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Limited Public User

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Limited Public User is an account type that allows users to be set up in CivicRec but not have login access from the public page or the ability to manage their own account. This type of account is typically used for walk-up users or users that do not have an email address.

 

You will see a checkbox on the user account creation screen. By checking the Limited Public User box, the email address will no longer be a required field on the account.

 

limited public user

 

There is an organization option in CivicRec to turn off the Limited Public User type if you would like to require all users to have an email address. By default, this functionality is enabled.

 

Turn Off Limited Public User

Instructions

  1. Navigate to Configuration > Organization > Organization Options 
    org options
  2. Search for Limited Public User 
    search limited public user
  3. Select No from the Value drop-down
    no limited public user
  4. Select Save Settings 
    save settings

 

Upgrade a Limited Public User to a Regular Public User

Instructions

  1. Follow the steps to Edit the User you wish to upgrade
  2. Uncheck the Limited Public User box
    uncheck limited public user
  3. Enter a Primary Email address for the user
    primary email
  4. Select Save User
    save user
    • Note: The user will receive an email to verify their account and set a password. This will give them access to their online account and transaction history.
    • Note: Once a limited public user has been upgraded to a full account their access cannot be removed. If they should no longer be able to access their account, mark their account as a deactivated user or add a prevent access flag.

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