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Signup Page

92 bytes removed, 18:50, 9 March 2023

→‎How to setup an organization 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.

# Give the signup page a name

# Choose an '''Associated Organization''' via the lookup. New users will be created under this organization. Generally, you want to select an external organization.

# Enable '''CAPTCHA Validation''' and '''Duplication Check''' Restrictions based off of your security needs.# Choose the organization '''Categories''' you want to assign to new organizations from the signup pagecreated.

# Change the content on the signup page and confirmation page with a custom message. Typically, you will want to add something like who the user should contact if they need assistance.

# Drag and drop the fields from the '''Available Fields''' list into the '''Selected Fields''' list. These fields will appear on the organization signup page. Fields in the Selected Fields List can be reordered using drag and drop. 

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Mark Bridger

Smartstaff, administrator

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