Add New Account Member to Existing Account

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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

  1. Search and select a user account search and select account

  2. Select Add Account Member Add Account Member button on the account screen.

  3. Fill out the information fields for the new account member create user

    • 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

  4. Click Save Account Member at the bottom of the page save account member

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