Add User Account

Add User Account

      

(Best Practice:  Search for the user account in User Management prior to creating a new account to ensure there is not an existing account previously created.)   

 

      

To add a new user account, click on “User Management”; then, click the “+” in the upper/right.  In the Profile section: 

  • -Identify the user permissions for back office access, employee, & state aid (financial aid in care) 

  • -Fill in the required fields under the Account Information & Contact Information sections 

  • -(Optional) Add additional phone numbers, &/or social media links 

      

Once complete, click “Save”.  If a “Next” button appears in place of “Save”, it is due to one or both of the following:  

  • -The user has been given back office site access.  Click “Next” to proceed to the Role section & select a role accordingly; then, click “Save”. 

  • -A user custom form is configured.  Click “Next” to proceed to the Additional Information section, & fill in all required fields, as well as any optional fields you wish to include information in; then click “Save”. 

 

      

Next, the system will prompt “Do you want to add a Member?”   

  • -Click “Yes” to add a member to the account.  Complete the Add Member pop-up and click “Save” or “Next.”  Complete any Additional Information, if prompted, and click “Save.”  Any additional members can be added using the Add (“+”) button.  

  • -Click “No” to continue.  When “No” is selected, the system will prompt “Do you want to Register?”  Click “Yes” to continue with Registration or “No” to be returned to the User List. 

    • Related Articles

    • Adding a User Account

      Suggestion: Search for the user account in User Management prior to creating a new account to ensure there is not an existing account previously created. To add a new user account, click on "User Management"; then, click the "+" in the upper/right.  ...

    • Add/Change User Email

             To Add or Change a User email, click on “User Management” & search for the user.  Next, hover over the Action icon to the left of the user, & select “Edit”.  (Best Practice:  Verify with the Shopper the address and phone on the account to ...

    • Add Charge

      To add a charge, click on “User Management” & search for the user’s account.  Next, hover over the Action icon to the left of the user, & select “Add Charge”.  The Add Charge popup will open; select the session you wish to apply a charge to from the ...

    • Add Member

      To add a member to the account, click on “User Management” & search for the user’s account. Next, hover over the Action icon to the left of the user, & select “View User Options”. On the View User Options page, click “View Members”; then, click the ...

    • Add/Edit Notes

      Add Note: View Member: To add notes for a member on a user account, click on “User Management” & search for the user account. Next, hover over the Action icon to the left of the user, & select “View User Options”. On the View User Options page, click ...

    Confidentiality

    The information contained in this website (including documents/email) is intended only for the use of the recipient(s) and contains proprietary, confidential or privileged information of Digital Signup. If you are not the intended recipient, you are hereby notified that any disclosure, dissemination, distribution or copying of the information contained on this website is strictly prohibited.