Migrating to CivicPlus Single Sign-On

Recreation Management (CivicRec) integrates with CivicPlus Single Sign-on to streamline logins across products and enhance password security. This article walks through the migration process for staff users.

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Update Staff Accounts
Schedule a Migration Date
Account Validation

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1. Update Staff Accounts

To identify which users may be impacted, run the People Finder report to view staff usernames.

Correct any accounts with the following issues:

Staff users are required to be on their own account without any additional household members
- If there are additional household members on a Staff account during migration, the Staff user will not be able to login to the internal side of Recreation Management (CivicRec)
- It is best practice for staff to have separate accounts for personal and work purposes
Staff users are required to have a phone number in the Phone 1 field
The Username field is required to be a valid email address
It is recommended that the Email and Username fields match

Note: The email used needs to be a real email so they can reset their password if they were to forget it. It does not need to be an email address connected to your domain unless you are using a custom identity provider integration (Active Directory Federation Service (ADFS), Okta, Azure Active Directory).

Username, email, and phone columns on the People Finder report.

Option 1: Have an Admin Bulk Create the Single Sign-On Accounts (Preferred)

You may request access to import users with a CSV file. This will simplify the process of option 1 and a mass email can be sent out to all staff with instructions that they need to confirm their email and set their password.

Option 2: Have Users Create Single Sign-On Accounts Before Migration

If your staff members do not already have access to another CivicPlus product using CivicPlus Single Sign-On, they may create an account. This will allow them to verify their email address and set up a password prior to migration.

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2. Schedule a Migration Date

After the accounts have been adjusted, contact your Implementation Consultant or Support Agent to schedule a date/time for migration.

Once a migration date has been set for your organization, you will see a message on the login screen letting internal users know if they are using a username instead of an email address, they (or an admin) will need to update their username to an email address so they can continue to log in.

A migration notification on the CivicRec login screen.

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3. Account Validation

Once we perform the migration, users will get an email from no-reply@civicplus.com with a link to verify their email addresses. They have 6 minutes to click the link in the email before it expires. If they miss that timeframe, they can still click the link, but it will send them a new validation email.

Note: Before migrating, you should add the following email address: noreply@civicplus.com to your approved list. Otherwise, authentication emails may be blocked by spam filters and may not reach the user's inbox.

An example of the new account validation email.

Once the user clicks the Validate Account button, they will be taken to a page to create and confirm their new password. View the password requirements.

The create password text fields.