change the order of fields and add or remove fields by modifying the selected fields. To remove a field'''User Access''', hover over then the desired field and click the button marked with user will receive an email based off a '''xNew User Email Template,''' to modify either the one on the signup page or the order drag and drop fieldsglobal template.
==How to modify the New User Email Template==If you are giving By default, all new users will receive the ability to login email template found in via the '''Access TypeMenu''' Icon > '''Global Settings''' > '''Security''' Tab > '''Password and Activation Policies''' setting set to > '''User AccessActivation Emails''', they in the left navigation. Once you add the sample template you can modify it as needed. The sample template will receive an email based off send the new registrant a new link where they can enter their desired password to complete user email template either on the signup page or globalactivation.The variable for this is:
By default, all new users will receive the email template found '''Menu''' Icon <pre> '''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. </pre>
==How to modify the Duplicate check settings==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 againwith the same email twice. Optionally, you can conduct a duplicate check on multiple fields. It is important to note that when you check on add multiple fields it is currently an in one '''andDuplicate Check Field'''box, not an it will utilize the [[Boolean Operators|Boolean operator]] '''AND''' 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 another an existing user in the system(as opposed to flagged an existing user that may have the same email ''or'' first name). Support for To add multiple fields using the [[Boolean Operators|Boolean operator]] '''OR'and'', select the '''Add Duplicate Check Condition''' button, signified by the plus sign. In that case, duplicates will be flagged if either criteria is planned for the November 2020 upgrademet independently.
By default, '''Email''' is typically used Optionally you can change the uniquely identifiable field such as a unique identifier of users in the system and '''Name''' is used for organizationsemail to another field such as employee number.
[[FileRelative paths will resolve correctly and work on production as well as development and backup systems. Make sure you include the desired language ID. Example:Singup-routing.png|thumb|none|800px|The routing page takes users <code>&tid=14</code> to display the signup page that is right for themSpanish translation.]]
If you paste ==Creating an Organization Lookup Signup Page==Reduce the '''Page URL''' amount of duplicate organizations in your system by using an organization lookup 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/backup.
Also make sure you include [[File:Signup-ajax.png|thumb|none|800px|User begins typing the desired language ID example '''&tid=14''' will display name of their organization and if that organization exists in your system, the Spanish translationsuser can select that organization and attach themselves to that organization.]]
Learn more about routing pages on [[Login_Page|Login Page]]The organization lookup signup page 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.
==Creating an organization lookup (Ajax) style signup Typically, you will not want a list of all organizations you deal with exposed to the public, so on the configuration page==Reduce you can filter the amount list of duplicate available organizations in your system by using an organization lookupcategory and status. Some organizations, like a university, may want This way new users to register under an existing organization in your instance. This can will only be achieved by allowing new users able to search and select their organization from the existing organizations 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 create themselves 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 subset 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 publicyour system.
[[File:SignupYou may also want to consider adding a vetting process utilizing workflows and users’ statuses before giving users who self-ajax.png|thumb|none|500px|User begins typing the name of their register under and existing organization and if it exists in full access to the system the user can select the organization and attach themselves to that organization.]]
When From the user navigates perspective a new user goes to the lookup desired signup page they can start 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.
[[File:Signup-irs-1.png|thumb|none|500px|Step one user searches for their organization in The information from the IRS selected databasesuch as '''Name''', '''City''' and '''State''' is used to populate the organization signup page fields.]]
You can toggle - The shorter your signup page, the CAPTCHA on or off for greater your entire system by going to Menu icon > Global Settings > Security tab > and choose either enabled or disabled. If you choose inherit you can specify which signup pages completion rate will have a CAPTCHA via their configuration pagesbe, so ask the minimum amount of questions possible.Go through each question and ask yourself: why are we collecting this information, and how are we using it now?
Note - Have someone else fill in your form and look critically at how they answered. Did they answers the way you can also choose expected? Do you need to bypass revise the use of Google's reCAPTCHA for users in countries that are unable question or provide instructions to communicate with Google servers because of government policy.ensure you get desired responses?
