Registration Pages – Foundant Technologies

When an applicant registers for a new account in your Grant Lifecycle Manager (GLM) or Scholarship Lifecycle Manager (SLM) site, they will first need to fill out the information on the registration pages. For GLM sites, this includes the Organization registration page and the User registration page. For SLM sites, it includes only the User registration page.

The information collected during registration is always available on the applicant's User Summary page and Organization Summary page. This information is, therefore, also connected to any requests created by the applicant in your site and can be pulled into reports. Because of this, you do not need to collect any of the registration information on forms within your processes.

Organization Registration Page

The default Organization registration page is shown below as well as a list of fields for reference. Asterisks indicate required fields.

Organization Name
EIN / Tax ID
Web Site
Telephone Number
Organization Email
Address 1
Address 2
City
State
Postal Code
Country

User Registration Page

The default User registration page is shown below as well as a list of fields for reference. Asterisks indicate required fields.

Prefix (Mr, Mrs, Ms, Mx, etc.)
First Name
Middle Name
Last Name
Suffix (Sr, Jr, III, etc.)
Business Title
Email / Username
Email / Username Confirmation
Telephone Number
Mobile Number
Address 1
Address 2
City
State
Postal Code
Country

In a GLM site, the user is next asked if they are the executive officer for their organization.
executive officer question

If they select Yes, they will have another opportunity to complete any optional User registration page fields they previously left blank.
If they select No, they will be asked to enter the contact information for their organization's executive officer. The fields are the same as those on the first User registration page.

Modify the Registration Pages

There are several modifications that Foundant can make to a site's registration pages. Discussing these changes with the Client Success Team is recommended as there can be implications in reporting and other areas of the system by making changes to these pages. The Client Success Team can then assist with making the changes.

User Custom Fields and Organization Custom Fields can be added to these pages, allowing additional information to be collected at registration.
- Custom fields cannot be added to the executive officer section in GLM sites.
Question labels can be modified.
- Modifying labels to repurpose fields is not recommended as this has implications in reporting.
Instructions can be added to questions.
Questions can be made optional or required, and questions can be hidden from a registration page.
- Questions that must remain required include the following:
  - Organization Name (GLM sites)
  - Applicant First Name
  - Applicant Last Name
  - Email / Username
Page headers and instructions can be added.
Validation expressions can be added to questions, restricting responses to a specific format.
The executive officer section can be hidden in GLM sites.
A duplicate tax ID message can be added, alerting the applicant if the tax ID for their organization already exists in the site.