Registration Pages – Foundant Technologies

When an applicant registers for a new account in your GLM or SLM site, they will first need to fill out the information on your 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 (if applicable). 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.

For reference, the fields are listed below as well, with an asterisk next the fields set as required by default:

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.

For reference, the fields are listed below as well, with an asterisk next the fields set as required by default:

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 will then be asked if they are the executive officer for their organization.

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.

Modifying the Registration Pages

If desired, there are several modifications that Foundant can make to your registration pages. It's recommended that you discuss these changes with the Client Success Team, as there can be implications in reporting and other areas of the system by making changes to these pages. When you're ready to make changes, the Client Success Team can assist you, or you can reach out to Support.

User Custom Fields and Organization Custom Fields can be added to these pages, allowing you to collect additional information at registration.
- Please note that custom fields cannot be added to the executive officer section in GLM sites.
Question labels can be modified.
- Please note that we do not recommend modifying labels to repurpose fields, as this would have 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:
  - 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.