Account Management


 

Create a New User

Overview

This article will show you how to create a new User.

Instructions

  1. Search for the person's name to ensure that an account does not already exist
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  2. Click Setup New User
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    • Note: The Primary Account holder should always be an adult, so create a "Parent" first before you create a child account.
  3. Fill in requisite Account Holder fields
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    • Name: Provide first, middle, and last name
    • Date of Birth, Age Group: Provide birthday and general age group
    • Address: Provide the address of the new user (Address Line, Zip Code, City, State, Country)
    • Note: Account Settings information is OPTIONAL, but would allow you to create a login for the user to use during subsequent registrations through the web.
  4. Enter more information, as needed
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    • Basics:
      • Account Type: Select Individual or Organization
      • Gender: Indicate Male or Female
      • School: Enter their school, if applicable
      • Note: Other Basics fields may change, depending on site settings
    • Contact Info:
      • Phone 1-3: Enter phone number, type of phone, and the mobile carrier
      • Email Preferences: Click Add Email to enter an email address
      • 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
    • Address: 
      • Address Line 2: Enter additional address information
      • County/Parish: Enter the residential county or parish
      • Residency Override: Select an option to indicate the user as a resident or non-resident
    • Account Settings:
      • Primary Email: Enter the main email address
      • Username: Create a username
        • Note: A blank field will default the email address as their username
      • Generate Password: Select to create a default password for the user
      • Password/Confirm Password: Create and confirm a password
        • Note: Passwords must be at least eight (8) characters long and contain characters from at least three (3) of the following categories:
          • Lowercase letters
          • Uppercase letters
          • Numbers
          • Special characters
      • User Type: Indicate their user type
      • User Access: Select access groups
      • Note: Account Settings information is OPTIONAL, but would allow you to create a login for the user to use during subsequent registrations through the web.
  5. Select Save New User at the bottom of the page
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