Smartstaff, administrator
3,576
edits
Changes
→How to Set up a User Signup Page
# 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 helps differentiate user signup pages 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 Change the '''Access Type''' to '''User Access'''if you want the user to be able to login.# Add desired roles to be assigned in For '''Roles to Add'''select the desired roles to be assigned to the user.
# 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 may 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.If you are adding the address fields, typically the country input should appear above the state/province drop down so that the list of states or provinces can be filtered based on the country.
# Click '''Save'''.
