C2. Account Creation & Residency Criteria

Local Residency Criteria can be an essential reporting tool for tracking data on your customer engagement. Local Resident Criteria are configured within the system when you need to distinguish between residents and non-residents during the Account creation process for staff and public Users.

Important Note:

Setting up Local Resident Criteria is not needed if you have purchased an ArcGIS integration.

Video Instruction

Please watch the video to learn about Account Creation and Residency Criteria. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Organization Information, Policies, and Logo.

When to Use

Some example uses of Local Residency Criteria can include:

• Different Rates for Facility Rentals and Programs

• Membership pricing

• Various other discounts and additional fees

How to Apply

While learning how to utilize Account Creation and Residency Criteria, 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:

• Create Internal/User accounts for staff and assign the appropriate staff members to the Administrator access group.

• If you are currently Implementing your software, create Test public user accounts. You will want to add Test or Fake in the First or Last Name field to ensure that it is removable from the system at the end of the Implementation Project.

• Determine how you wish to identify residents and non-residents in the system and enter it in the Local Resident Criteria Section if not using ArcGIS Integration.

If you do not plan on utilizing residency to determine the pricing of services, decide if you want to set up residency criteria for reporting purposes and inform your CivicPlus Representative.