==Update behavior explained==When you create - If a new organization signup pagequestion is not marked mandatory, there are multiple behavior options do you can choose from. Typically, still need to ask it? and if so when do you will only allow user need to create new organizations, but there are scenarios when one of the following may be more appropriate.ask it?
→Creating a Routing Page
=Overview=
A Signup signup page (also known as a registration page) enables users and organizations to independently register and gain access to your system. It is common to have multiple signup pages depending on the types of people and organizations you want to register. In this article you will learn about the different types of signup pages, how to configure them and related functionality. '''Global Administrator ''' access is required to create and modify signup pages.
=Configuration - Essentials=
==Creating a Signup Page==
===Signup Page Name===
Give your signup page a name.
==Creating =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 '''MenuMenu Icon''' icon > '''Organization Hierarchy''' > click 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===
Once you have an organization set up that you will associate with a signup page, next you will need to set up '''Roles''' (for users) and '''Categories''' (for organizations). '''[[User Role|Roles]]''' are a way of grouping like organizations users together and are also used . We use roles to control what the user can be seen see and donedo in the system. When you create an organization a user via a signup page, you need to give them the user one or more categoriesroles. Typically, you would give an organization the category of a user a role like "Grant Seeking OrganizationApplicant" or "External ReviewersReviewer". 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 the organization 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. You can setup organization categories by going to '''Menu''' icon > '''Global Settings''' > '''Organization''' tab > '''Categories''' and click the '''New''' button.
===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 . For example, you might use a “Newly Registered” "Newly Registered" status for new registrants, and later once they have been these users are 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.
[[File:Signup-user.png|thumb|none|800px|Sample user signup page]]
===How to setup Set up a user signup pageUser Signup Page===
# Go to the '''Menu''' Icon > '''Global Settings''' > '''Users''' Tab > '''Signup Pages''' Link.
# Click the '''New Signup Page''' button in the action bar. It looks like a plus sign.
# Enter a name
# Choose an '''Associated Organization''' via the lookup. New users will be created under the associated organization. Generally, you want to select an external organization.
# Enter a description'''Description'''. This is not seen by your applicants but it is important as it is the only way you can tell helps differentiate user signup pages apart when you are picking one a user signup page from the organization signup configuration page.
# If you want the user to be able to login, change the '''Access Type''' to '''User Access'''.
# Add desired rolesto be assigned in '''Roles to Add'''.# 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'''."# Drag and drop the fields from the '''Available Fields''' list into the '''Selected Fields''' list. These are the fields that will appear on the signup page. Once fields are in the '''Selected Fields''' list you drag and drop fields to reorder them or hover over a field and click the grey '''x''' button to remove the field from the list.
# Click '''Save'''.
==Creating an organization signup pageOrganization Signup Page==
The organization or company signup page creates organizations within your system.
===How to setup Set up an organization signup pageOrganization Signup Page===
# Go to the '''Menu''' Icon > '''Global Settings''' > '''Organizations''' tab and click on the '''Signup Pages''' Link.
# Click the '''New Signup Page''' button in the action bar. It looks like is signified by a plus sign.# Give the signup page a name
# Choose an '''Associated Organization''' via the lookup. New users will be created under this organization. Generally, you want to select an external organization.
# Choose the organization '''Categories''' you want to addassign to new organizations created.# 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.# Drag and drop the fields from the '''Available Fields''' list into the '''Selected Fields''' list.These fields will appear on the organization signup page. Fields in the Selected Fields List can be reordered using drag and drop.
# Click '''Save'''.
==Creating a combined Combined User and Organization signup pageSignup Page==Typically, you will want to create an organization and one or more users and at the same time.
[[File:Signup-org-single-user.png|thumb|none|800px|A signup page that creates a single organization and single user at the same time.]]
# Create an organization signup page.
# Edit the organization signup page, and for the setting called '''User Signup''' pick either '''Single User''' or '''Multiple Users'''.
# 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.# 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'''.
<u>'''Note when ''':</u> 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.
