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This Section explores how to establish and manage a system that requires all new user accounts to have residency manually approved by a staff member. This is an alternative to setting up Local Resident Criteria or utilizing an ArcGIS Integration.
Video Instruction
Please watch the video to learn about Residency Requiring Staff Approval. Once finished, review how to apply what you learned in the system before returning to the training library.
When to Use
These configurations can be beneficial for communities with strict residency requirements.
Organizations that require proof of residency (such as a Copy of the user’s driver’s license or ID)
HOA Communities
How to Apply
While learning how to utilize Residency Requiring Staff Approval, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.
Please complete the following:
Enable the Organization Option Force Public Users to be Non-Residents
Create your custom report for Non-Resident Public Users
Create the appropriate communications for your users to know the residency requirement and approval process
Practice Forcing a User as Resident on a test public user Account
Additional Resources
Here are helpful articles about configuring Residency Based on Staff Approval for your reference:
Related Lessons
If you are interested in learning more, try completing these lessons:
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