Adding a User Account

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. 

In the Profile section:
  1. Identify the user permissions for back office access, employee, & state aid (receives financial aid in care)
  2. Fill in the required fields under the Account Information & Contact Information sections
  3. (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:
  1. The user has been given back office site access. Click "Next" to proceed to the Role section & select a role accordingly; then, click "Save".
  2. 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".

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