Account Management


 

Create an Account

 

Overview

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

Instructions

  1. Click Setup New Account on your homepage
    Setup_New_Account.png
  2. Fill in fields
    Create_user.png
    • 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
    Other_Account_Members.png
  4. Click Add Account Member
    Add_Account_Member.png
  5. Enter their information:
    Add_Account_Member_Information.png
    • 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
    Add_Account_Member_Again.png
  7. To add Organizations, view our article Add Associated Users to an Organizational Account
  8. Click Save New User
    Save_New_User.png



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