[[File:Signup-org-multi-user.png|thumb|none|800px|A signup page that creates a single organization and multiple users at the same time. In this example the Lead Applicant is set to a minimum of 1 so they are required. The co-applicant is set to a minimum of 0 and maximum of 3 so none or up to 3 co-applicants can register at the same time.]]
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.
In this scenario you will see a setting called '''Multiple User Signup'''.
You can specify a minimum and maximum number of users you want to create per attached signup page as well as specify section and user titles.
<u>'''Note depending :'''</u> 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. ==Making Changes to Fields on Your Signup Page==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 want a custom new user email sent to all users who register through this specific signup page instead of using the global one, then go , on that particular signup page, 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 display a privacy notice containing specific elements on your system; failure . Failure to do so can result in fines.
[[File:Signup-privacy.png|thumb|none|800px|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 '''MenuIcon''' 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 by selecting 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. ==Modifying the Duplicate Check settings==By default, '''Email''' is used as a unique identifier of users in the system and '''Name''' is used for organizations.
=Configuration - Advanced=
==Creating Multiple language signup pagesLanguage Signup Pages==
Once you have created a signup page you can enter translations for each language you desire.
[[File:Signup-language.png|thumb|none|800px|The language picker as it appears on a signup page.]]
[[File:Signup-translation-buttonSignupPageTranslations.png|thumb|none|800px|The button used to enter translations on a signup page.]]
To enter a translation on a signup page
# Click on the '''TranslationSignup Page Translation Settings''' button in the action bar.
# Select the desired language.
# Enter the translations desired into the appropriate fields.
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 can send your users directly to the signup page in the language you desire. Do so by adding '''<code>&tid=14''' </code> to the end of the signup page URL. Where , where the number equals the desired language ID. In this case, the language ID 14 will bring the user to the signup page translated into Spanish.
The user can also switch languages on the signup page by using the drop down language menu in the top right of the header.
<u>'''Note when :'''</u> When you switch languages , the signup page will reload and clear any data entered into the fields.
==Creating a routing pageRouting Page==: ''Main Article: [[Login_Page|Login Page]]''
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 > '''Global Settings''' > '''Branding''' tab > '''Login Pages''' link > edit the desired login page > '''Routing Page''' tab.
[[File:Singup-routing.png|thumb|none|800px|The routing page takes users to the signup page that is right for them.]]
Use the URL lookup button and select the "Signup Page" option to populate the signup page link into the routing page. Note if you choose to paste a URL here instead use the relative path. Example:
<pre>/s_csignup.jsp?token=XVtQHUUGYVpQRhRRXxNRS1BWZEl2HnFsFA%3D%3D&ptoken=XVtQC1oGYVpQRhRRXxNRS1BWZEl2HnFsFQ%3D%3D</pre>
===How to setup Set up an organization lookup signup pageOrganization Lookup Signup Page===
# Setup a user signup page as per above.
# Setup an organization signup page as per above.
# 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 '''StatusSignup page Content''' you want users to see 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.'''
# Click '''Save'''.
==Using external verification services in your signup pageExternal Verification Services on Your Signup Page==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 third-party database. Once the organization is selected, the information from the selected database is used prior to populate the signup page. This lookup can be used to confirm or deny the status of an registering that organization as a charity. You can also optionally exclude types of organizations; for example, on the IRS search you could choose to exclude churchesin your system.
If the desired organization cannot be found in the third-party database (Example: It was added after the most recent update), you can provide a link to another signup page where that organization could still 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 : User selects their organization from the list and the information is automatically populated into the registration form.]] The following services are available
{| class="wikitable"
|-
||'''Verification Service'''||'''Description'''||'''Link to Data'''||'''Update Frequency'''
|-
||IRSABN||The Internal Revenue Service Australian Business Number (IRSABN) 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-bmfABN Lookup]||MonthlyReal Time
|-
||CRA
||The Canada Revenue Agency (CRA) lookup contains a list of T3010 Registered Charities.
