Assigning statuses is a convenient way keep your users organized as they move through the registration process. Each user can be assigned a specific status, which can then be filtered and reported on. Additionally, status can also be used to designate users as active or inactive.
To begin, make sure you are in the User Management interface by selecting the Users tab.
Click the status box located to the far right of the user’s registration panel.
A box will open up displaying the existing statuses as well as a button which allows you to create a new status. (Click here for instructions on creating a new status).
Select the status you would like to assign under “Set Status”.
The assigned status will then appear on the right side of the registration panel.
Create a New Status
If you need to create a new status for the user, simply click the +Create New Status button at the bottom of the pop up.
You will see a box open up, allowing you to enter the name of the status, assign a color to the status and also select whether a user should be marked inactive when assigned that status.
When you’re done, click the green “Update Status” button at the bottom right.
You can also create a new status from any page in the system by going to Tools and “Edit Statuses”
Making a User Inactive
When a user is inactive, they will not count against your total user total when it comes to billing.
Simply archive any user or group of users by assigning them an “inactive” status.
Using Status to Trigger
Regpack allows you to set triggers based on certain statuses, including sending an email and adding forms to the user’s registration.
A great example of this is a multi-step application. If a process requires say, an internal review (like a scholarship or pre-requisites), once a user is approved to move on to the next step, a simple change in their status can trigger a “Welcome” email as well as the next stage of forms they need to complete.