Account Management


Create an Account



This article will show you how to set up a new Account.


  1. Click Setup New Account on your homepage
  2. Fill in fields
    • Note: Fields will vary based on your site, including required fields.
    • Basics:
      • Account Type: Select Individual or Organization
      • Name: Enter First Name / Middle Name / Last Name / Other information (Jr, Sr, etc)
      • Date of Birth, Age Group: Enter a birthday OR age group
      • Gender: Choose Male or Female
    • Contact Info:
      • Phone: Enter your phone number, label, and mobile carrier
      • Email Preferences: Click Add Email to add a primary email address and select notifications
      • Apply Contact Changes To Other Household Members: Check to enable
    • Address
      • Address Line 1 / 2: Enter street information
      • Zip, City, State: Add additional location information
      • Country: Select country
      • Residency OverrideChoose between three options:
        • User's Address Determines Residency: Default choice
        • Force User as Resident: Indicate the user as a resident, regardless of their address
        • Force User as Non-Resident: Indicate the user as a non-resident, regardless of their address
    • Account Settings:
      • Primary Email: Add a primary email
      • Username: Leaving blank will use email
      • Generate Password: Check to use a system-generated password; leave blank to create your own password
        • Note: Passwords must be at least 8 characters long and contain characters from at least 3 of the following 4 categories: lower case letters, upper case letters, numbers, special characters
      • User Type: Choose Internal or Public User
      • Deactivated User: Check to indicate the user is inactive (an Unused Account)
  3. Navigate to Other Account Members to add new associated account members
  4. Click Add Account Member
  5. Enter their information:
    • First/Last/Gender: Add first and last name and indicate their gender
    • Birthday/Age Group/Grade: Indicate their birthday, age group, and/or grade
  6. Click Add Account Member again to create another account member
  7. To add Organizations, view our article Add Associated Users to an Organizational Account
  8. Click Save New User

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