[[File:Signup-user.png|thumb|none|800px|Sample user signup page]]
Before you create a signup page, you will need to create an '''Associated Organization'''. An '''Associated Organization''' can be seen in the organization hierarchy and acts as a holding organization. Any new users or organizations created will appear under the Associated Organization in the hierarchy. Typically, you will create an organization in the '''External Hierarchy''' and name it something like '''Web Registrants''', '''US Organizations''', '''International Organizations''', '''Non-profits''', etc. Once you have an associated organization setup, you will need a role to assign to new users. '''Roles''' are a way of grouping like users together and we use roles to control what the user can see and do in the system. Lastly, you may want to setup a status for users. '''Statuses''' are like a place in time; for example, you might use a “New Registrant” status for new registrants, and later once they have been vetted or approved, you switch them to an “Active” Status.
When you create a user signup page, make sure you enter a description. You will likely have multiple signup pages attached to the same associated organization, and the description input will be the only way you can tell them apart on the organization signup configuration page.
===How to setup a user signup page===
# Go to the '''Menu Icon''' Icon > '''Global Settings''' > '''Users''' Tab and click on the > '''Signup Pages''' Link.
# Click the '''New Signup Page''' button in the action bar. It looks like a plus sign.
# Choose an '''Associated Organization''' via the lookup. New users will be created under the associated organization. Generally, you want to select an external organization.
# You may want to consider disabling Enter a description. This is not seen by your applicants but it is important as it is the '''CAPTCHA'''; see below for more detailsonly way you can tell user signup pages apart when you are picking one from the organization signup configuration page.
# If you want the user to be able to login, change the '''Access Type''' to '''User Access'''.
# You may wish to set the '''Default status'''. For example, if you have a manual vetting process you could start all users in a '''New Registrant''' status and then move them to a '''Vetted''' status once your internal process is complete.# Add/remove any desired roles desired. '''Roles''' group like users together and control what they can see and do in the system.# Change the content on Modify the signup page content and confirmation page with a custom messagecontent as desired. Typically, in the instructions you will might want to add something like '''Fields marked with a red asterisk are required.''' And then append that with phone number or email of who to contact for assistanceif the user is having trouble registering. On the confirmation page content you may might want to add something to the affect of like '''Your username check your email and password have been emailed to you''' or '''check 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. You can also Once fields are in the '''Selected Fields''' list you drag and drop fields to reorder fields. Lastly them or hover over a field to remove it via and click the small grey grey '''x''' buttonto remove the field from the list.
# Click '''Save'''.
