CivicRec clients using CP Pay will have a planned outage on 9/25 starting at 10 pm CST. Payment processing will be unavailable for a minimum of 2 hours while we complete database maintenance.

Account Management


Add New Account Member to Existing Account



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


  1. Search and select a user account
  2. Select Add Account Member
  3. Create new account member
    • Basics:
      • Account Type: Select Individual or Organization
      • Name: Provide first, middle, and last name
      • Date of Birth, Age Group: Provide birthday and general age group
      • Gender: Indicate Male or Female
      • School: Enter their school, if applicable
      • Note: Other Basics fields may change, depending on site settings
    • Contact Info:
      • Use Parent Contact Info: Select this option to automatically copy parent info
      • Phone 1-3: Enter phone number, type of phone, and the mobile carrier
      • Email Preferences: Click Add Email to enter an email address
      • Apply Contact Changes To Other Household Members: Any changes you make to contact information for this account holder will apply to all members of the account
    • Address:
      • Use Parent Address: Select this option to automatically copy parent info
      • Address Line 1: Provide the street address
      • Address Line 2: Enter additional address information
      • Zip Code, City, State: Enter ZIP code, city, and state
      • Country: Select the country
      • County/Parish: Enter the residential county or parish
      • Residency Override: Select an option to indicate the user as a resident or non-resident
    • Account Settings:
      • Primary Email: Enter the main email address
      • Username: Create a username
        • Note: A blank field will default the email address as their username
      • Generate Password: Select to create a default password for the user
      • Password/Confirm Password: Create and confirm a password
        • Note: Passwords must be at least eight (8) characters long and contain characters from at least three (3) of the following categories:
          • Lowercase letters
          • Uppercase letters
          • Numbers
          • Special characters
      • User Type: Indicate their user type
      • Deactivated User: Check to indicate the user is inactive (an Unused Account)
      • User Access: Select access groups
      • Note: Account Settings information is OPTIONAL, but would allow you to create a login for the user to use during subsequent registrations through the web.
  4. Click Save Account Member at the bottom of the page

I'd Like to Request an Enhancement

1 out of 1 found this helpful


Article Feedback