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.
FAQ
Are there address rules we should follow when creating accounts?
For uniformity and verification of residency, certain organizations prefer the use of two-letter directional abbreviations (NE, NW, SE, SW) instead of writing out the full direction in addresses. Adhere to your local guidelines when setting up accounts.
Is it necessary to set up Local Resident Criteria if I have ArcGIS integration?
No, establishing Local Resident Criteria is unnecessary if you have acquired an ArcGIS integration. Adjusting the criteria within the Recreation Management system while utilizing the ArcGIS integration will lead to incorrect residency status for users.
Do I need to set up residency criteria if I don't plan to use it for pricing?
If you do not intend to use residency for pricing decisions, there is no need to set up the criteria. Nevertheless, establishing this can be beneficial for reporting, such as tracking the number of residents who use services in comparison to non-residents.
What if a member of the public does not have an email address or wish to provide one?
Customers who lack an email address or prefer not to share it with staff can still create their accounts using the “Limited Public User” option during the account setup process with staff. This Limited Public User feature is exclusively accessible to Internal Staff. The general public will not have visibility of this option.
I need help with my username or password—who should I contact?
Please reach out to your CivicRec Implementation contact or our Support Team; we’ll help you reset credentials or verify account access.