This article will show you how to set up a new account in CivicRec.  

Important Notes

• Make sure you are entering a valid email address that the user will have access to when creating the account. 
• The Primary Account Holder should always be an adult, so create a "Parent" first before you create a child account. Learn more about Primary Account Holders vs Account Members.

Instructions

1. Click Setup New Account on your homepage
   
2. Fill in the information fields
   
   
   • Note: Fields will vary based on your site, including required fields.
   • Basics:
     • Account Type: Choose Individual, or set up an Organization account
     • Name (Required): Provide first, middle, and last name
     • Date of Birth (Required), Age Group: Enter a birth date or select age group
     • Gender: Specify the gender of the user
       • Note: If you have enabled the Inclusive Gender Options setting, Non-Binary and Prefer Not To Say will show as options.
   • Address:
     • Address Line 1 (Required): Add the address of the new user
     • Address Line 2: Enter additional address information
     • Zip/Postal Code, City/Municipality, State/Providence (Required): Enter the zip code, city, and state for the user
     • Country (Required): Select the correct country for the user
     • County/Parish: Enter the residential county or parish
     • Residency Override: Select an option to indicate the user as a resident or non-resident
       • Note: Learn how to set residency to require staff approval. 
   • Contact Info:
     • Phone 1-3: Enter phone number, type of phone, and the mobile carrier
       • Note: If listing a cell phone number, you must select the mobile carrier if the user wishes to receive text message notifications.
     • Email Preferences: Click Add Email to enter an email address and set email preferences
     • 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
     • Emergency Contacts: Add emergency contacts for the user
       • Note: If the Emergency Contacts Required organization option is enabled, you will be required to add the specified number of emergency contacts before saving the user. 
   • Account Settings:
     
     • Primary Email (Required): Enter the primary email address of the user
       • Note: Make sure this is a valid email address that the user will have access to, this will be the username they will use to sign in to their account.
     • Generate Password: Select to create a default password for the user
       • Note: This option will only display for organizations that are not using CivicPlus Single Sign-On (SSO).
     • Password/Confirm Password: Create and confirm a password
       • Note: This option will appear only for organizations that are not using CivicPlus SSO and if you do not select Generate Password.
       • Note: Passwords must be at least 8 characters long and contain characters from at least 3 of the following categories:
         • Lowercase letters
         • Uppercase letters
         • Numbers
         • Special characters
     • 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
     • User Access: Select access groups
       • Note: This option is not available for Public Users.
3. Navigate to Other Account Members to add new associated account members
   
4. Click Add Account Member
   
   
5. Enter their information
   
   
   • First/Last: Add the first and last name of the user
   • Gender: Select a gender for the user (M = Male, F = Female, NB = Non-Binary, and PNTS = Prefer Not To Say)
     • Note: You must enable the Inclusive Gender Options setting for Non-Binary and Prefer Not To Say to show as options.
   • Birthday/Grade: Indicate their birthday and/or grade
6. Repeat steps 4-5 to add all of the desired account members
7. Navigate to the Organization tab
   
8. If applicable, click Add Item
   
   
9. Search and select an organization to associate with the account
   
   
   • Note: Learn how to Create an Organizational Account. 
10. Click Save New User
    
    

Resources

• Account Holder vs Account Member