||[https://www.canada.ca/en/revenue-agency/services/charities-giving/list-charities/downloading-instructions.htmlCRA Data]
||Monthly
|-
||UKCC||The GOV.UK Charity Commission (CC) lookup contains a list of registered charities in England and Wales. http||[https://dataregister-of-charities.charitycommission.gov.uk/CC Data]
||Monthly
|-
||ABNCH||The Australian Business Number lookup United Kingdom Companies House (CH) contains a list of businesses that have registered with the Australian Business RegisterUK companies. ||[https://abr.businesswww.gov.auuk/government/organisations/companies-house CH Data]||Real TimeMonthly
|-
||CRO
||The Companies Registration Office Ireland (CRO) is the central repository of public statutory information on Irish companies and business names. ||[https://www.cro.ie/Services/Access-to-CRO-DataCRO Data]
||Real Time
|-
||IRS
||The Internal Revenue Service (IRS) lookup contains a list of 501(c)(3) and other charitable organizations.
||[https://www.irs.gov/charities-non-profits/exempt-organizations-business-master-file-extract-eo-bmf IRS Data]
||Monthly
|-
||NCES
||Public Elementary/Secondary School database of The National Center for Education Statistics (NCES) lookup contains data for all public elementary and secondary schools in the US. ||[https://nces.ed.gov/ccd/pubschunivfiles.aspNCES Data]
||Annually
|}
===How to setup Set up a signup page that uses the a verification serviceSignup Page That Uses an External Verification Service===Generally , you setup set up each verification service in a similar way. Below we show is how you how to setup a signup page using the IRS verification option. 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 Other verification services will have this a different identification number.
# 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.
# Setup a user signup page the same way as above.
# Setup an organization signup page the same way as above.
# 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 you created from the '''Available Fields''' to the '''Selected Fields''' area using drag and drop. You need to create this must add a custom field for this number in order to use the IRS verification feature (see above).# For '''External Verification Service''' choose select '''United States Internal Revenue Agency (IRS)'''.# 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''' column drop down , select '''Lookup Field ID Registration Number (EIN)'''.# In the next '''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.
# Click '''Save'''.
==How to Attach Workflows==
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 automatically run some tasks upon signup.
==How to setup Set up an eligibility questionnaireEligibility Questionnaire==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 area, 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?”.
==Other vetting processesVetting Processes==
Some organizations require users and organizations to be manually vetted or approved before the user gains access. This is typically done by using the User/Organization '''status''' in conjunction with workflows to notify the appropriate internal staff.
Some organizations also require regular OFAC checks to be conducted on the organizations they fund, to ensure they are not in violation of economic and trade sanctions based on U.S. foreign policy, and national security goals against targeted foreign countries and regimes, terrorists, international narcotics traffickers, those engaged in activities related to the proliferation of Weapons of Mass Destruction, and other threats to the national security, foreign policy or the economy of the United States.
OFAC publishes a list of individuals and companies owned or controlled by, or acting for or on behalf of, targeted countries. It also lists individuals, groups and entities, includes terrorists and narcotics traffickers designated under programs that are not country-specific. Collectively, such individuals and companies are called Specially Designated Nationals or SDNs. Their assets are blocked, and U.S. persons are generally prohibited from dealing with them.
https://www.treasury.gov/about/organizational-structure/offices/Pages/Office-of-Foreign-Assets-Control.aspx
==How to deleteDelete/purge your informationPurge Your Information==When users sign up to gain access to your system, they provide you with personal identifiable information Personal Identifiable Information (PII). We suggest you should provide your users with information of who they should contact in regards to purging or deleting any personal information held within your system. When you set up user [[Standard Field|Standard]] and [[Custom Field|Custom fields]], there is also a toggle you can enable called '''Classify 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 set up 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==CAPTCHA (which stands for "Completely Automated Public Turing Test to tell Computers and Humans Apart") is used to minimize the occurrence of spam records being submitted via bots. CAPTCHA will reduce the amount of spam you receive, but it will not block all spam from bots. CAPTCHA settings can be found at '''Menu''' icon > '''Global Settings''' > '''Security''' tab. ===CAPTCHA Alternatives===By default, systems use Google reCAPTCHA. For users in countries that are unable to communicate with Google servers due to government policy, you may wish to enable the alternate CAPTCHA. Alternate CAPTCH can be used by typing the country name into the input called '''Countries Using Alternate CAPTCHA Service'''. [[File:CAPTCHA-Alternatives.png|thumb|none|500px|Set <strong>Countries Using Alternate CAPTCHA Service</strong> to a list of relevant countries .]]
