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Signup Page

18 bytes added, 17:41, 4 September 2020
Creating an organization lookup style signup page
Reduce the amount of duplicate organizations in your system by using an organization lookup. Some organizations, like a university, may want new users to register under an existing organization in your instance. This can be achieved by allowing new users to search and select their organization from the existing organizations already in your system. The new user can then register under the desired organization. For example: in the research space, you may want to allow researchers to independently register for, and apply to, grants under an existing research body such as a university. Under '''Verification Settings''' choose the '''Internal Organization Lookup''' option on an organization signup page to achieve this. You can also put a manual vetting process in place to approve applicants, if desired. Note selecting existing organizations from your instance reduces the chance of duplicate organization creation, and may be fine for research organizations, but may pose a problem in other verticals such as case management, where you may not want a list of organizations you deal with exposed to the public.
[[File:Signup-ajax.png|thumb|none|800px|User begins typing the name of their organization and if it that organization exists in the your system , the user can select the that organization and attach themselves to that organization.]]
When the user navigates to the lookup signup page they can start typing the name of their organization and they will see a list of organizations meeting that criteria. Once the user selects the desired organization, they enter their user information, and upon submission, the user is created under the chosen organization. Note you can restrict which organization will appear in the lookup by both '''categoryCategory''' and '''statusStatus'''.
===How to setup an organization lookup signup page===
Smartstaff, administrator
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