Add a Flag to an Account

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This article will show you how to add a Flag to an account. Flags can be used in many ways, such as to note scholarships or allergies, restrict activity registrations, and set an account as tax-exempt.

Instructions

  1. Log in to Recreation Management

  2. You will first need to create flags

  3. Search and select a user
    Search_and_Select_User-RM.pngHighlighted Search bar and selected user on the accounts page.

  4. Select Add FlagUser account with the Add Flag item line highlighted.

  5. Fill out the information fields User flag creation interface with fields for user, flag, expiration date, and notes.

    • User: Select the user

    • Flag: Choose a flag from the drop-down

      Note: Learn how to create a flag.

    • Expiration Date: Add a date, if desired, that the flag will expire and be removed from the account

    • Apply Flag to Entire Account: Check to apply the flag to all members within the account

    • Flag Note: Add any notes

  6. Click Save New User Flag Create User Flag window with the Save New User Flag button highlighted.

  7. The flag will appear on the account Highlighted account flag notice on an account.