==How to enable/disable CAPTCHATip: Keep Signup Pages Short==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 - Don’t ask every question you think you need upfront on will reduce the amount of spam you receive, but it will not block all spam from botssignup page. Note: there is some debate over Once a user has registered and logged into the usability and accessibility of CAPTCHA and reCAPTCHAsystem, especially among people with disabilities. It is on by default but you may want to be judicious in its adoptioncan ask them more questions as part of your process.
=Settings Explained=
==General Tab==
The following settings are available on the '''General''' tab:
===General Settings===
{| class="wikitable"
|-
!|Setting!|Description|-|Setting|Signup Page Name||Use to differentiate signup pages.|-||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”. Note container organizations should be flagged as such.|-
||Description
||This input is not seen by your applicants but is used to differentiate signup pages when you are picking a user signup page from the organization signup configuration page. You may also wish to add special instructions or notes for other administrators in this field.
|}
===Activation & Security===
{| class="wikitable"
|-
!||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=Signup Options==={| class="wikitable"|-!|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 check on more than one field the operation used is '''AND'''. For example: Keep if you chose email and first name, it will only flag users that have the same email and first name. If you want to use '''OR''' you must click the '''Add Duplicate Check Condition''' button.|-||Form Submission Behavior (User Signup)||This setting is only found on the User Signup page. Most people use the default '''Create new user only if no existing match 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 user to be able to login. This setting only applies to new users. New users will be given the access type selected. The '''Access Type''' for existing users will not change.|-||User Signup||Only available on the organization signup page. Choose between '''Single User''' which will create one user along with the organization or '''Multiple Users''' which can create multiple sets of users 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.|-||Form Submission Behavior (Organization Signup)||Only available on the organization signup page. Most people use the default '''Create new organization only if no existing match found'''|-||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 would like to run upon the registration of a new user or organization. Typically, workflows on signup pages short==notify someone that a new user has registered and 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 CountryYou don’t need ||This setting is used to ask everything specify a default country on the signup page. For example, if all applicants registering via this signup page live in the United 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 shorter your 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/Province on the signup page. For example, if all applicants registering via this signup pagelive in New York State, you might choose that option as the greater your completion rate default State.When the form opens, if the value chosen is New York then that value will automatically bepre-selected in the State field for the user. Ask The user can still change the minimum amount 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 to an "Active" Status.|-||Categories||Only found on Organization signup pages. Categories are a way of questions possiblegrouping like organizations together and are used to control what can be seen and done. If You can '''Add''', '''Remove''' or '''Update''' categories for Organizations using this setting.|-||Roles||Only found on User signup pages. Roles are a question 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 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 the signup page. However, if you select custom, your template will not required get updated with future upgrades and as such you probably don’t may be need to ask manually update your custom template to ensure it continues to work as expected after each upgrade.|} ===Signup Page Content===Note that this section only appears on Organization signup pages. {| class="wikitable"|-!|Setting!|Description|-||Page Title||If you want to add some text such as “registration” into the header beside your logo you can add ithere. Typically, this input is left blank.|-||Company Section Title||This text will appear above the fields where you enter organization data. Typically, people enter “Organization Information”.|-||Instructions Title||Text entered here will appear inside the instruction box above your instructions. Remember: once Typically, people enter “Registration”.|-||Instructions Content||Add any custom instructions to help user complete the signup page. Typically, people enter “Fields marked with a red asterisk (*) are required. If you need assistance contact Fake@fake.fake.”.|-||Contact Section Title||This text will appear above the fields where you enter user data. Typically, people enter “User Information”.|-||Enable Same Address button||Toggle on to get a button that will populate the user address fields with the values entered into the Organization address fields. This feature will save users time if they use their organizations address for their user address.