
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.
In the Profile section:
- Identify the user permissions for back office access, employee, & state aid (receives 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".
Related Articles
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 ...
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/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 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 ...
Adding a Class (Class Registration)
To add a Class Registration class, first select the Class Registration module. Hover over Catalog Management, & select "Class". A list of existing classes is displayed. Click the "+" in the upper/right to add a new class. You will then proceed ...