Used to configure the registration process for new users.
Login
Page Instructions:use to enter
instructions to be displayed on the login / signup page.Instructions may be entered as plain
text or in HTML format.You may use
the PortalProdigy document editor to format
your instructions.
Registration
Form:selects a registration
form for the new user signup process.You may create a form using Quick Registration Builder and select
that form or you may select one of the following built in options:
Use Default - sets new user signup to the built in two-part
long form that is also used by Edit Profile option.
Become a Member - sets the new user signup to go to the
option specified by the Become a Member Go To field.This option is typically used to
specify a specific Membership Type or a page that displays Membership
Type choices to the user.Using
Membership Types provide the use of advanced user signup features such as
automatic assignment of contact type and security groups, option to
require online acceptance of terms and conditions, option to require
completion of an application, and options to collect of fees.Even though you may not offer
memberships in the traditional sense, think of Membership Types as
advanced user signup.For
additional information, see the chapter of this guide titled Membership
Features in Detail.
When creating a form using Quick Registration Builder, be
sure to select the form after you return to the User Signup page.
Quick
Registration Builder: used
to access the Quick Registration Builder feature.Quick Registration Builder allows you to
create customized registration forms.
Become
a Member Go To: click the link builder icon to specify where to go
when the Registration Form option is set to Become a Member.
Password
Minimum Length:sets the
required minimum length of user passwords.
Enable
Signup on Login Page:set to Yes to display the Signup link on
the Login Page.Set to No, to remove the Signup link from
the Login Page.
Name
Required for default Signup:set to Yes to require the
user’s name.
Address
Required for default Signup:set
to Yes to require the user’s
address.
Email
Required for default Signup:set
to Yes to require the user’
email address.It is recommended to
require an email address.
Phone
Number Required for default Signup:set to Yes to require
the user’ phone number.
Default
Contact Menu:used to select a
default menu that is assigned to new users.The assigned contacts’ menu can be
changed using Contact Management.Contact Menus allow specialized menus to be created for individuals
and groups of users.
Default
Country:if you want the signup
process to provide a default value for the Country field in addresses,
select a country, otherwise leave blank.It is highly recommended to set a default country.
Default
State/Province:if you want the
signup process to provide a default value for State/Province field in
addresses, select a country and a state/province, otherwise leave blank.
Auto
Broadcast Template:selects a
template for the automated email that is sent to new users after they
signup.This allows you to create a
personalized thank you email.Templates are created using Broadcast Management.
Response
Notification Email:specify an
administrator’s email address to receive an email for each new user
registration.
Response
Notification Template:selects
a template for the automated response notification email that is sent to
administrator specified by Response Notification Email address field.Templates are created using Broadcast
Management.Response Notifications
can be customized to include any of the contact data provided by the new
user during registration.
Sample
Biography:used by the Press
Release Feature to provide an example biography for users.
Sample
Closing Statement:used by the
Press Release Feature to provide an example press release closing
statement for users.
Manage:Countries link is used to access
Countries Management.Contact
Types link is used to access Contact Type Management.
