Add New Account Member to Existing Account

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

2. Select Add Account Member

3. 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

4. Click Save Account Member at the bottom of the page