This article highlights the different abilities of an Account Holder vs. an Account Member in CivicRec.  

Primary Account Holder Abilities

• Should be created/listed first on the account. The Account Holder should be a guardian or “Parent” of the rest of the household or “Account Members”
• Required to have a username and password to log into the Public View (unless the Limited Public User setting is turned on)
• Can edit their own information as well as all other Account Member’s information
• Can add new Account Members
• All rentals booked by the household will be listed under the Account Holder’s name
• Can register themselves or other account members for programs
• Cannot be deactivated
• Can view Account Statements, Transaction History
• Can Manage Memberships and Payment Accounts
• Can add or change Contact Preferences

Account Member Abilities

• Can have an optional username and password to log into the Public View
• Can edit their information and other Account Member’s information but cannot edit the Primary Account Holder’s information
• Can add new Account Members
• Cannot book rentals - All rentals will be listed under the Account Holder’s name
• Can register themselves, other account members, and the primary account holder for a program
• Can be deactivated
• Can view Account Statements, Transaction History
• Can Manage Memberships and Payment Accounts
• Can add or change Contact Preferences

Resources

• Create an Account
• Add New Account Member to an Existing Account
• Create a Public Account
• Create and Manage Accounts