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