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Before you create your signup page, make sure you have created the roles you intend to give to the new users.
You can setup user roles by going to '''Menu''' icon > '''Global Settings''' > '''Users''' tab > '''Roles''' and click the '''New''' button.
'''[[Client Categories|Categories]]''' are a way of grouping like organizations together and are also used to control what can be seen and done. When you create an organization via a signup page, you need to give them one or more categories. Typically, you would give an organization the category of "Grant Seeking Organization" or "External Reviewers".
Lastly, you may want to set up a [[Status|status]] for users and organizations. Statuses are like a place in time. For example, you might use a “Newly Registered” status for new registrants, and later once they have been vetted, you might switch them to an “Active” Status and later when you no longer engage with the user you might move them to an “Inactive” status.
Before you create your signup, pages create desired statuses.
You can set up a user status by going to '''Menu''' icon > '''Global Settings''' > '''User''' tab > '''Statuses''', and click the '''New''' button to create a user status.
# 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'''. This is not seen by your applicants but it is important as it is the only way you can tell user signup pages apart when you are picking a user signup page from the organization signup configuration page.
# Enable CAPTCHA Validation, as well as Duplicate Check Conditions based on the security needs of your organization.
# 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''' 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''."
# 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'''.
