This article will walk through how a public user can create a CivicRec account.
Important Note
- The primary account holder will be the first user created on the account and should always be an adult. If setting up a family account, create a "parent" first before you add a child user to the account. Learn more about Primary Account Holders vs Account Members.
Instructions
- On the Public View, click Log In/Create Account
- Select Create Your Account
- Fill in Account Holder fields
- Note: Fields will vary based on your site, including required fields.
- Basics:
- Name (Required): Provide first, middle, and last name
- Date of Birth (Required): Add your birth date
- Gender: Specify gender
- Note: If the Inclusive Gender Options setting is enabled, Non-Binary and Prefer Not To Say will show as options.
- Contact Info:
- Phone 1-3: Enter phone number, type of phone, and the mobile carrier
- Note: If listing a cell phone number, you must select the mobile carrier if you wish to receive text message notifications.
- Email Preferences: Click Add Email to enter an email address and set email notification preferences
- Emergency Contacts: Add emergency contacts for the user
- Note: If the Emergency Contacts Required organization option is enabled, you will be required to add the specified number of emergency contacts before saving.
- Phone 1-3: Enter phone number, type of phone, and the mobile carrier
- Address:
- Address Line 1-2 (Required): Add your address
- City, State, Zip: Enter the zip code, city, and state
- Country (Required): Select the correct country
- County: Enter the residential county or parish
- Address Line 1-2 (Required): Add your address
- Account Settings:
- Primary Email (Required): Enter your email address, this will be the username that you will use to sign in to your account
- Password (Required): Create and confirm a password
- Note: Passwords must be at least 8 characters long and contain characters from at least 3 of the following categories:
- Lowercase letters
- Uppercase letters
- Numbers
- Special characters
- Note: Passwords must be at least 8 characters long and contain characters from at least 3 of the following categories:
- Click Next Step: Other Account Members
- If needed, click Add Account Member to add additional users to the account
- Enter their information
- First/Last: Add the first and last name of the user
- Gender: Select a gender for the user (M = Male, F = Female, NB = Non-Binary, and PNTS = Prefer Not To Say)
- Note: The Inclusive Gender Options setting has to be enabled for Non-Binary and Prefer Not To Say to show as options.
- Birthday/Grade: Indicate their birthday and/or grade
- Click Save & Close to complete the account setup
Comments
Let us know what was helpful or not helpful about the article.1 comment
I arrived at this tutorial when trying to create an account.
There does not appear to be a link to the actual page to log in/create an account for CivicRec from this tutorial, just these directions on how to create the account.
I somehow accidentally got to a page to create an account by clicking on all the tabs above, but none of the steps in the tutorial are options now that I have an account.
I think the tutorial itself is well done from a step-by-step basis, but it's missing the reference to the actual account to be created.
A simple: "Click here to create your CivicRec account" is all that is needed. "On the Public View" doesn't appear to be defined anywhere on this page.
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