Set Up a SeeClickFix 311 CRM 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 startedValidate Account confirmation email.

  2. Complete the form to set a passwordReset Password requirements and input.

    • 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 InvitationAccept organization invitation email.

  4. Sign in with your CivicPlus account to accept the invitation Login landing page.

  5. To complete Registration, agree to the Terms of Use, then select RegisterRegister button on the complete registration page.

  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 navigation option on the Memberships page.