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=Overview=
A Signup page (also known as a registration page) enables users and organizations to independently register and gain access to your SmartSimple instance. It is common to have multiple signup pages depending on the types of people and organizations you want to register and the languages your community speaks.
=Configuration - Essentials=
You must have '''Global Administrator''' setup or modify signup pages.
==How to setup 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 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 to do so can result in fines.
[[File:Signup-privacy.png|thumb|none|500px|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. ]]
==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 again. Optionally, you can conduct a duplicate check on multiple fields. It is important to note that when you check on multiple fields it is an '''and''', not an '''or'''. For example: if you chose '''email''' and '''first name''', it will only flag users that have the same '''email''' and '''first name''' as another user in the system. By default, '''email''' is typically used as a unique identifier of users in the system and '''Name''' is used for organizations.
=Configuration - Advanced=
==Creating language specific signup pages==
Each language you want to support requires a separate signup page. Create the type of signup page desired and choose the language you want. If you chose '''Español (Spanish)''' as your signup page language, and if you have entered Spanish translations for your field captions, then you will see Spanish field captions on your signup page.
==How to setup an eligibility 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. 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?”.
==How to delete/purge your information==
When users sign up to gain access to your system, they provide you with personal identifiable information (PII). We suggest you should provide users with information of who they should contact in regards to purging or deleting any personal information held within your system. Some organizations will setup 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 in regards to privacy concerns.
==How to enable/disable CAPTCHA==
You can toggle the CAPTCHA on or off for 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 will have a CAPTCHA via their configuration pages.
Note you can also choose to bypass the use of Google's reCAPTCHA for users in countries that are unable to communicate with Google servers because of government policy.
==Update behavior explained==
==Tip: Keep signup pages short==
You don’t need to ask everything on the signup page. The shorter your signup page, the greater your completion rate will be. Ask the minimum amount of questions possible. If a question is not required you probably don’t need to ask it. Remember: once a user has registered and logged into the system, you can ask them more questions as part of your process. Don’t overwhelm your users with too many questions upfront or ask for information you don’t really need.
[[Category:Interface]]
