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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create a Staff User

  • Updated:

This article will show you the steps to creating a staff user on an account. This can be used when you are adding new staff members. 

 

Important Note

 

Instructions

  1. Create an account in Rec as normal 
    Note: Make sure you set the user up as an internal User, if you don't these steps will not apply.
  2. The user will receive an email asking them to validate their account
    New account validation email.
  3. Once the user clicks on Validate Account, they will be able to set a new password
    Password fields.
    Note: View password requirements.
  4. Once they successfully set a password they will be redirected to a confirmation page
    redirect page.
  5. If they select Click here to sign in, it will take them to the SSO login page which currently has no access to Rec. So, once they complete the steps above they need to log in at one of the following URLs: 
  6. You can check if a user account has been validated
  7. If you or your customer needs to reset the password for a user, open their account in Rec and click Reset CivicPlus Password 
    reset civicplus password button.
  8. You can also have them select and complete the Forgot Password process

 

Resources

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