This article will show you how to add an account member to an existing user account. This may include a spouse or child account.

Instructions

Search and select a user account
Select Add Account Member
Fill out the information fields for the new account member
- Basics:
  - Name: Provide first, middle, and last name
  - Date of Birth: Add the birthday of the user
  - Grade: Select the current school grade, if applicable
    Note:
    Other Basics fields may change, depending on Site Settings.
- Contact Info:
  - Email Preferences: Click Add Email to enter an email address
  - Emergency Contacts: Add emergency contacts for the user
  - Use Parent Contact Info: This option will automatically be selected to copy the contact information from the parent account
  - Phone 1-3: Enter phone number, type of phone, and the mobile carrier
    Note:
    This option will only display if Use Parent Contact Info is unchecked.
- Address:
  - Residency Override: Select an option to indicate the user as a Resident or non-resident
  - Use Parent Address: This option will automatically be selected to copy parent address information
  - Address Line 1-2: Provide the street address
    Note:
    This option will only display if Use Parent Address is unchecked.
  - Zip Code, City, State: Enter ZIP code, city, and state
    Note:
    This option will only display if Use Parent Address is unchecked.
  - Country: Select the country
    Note:
    This option will only display if Use Parent Address is unchecked.
  - County/Parish: Enter the residential county or parish
    Note:
    This option will only display if Use Parent Address is unchecked.
    Account Settings:
  - User Type: Indicate if they are a Public User or Internal User/Staff Member
  - Limited Public User: Limited Public Users come with limited functionality and will not be able to log in to their account until an email address is provided
  - Deactivated User: Check to deactivate the user
Click Save Account Member at the bottom of the page

Add Associated Users to an Organizational Account

Instructions