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→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 them 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.
'''[[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 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.