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
    rec_search_select_user.png
  2. Under Account Actions, select Add Existing Account Member
    add_existing_account_member.png
  3. In the Attach User box, search and select a user
    test_user.png
  4. Click Submit
    submit2.png
  5. View existing user on your account
    new_user.png



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