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Step 2:

In the "Notifications" settings you have two choices:

  1. Copy the existing notification settings from any existing properly set Group you are already admin of → click on the grey button "Copy from Organization/Group..." and go to Step 2.1
  2. Create a new notification settings by yourself → click on the green button "Add..." and go to Step 2.2

You would need two notifications set:

  • Invitation - a user will get that message when you'll invite her/him
  • Approved - a user will get that message when you'll approve his registration form (both manual or automatic)
Info

Note: You can modify it later no matter what way it was created. 



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Step 5.2:

Create a new application form settings by yourself.

We need to add all items to the application form one by one. For our example we will need to add 7 different items:

  • Header
  • Input text field for the given name
  • Input text field for the surname
  • Input text field for the mail
  • Custom HTML text - the separator (line)
  • Custom HTML text - already member message when user try to register twice
  • Submit button

As this is very complex, we strongly recommend to copy any existing form.

It is not the intention of this guide to teach you how to create new application forms with all details.


Warning

Important: All items have to be added and then configured properly. Also every application form need to have a "Submit" button, otherwise it can't be used by a user.



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Step 6:

Configure the application form.

There are some settings you can define to set up behaviour of the invitation process. One of the most important is the "Approval style".

You can support two forms:

  • Initial form (for invitation purpose)
  • Extension form (for re-registering purpose if your group membership is for specific time only - for example 1 year)

For both types of form you can set up two different Approval styles:

  • Manual (you need to approve every registration manually)
  • Automatic (all registration to the group using the invitation link will be approved by automatic)


Info

Note: In the GEANT we do expect, that the invitation link was send only to the particular user we have invited. For that reason, the Approval style is set to Automatic.



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