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Assign a Status to a Specific User

 

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 located to the right of the Regpack logo.

 

 

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.

 

 

The assigned status will then appear on the right side of the registration panel.

 

assign status specific user

 

Create a New Status

 

If you need to create a new status for the user, simply click the green “Create New Status” button.

 

create new status

 

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 is archived when in that status. Be sure to check the box if you’d like to create an archived status.

 

Making a User Inactive 

 

When a user is archived, 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 archived 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.