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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 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 the user 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.
Note: when you create roles you can indicate if a role is only for internal or external users. This recommended if you have a role like "Applicant" that should only be giving to external users.
Also make Make sure you include the desired language ID. Example: '''<code>&tid=14''' </code> to display the Spanish translation.
Do so Alternate CAPTCH can be used by typing the country name into the input called '''Countries Using Alternate CAPTCHA Service'''.
|-
||Enable CAPTCHA Validation
||Toggling this setting on will enable CAPTCHA validation on this signup page. This is only the case if the Global CAPTCHA Validation is set to '''Inherit''' in the [[Security Settings|Global Security Settings]]. CAPTCHA is used to minimize the occurrence of spam records being submitted via bots. Toggling this setting on may reduce the amount of spam you receive, but it will not block all spam from bots.
|-
||Lookup Field ID
||Not found on IRS or Internal organization lookups. Enter the custom field ID you want to use for mapping the ABN, CRA, CC, CRO, NCES number to. Enter cf_ then the custom field ID, Example cf_1234567.
==Classic Options==
The settings on the Classic Options tab for signup pages are legacy options slated for deprecation and are no longer used or recommended.
→Creating a Routing Page
=Configuration - Essentials=
==Creating a signup pageSignup Page==
===Signup Page Name===
Give your signup page a name.
===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.
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'''.
If you flag an organization as a container, any hierarchy access granted in the security matrix will not be applied for container organizations.
You can 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===
: ''Main Articles: [[User Role]] & [[Client 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 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 the user 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.
<u>'''Note:'''</u> when you create roles you can indicate if a role is only for internal or external users. This recommended if you have a role like "Applicant" that should only be giving to external users. '''[[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, 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 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 '''MenuIcon''' 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 or reviewing a grant application.
[[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.
# 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 is signified by a plus sign.
# 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 at the same time.
# Click '''Save'''.
<u>'''Note''': when </u> When you choose a user signup page, it will show up inside the organization signup page in its own section under the organization details. Also note that when a user signup page is attached, the ''user'' signup confirmation page is used. Therefore, if you want to make changes to the confirmation page that 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.]]
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 your system on someone else’s behalf.
==Making changes Changes to fields Fields on your signup pageYour 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: '''MenuIcon''' 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 instantaneously on your signup pages. You can also go back to the signup page at 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'''. Drag and drop '''Selected Fields''' to modify the order in which the fields will appear on the signup page.
<pre>https://@url@@activationlink@</pre>
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, 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.
[[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 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''' dropdown. 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==
=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.
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>
Relative paths will resolve correctly and work on production as well as development and backup systems.
==Creating an organization lookup style signup pageOrganization Lookup Signup Page==
Reduce the amount of duplicate organizations in your system by using an organization lookup signup page.
From the user perspective a new user goes to the desired signup page 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 and the user would need to activate themselves as usual.
===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.
# Click '''Save'''.
==Using external verification services in your signup pageExternal Verification Services on Your Signup Page==You can create a signup page that will confirm an organization’s charity status by selecting an organization based on a 3rd third-party database prior to registering that organization in your system.
The information from the selected database such as '''Name''', '''City''' and '''State''' is used to populate the organization signup page fields.
If the desired organization cannot be found in the 3rd third-party database (example it Example: It was added after the most recent update), you can provide a link to another signup page where that organization could still register.
{| class="wikitable"
|-
||'''Verification Service'''||'''Description'''||'''Link to Data'''||'''Update Frequency'''
|-
||ABN
||The Australian Business Number (ABN) lookup contains a list of businesses that have registered with the Australian Business Register.||[https://abr.business.gov.au/ABN Lookup]
||Real 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
|-
||CC
||The Charity Commission 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
|-
||CH
||United Kingdom Companies House (CH) contains a list of registered UK companies. ||[https://www.gov.uk/government/organisations/companies-houseCH Data]
||Monthly
|-
||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-bmfIRS Data]
||Monthly
|-
||NCES
||The National Center for Education Statistics (NCES) lookup contains Public Elementary/Secondary School database of 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 Signup Page That Uses an external verification serviceExternal Verification Service===
Generally, you set up each verification service in a similar way. Below is how you 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. Other verification services will have a different identification number.
You can attach an existing workflow to a signup page using the '''Attach Workflow''' setting. You can create '''Workflows''' under the '''Menu''' Icon > '''Workflows'''. Workflows on signup pages are typically used to to notify someone that a new user has registered and or some action needs to be taken such as an approval and/or to automatically run some tasks upon signup.
==How to set 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.
==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.
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 (PII). We suggest you provide your users with information of who they should contact in regards to purging or deleting any personal information held within your system.
==CAPTCHA==
CAPTCHA (which stands for “Completely "Completely Automated Public Turing Test to tell Computers and Humans Apart”. CAPTCHA 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.
[[File:CAPTCHA-Alternatives.png|thumb|none|500px|Set <strong>Countries Using Alternate CAPTCHA Service</strong> to a list of relevant countries .]]
==Tip: Keep signup pages shortSignup Pages Short==
- Don’t ask every question you think you need upfront on the signup page. Once a user has registered and logged into the system, you can ask them more questions as part of your process.
!|Setting
!|Description
|-
||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 it is important as it is the only way you can tell user used to differentiate signup pages apart 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===
||Activate Page
||The signup page will only be accessible if this setting is toggled on. If this setting is toggled off and a user navigates to this signup page they will receive an error message asking the user to contact your system administrator.
|-
||Enable Field Security Token
|-
||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: if you chose email and first name, it will only flag users that have the same email and first name. Support for If you want to use '''OR''' is planned for you must click the November 2020 upgrade'''Add Duplicate Check Condition''' button.
|-
||Form Submission Behavior (User Signup)
||This setting is only found on the User Signup page. Typically, you will choose '''Only create new users'''. The three available settings are:* Most people use the default '''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 only if 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
|-
||User Signup
||Only available on the organization signup page. Choose between '''Single User''' which will create 1 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
|-
||Form Submission Behavior (Organization Signup)
||Only available on the organization signup page. 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 recommended. Allows Most people use the direct update of organizations when existing duplicate matches are found, or create new organization when no match is found.* default '''Create new organization, block submission only 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
|-
||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 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 still change the State field value if they wish, but if the user does not, this feature saves the user some time.
|-
|-
||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 get updated with future upgrades and as such you may be need to manually update your custom template to ensure it continues to work as expected after future upgradeseach upgrade.
|}
|-
||Company Section Title
||Only available on the organization signup page. 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 in blue and above your instructions. Typically, people enter “Registration”.
|-
||Instructions Content
|-
||Same Address Button label
||Define the caption you would like to see on the same address button. Typically, people enter The default is “Copy Address”.
|}
||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, then click the Exclude foundation button which looks like +. Example some people may wish to exclude religious organizations such as churches so they select 10 – Church 170(b)(1)(A)(i) and click exclude foundation button.
|-
||Exclude Subsection(s)
||Only available with IRS verification service. Select subsections you want to exclude from the search and then click the exclude subsection button looks like a +.
|}
==Templates==
The following settings are available on the templates tabif '''Page Layout''' is set to '''Custom'''.
The templates tab only appears if you have selected “Custom” for “Page Layout”. This setting 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===
===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]]