Who can use this feature?
Owners
Important Notes
If an organizational user is given access to an agency, they'll have access to all categories in that agency. If additional categories are added in the future, the user will not have access to the new categories by default.
The account information will be listed in this section. Unless the account includes unlimited members, there is a limited number of user licenses, including a set number of Owner's licenses. Additional licenses can always be purchased for the account if needed, to add additional members. Contact your Customer Success Manager for pricing.
Owners assign SeeClickFix 311 CRM membership, role, agency access, and category restrictions in SeeClickFix 311 CRM.
Name, email, and password are managed through CivicPlus Account Service after the account exists.
Add a Member
Navigate to the Profile menu, then select Manage Organization:
Select the Members tab:
Click New Member:
Complete the new member fields:
Avatar: Upload a photo for the member's profile.
Note:
All avatar images are public facing.
We recommend a square image for an avatar. In addition, please note that we convert the avatar to 150 by 150 px. We recommend uploading this specific size.
Email: Add the user's email address.
Notes:
If the email address is not already associated with a SeeClickFix 311 CRM account, the user will receive the applicable account setup and organization invitation emails. The user must complete the CivicPlus account setup/sign-in process and accept the SeeClickFix 311 CRM organization invitation before their membership is fully active.
If the email address already has a SeeClickFix 311 CRM account, the Display Name, Default Language, and Default Time Zone will automatically populate based on the user’s account details. The user must accept the organization invitation before these fields can be edited.
First and Last Name: Enter the first and last name for the user.
Note:
If a user with the same email address already exists in SeeClickFix 311 CRM or CivicPlus Account Service, the First Name and Last Name fields may be populated from the existing account. After the CivicPlus account exists, first and last name changes must be made through CivicPlus Account Service.
Display Name: This is the name that will appear publicly to residents. This can be changed by the user at any time.
Handle: This is an internal name that can be used to "tag" other users in an internal comment. This allows users to easily ask a question or loop in another member of the team on a Request. The character limit for a handle is 16. Handles must be unique for each member (inactive or active) in the organization.
Default Language: Our system can be translated into multiple languages. However, this translation only applies to content generated by our system. In other words, this will not translate any user-generated content.
Default Time Zone: Select the time zone for the member.
Organizational Role: Select a role from the list. For a more detailed description of members' roles, see our Differences Between Member Roles guide.
Owner
Manager
Internal Personnel (this role is only available for organizations with the Work package turned on)
Requester (this role is only available for organizations with the Work package turned on)
Category Restrictions: Choose if you wish to restrict member access by request category.
Click Add Member:
Edit a Member
An owner of an organization can edit the avatar, role, display name, handle (including their own), language, and time zone of existing members (a pending member cannot be edited). On the member edit page, an owner can also see the requests and work orders assigned to each member, broken out by status, and the member's auto-assigned request categories.
Important Note
A member’s name, email address, and password are managed through CivicPlus Account Service. Owners can edit SeeClickFix 311 CRM-specific member settings such as role, display name, handle, language, time zone, agency access, and category restrictions.
Owners cannot set or reset a member’s password in SeeClickFix 311 CRM. Members should use the Forgot/Reset Password process for their CivicPlus Single Sign-On account.
Navigate to the Profile menu and select Manage Organization:
Select the Members tab:
Click Edit (paper and pencil icon) next to the desired member:
Make any desired updates:
Avatar: Upload an image for the member to be used. We recommend a square image for an avatar. We convert the avatar to 150 by 150 pixels. We recommend uploading this specific size.
First and Last Name: First and last name changes must be completed through CivicPlus Account Service.
Email: Email address changes must be completed through CivicPlus Account Service.
Display Name: Edit the display name of the member.
Role: Set the role of the member.
Handle: This is an internal name that can be used to "tag" other users in an internal comment. This allows users to easily ask a question or loop in another member of the team on a Request. The character limit for a handle is 16. Handles must be unique for each member (inactive or active) in the organization.
Note:
Owners cannot edit the handles of other owners
Default Language: Choose a default language from the drop-down.
Default Time Zone: Select the appropriate time zone for the member.
Category Restrictions: Choose to restrict member access by request category.
Note:
Within each member's settings, there is an option to restrict which categories and/or agencies a member has access to. Granting access to an entire agency will include access to categories added to that agency in the future.
Select Save Changes:
