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Create a Staff User

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This article will show you the steps to creating a staff user on an account. This can be used when you are adding new staff members.

Important Note:

This does not apply to accounts that have not yet been migrated to Single Sign-On/Organizations.

Instructions

  1. Create an account in Recreation Management as normal

    Note:

    Make sure you set the user up as an internal user, if you don't these steps will not apply.

  2. The user will receive an email asking them to validate their account New account validation email with a link.

  3. Once the user clicks on Validate Account, they will be able to set a new password Validate account with Password fields.

    Note:

    View password requirements.

  4. Once they successfully set a password they will be redirected to a confirmation page Redirected page for password reset confirmation.

  5. If they select Click here to sign in, it will take them to the SSO login page which currently has no access to Recreation Management. So, once they complete the steps above they need to log in at one of the following URLs:

  6. You can check if a user account has been validated

  7. If you or your customer needs to reset the password for a user, open their account in Recreation Management and click Reset CivicPlus Password Edit User Fields withReset civicplus password button highlighted.

  8. You can also have them select and complete the Forgot Password process