Changes

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".

Before you create your signup page, make sure you have created the desired categories for your organization.

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.

==Creating a user 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.

# 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.

# If you want the user to be able to login, change the '''Access Type''' to '''User Access'''.

# 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.