Create an Administrator Account

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This article will detail how to set up a SeeClickFix 311 CRM account using Single Sign-On after being added to an Organization's member list.

Important Note

If you have an existing CivicPlus account, proceed to step 3 of the instructions.

Instructions

  1. After being added to the organization, an account creation confirmation email will be sent from the CivicPlus Platform; select Validate Account to get startedAn email confirmation message with a Validate Account button highlighted.

  2. Complete the form to set a passwordThe Set a Password screen as part of account validation.

    • Email: The email that will be used to log into the account (use the same one that received the account creation confirmation email)

    • Password: The password that will be used to log in to the account

    • Confirm Password: Verify the password

  3. Open the organization invitation email from SeeClickFix 311 CRM, and select Accept InvitationAn email advising that the user has been added to an organization with the Accept Invitation button highlighted.

  4. Sign in with your CivicPlus account to accept the invitation The Login to Accept Invitation screen with fields to sign in.

  5. To complete Registration, agree to the Terms of Use, then select RegisterThe Complete Registration screen with the Register button highlighted.

  6. Once registered, you'll be taken to your organization's memberships page; select CRM Dashboard to be redirected to the organization's Request list pageCRM dashboard displaying active memberships and navigation options for user management with CRM Dashboard highlighted.