Account Management


 

Create an Account

Who can use this feature?

System_Admin.png

 

Overview

This article will show you how to create a user and initially associate other account members and organizations. 

To fulfill the minimum requirements, you just have to fill out the required Account Holder information. You are not required to associate other account members and organizations. 

Instructions

  1. Click Setup New Account
    Setup_New_Account.png
  2. Fill in required Account Holder information
    AccountHolder.png
    • Note: Fields may vary site to site.
    • Name: Insert a First Name, Middle Name, Last Name
      • Use the drop-down to identify a Jr., Sr., or other hierarchical name types (I, II, etc)
    • Date of Birth, Age Group: Insert a birthday or use the drop-down to identify a general age group (Youth, Adult, Senior)
    • Liability Waiver: Check to confirm the user agrees to the Liability Waiver
    • Address Line 1: Insert the user's address
    • Zip/Postal Code, City/Municipality, State: Insert the user's Zip code, city, and state
    • Country: Select the user's country
    • Note: It is also important to note the user's User Type. Select either Public User or Internal User/Staff Member.
  3. Add other Account Members in the Other Account Members tab
    OtherAccountMembers.png
  4. Click Add Account Member
    AddAccountMember.png
  5. Insert Other Account Member information:
    OtherAccountMemberInformation.png
    • First Name
    • Last Name
    • Identify whether Male (M) or Female (F)
    • Insert the user's Birthday
    • Identify the user's Age Group (Youth, Adult, Senior)
    • Select the user's Grade (preschool thru 12th grade)
    • Click the X to delete the Account Member
    • Click Add Account Member again to insert another Account Member
  6. Use the Organization tab to add an Associated Organization
    Organization.png
  7. Click Add Item
    AddItem.png
  8. Use the Search bar to find and select an existing Organization or User Account
    SearchOrganization.png
  9. Click Save New User at the bottom
    SaveNewUser.png



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