|-||Same Address Button label||Define the caption you would like to see on the same address button. The default is “Copy Address”.|} ===Confirmation Page Content===These settings can only be found on user signup pages. {| class="wikitable"|-!|Setting!|Description|-||Confirmation Page Title||Large text displayed after the user has registered submits the form. Typically, people enter “Registration Complete”.|-||Confirmation Page Content||Smaller text displayed after the user submits the form. Appears under the title. Typically, people enter “Thank you for registering. Activation instructions have been emailed to you.”.|-||Link text||Text used for a link to the login page so people can log in after registering. Typically, people enter either “log in here” or “Visit youralias.smartsimple.com”.|-||Link URL||Link to login page. typically, people enter “/s_Login.jsp”.|} ===Input Form==={| class="wikitable"|-!|Setting!|Description|-||Available Fields||The list of fields you can pick from. Drag and logged drop these fields into the system'''Selected Fields''' area.|-||Selected Fields||Any fields in this area will be displayed on the signup page. Reorder fields within this area using drag and drop. To remove fields, you hover over the desired field and click the “x” button.|} ===Verification Settings===These settings can ask them more questions as part only be found on Organization signup pages. {| class="wikitable"|-!|Setting!|Description|-||Verification Service||Select the type of internal or external verification service you would like to use. Example internally you might want to search your processsystems organization hierarchy for a specific organization and add a new user under that organization. Externally you might want to search Internal Revenue Service data to ensure new charitable organizations that register have 501(c)(3) status and then populate that organizations information from the IRS database.|-||Lookup Category||Only available if Internal “Organization Lookup” is selected. Select the Categories of organizations you want to appear when a user searches for an organization to add themselves to. Typically, only charitable or research organization categories would be chosen.|-||Lookup Status||Only available if Internal “Organization Lookup” is selected. Don’t overwhelm your Select the Status of organizations you want to appear when a user searches for an organization to add themselves to. Typically, only organizations in an approved, or active status would be chosen.|-||Limit Searchable Fields to ID Only||if you toggle this setting on, users with too many questions upfront will only be able to search on the ID of the organization, not the name, state or ask other fields. For example, if you were doing an IRS search you will only be able to search the EIN number.|-||Limit Results to US Based Organization Only||Only available for IRS. Toggle this setting on if you only want US based organizations to show up in the list of search results.|-||Search Instructions (HTML)||Click the sample Instructions, and modify the provided text as desired. Typically, this explains how the user can search.|-||Result Instructions (HTML)||Click the sample Instructions, and modify the provided text as desired. This text will show up on the results page after you have searched for information an organization. Typically, this explains how to select your desired organization.|-||Disable Automatic Field Population||When you select an organization from the verification service, the inputs on your form will be automatically populated. If your signup page does not include inputs for city, state or zip/postal code, check the ones that are not present on your signup page. This will prevent an error when the verification service tries to populate fields that don’t really needexist on your form.|-||Additional Automatic Field Population||Only available with IRS verification service. Click the add mapping field button under the mapping field column to add a mapping field. Then select a mapping field from the drop down. Then in the custom field column start typing the caption of the desired custom field, then click it to select that field. Note that the custom field you select must also be in the selected fields list in the Input Form section.|-||Exclude Foundation(s)||Only available with IRS verification service. Select foundations types you want to exclude from the search.|-||Exclude Subsection(s)||Only available with IRS verification service. Select subsections you want to exclude from the search.|} ==Templates==The following settings are available on the templates tab if '''Page Layout''' is set to '''Custom'''. The page template allows you to modify the HTML of the signup page and is generally not recommended. If you choose to customize the HTML of your signup page you won’t get the latest and greatest templates and you may be required to update your HTML if changes to templates or functionality occur in an upgrade. ===Signup Page Template===Click the Sample Template link to add the html of the signup page into the input and then modify as desired. ===Confirmation Page Template===Only available on user signup pages. Click the Sample Template link to add the html of the signup page into the input and then modify as desired.
[[Category:Interface]]