This article will show you how to add an account member to an existing user account. This may include a spouse or child account.  

Instructions

1. Search and select a user account
   
2. Select Add Account Member
   
3. Fill out the information fields for the new account member
   
   
   • Basics:
     
     • Name: Provide first, middle, and last name
     • Date of Birth: Add the birthday of the user
     • Grade: Select the current school grade, if applicable
     • Note: Other Basics fields may change, depending on site settings.
   • Contact Info:
     • Email Preferences: Click Add Email to enter an email address
     • Emergency Contacts: Add emergency contacts for the user
     • Use Parent Contact Info: This option will automatically be selected to copy the contact information from the parent account
     • Phone 1-3: Enter phone number, type of phone, and the mobile carrier
       
       • Note: This option will only display if Use Parent Contact Info is unchecked. 
   • Address:
     • Residency Override: Select an option to indicate the user as a resident or non-resident
     • Use Parent Address: This option will automatically be selected to copy parent address information
     • Address Line 1-2: Provide the street address
       
       • Note: This option will only display if Use Parent Address is unchecked. 
     • Zip Code, City, State: Enter ZIP code, city, and state
       • Note: This option will only display if Use Parent Address is unchecked. 
     • Country: Select the country
       • Note: This option will only display if Use Parent Address is unchecked. 
     • County/Parish: Enter the residential county or parish
       • Note: This option will only display if Use Parent Address is unchecked. 
   • Account Settings:
     • User Type: Indicate if they are a Public User or Internal User/Staff Member
     • Limited Public User: Limited Public Users come with limited functionality and will not be able to log in to their account until an email address is provided
       
     • Deactivated User: Check to deactivate the user
4. Click Save Account Member at the bottom of the page
   

Resources

• Account Holder vs Account Member