This article explains how a new SeeClickFix 311 CRM staff user completes account setup after being added to an organization’s member list.
Important Notes
If you already have a CivicPlus account, use that account to accept the SeeClickFix 311 CRM organization invitation. Do not create a separate account.
Users may receive both a CivicPlus account setup email and a SeeClickFix 311 CRM organization invitation email.
Name, email address, and password are managed through CivicPlus Account Service.
Instructions
After being added to the organization, an account creation confirmation email will be sent from the CivicPlus Platform; select Validate Account to get started
Complete the form to set a password
Email: The email that will be used to log into the account (use the same one that you received the account creation confirmation email)
Password: The password that will be used to log in to the account
Confirm Password: Verify the password
Open the organization invitation email from SeeClickFix 311 CRM, and select Accept Invitation
Sign in with your CivicPlus account to accept the invitation
To complete Registration, agree to the Terms of Use, then select Register
Once registered, you'll be taken to your organization's memberships page; select CRM Dashboard to be redirected to the organization's Request list page
