Account Management


 

Add Existing CivicRec Member to an Account

 

Overview 

This article will show you how to add existing members within the CivicRec system to an account.

Instructions

  1. Search and select a user
    search_and_select_user.jpg
  2. Under Account Actions, select Add Existing Account Member
    select_add_existing_account_member.jpg
  3. In the Attach User box, search and select a user
    search_and_select_existing_user_to_add.jpg
  4. Click Submit
    select_submit_to_add_existing_member_to_account.jpg
  5. View existing user on your account
    view_existing_member_in_account.jpg



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