Add/Edit/Remove an Account Flag

This article explains how to add a flag to an account.

Flags can be used to show important information about an account or user. For example, you can use flags to note scholarships or allergies, limit activity registrations, or mark an account as tax-exempt.

Before You Start

You must create the flag before you can add it to an account.

To learn more, review the Create a Flag article.

Add a Flag /Instructions

1. Log in to Recreation Management.

2. Click Accounts. Enter a name, email address, or username in the search field, then click the Search button:
   

   Note:

   You can also search for a user in the Recently Viewed Accounts section:

   

3. Select a user from the search results:

   

4. Click on Add Flag:

   

5. Fill out the information fields:

   • User: Select the user who should have the flag

   • Flag: Choose a flag from the drop-down menu

     Note:

     Learn how to create a flag.

   • Expiration Date: Add a date if you want the flag to expire and be removed from the account on that date

   • Apply Flag to Entire Account: Select this option to apply the flag to all members on the account

   • Apply as Account Alert: Select this option to flag the account as an Account Alert. Account Alerts make important information more visible during key workflows

     Note:

     Learn more about Account Alerts here.

   • Flag Note: Add any notes about the flag

6. Click the Save New User Flag button:

   

7. The flag will appear on the account:

   

Edit a Flag Instructions

1. Log in to Recreation Management.

2. Click Accounts. Enter a name, email address, or username in the search field, then click the Search button:
   

   Note:

   You can also search for a user in the Recently Viewed Accounts section:

   

3. Select a user from the search results:

   

4. Locate the user flag and click the edit user pencil icon.
   

5. Edit the Flag User fields as needed
   

   • User: Select the user who should have the flag

   • Flag: Choose a flag from the drop-down menu

     Note:

     Learn how to create a flag.

   • Expiration Date: Add a date if you want the flag to expire and be removed from the account on that date

   • Apply Flag to Entire Account: Select this option to apply the flag to all members on the account

   • Apply as Account Alert: Select this option to flag the account as an Account Alert. Account Alerts make important information more visible during key workflows

     Note:

     Learn more about Account Alerts here.

   • Flag Note: Add any notes about the flag

6. Click the Save User Flag button
   
   
   

Remove a Flag Instructions

Removing a flag deletes it from the account. If the flag was also used as an Account Alert, the alert will no longer appear after the flag is removed.  

1. Log in to Recreation Management

2. Search for and select a user

3. Find the flag you want to remove

4. Select the X next to the flag

5. Select OK to confirm that you want to remove the flag
   

6. The flag is removed from the account