- CIVICREC REC1 HOW TO
- CIVICREC REC1 PASSWORD
- CIVICREC REC1 ZIP
Birthday/Grade: Indicate their birthday and/or grade. Note: You must enable the Inclusive Gender Options setting for Non-Binary and Prefer Not To Say to show as options. Gender: Select a gender for the user ( M = Male, F = Female, NB = Non-Binary, and PNTS = Prefer Not To Say). First/Last: Add the first and last name of the user. 
Navigate to Other Account Members to add new associated account members. Note: This option is not available for Public Users. Deactivated User: Check to deactivate the user. Limited Public User: Limited Public Users come with limited functionality and will not be able to log in to their account until an email address is provided. User Type: Indicate if they are a Public User or Internal User/Staff Member. Note: Passwords must be at least 8 characters long and contain characters from at least 3 of the following categories:. Note: This option will appear only for organizations that are not using CivicPlus SSO and if you do not select Generate Password. CIVICREC REC1 PASSWORD
Password/Confirm Password: Create and confirm a password.Note: This option will only display for organizations that are not using CivicPlus Single Sign-On (SSO).Generate Password: Select to create a default password for the user.Note: Make sure this is a valid email address that the user will have access to, this will be the username they will use to sign in to their account.Primary Email (Required): Enter the primary email address of the user.Note: If the Emergency Contacts Required organization option is enabled, you will be required to add the specified number of emergency contacts before saving the user.Emergency Contacts: Add emergency contacts for the user.Apply Contact Changes To Other Household Members: Any changes you make to contact information for this account holder will apply to all members of the account.Email Preferences: Click Add Email to enter an email address and set email preferences.Note: If listing a cell phone number, you must select the mobile carrier if the user wishes to receive text message notifications.Phone 1-3: Enter phone number, type of phone, and the mobile carrier.
CIVICREC REC1 HOW TO
Note: Learn how to set residency to require staff approval.Residency Override: Select an option to indicate the user as a resident or non-resident.County/Parish: Enter the residential county or parish.Country (Required): Select the correct country for the user.
CIVICREC REC1 ZIP
Zip/Postal Code, City/Municipality, State/Providence (Required): Enter the zip code, city, and state for the user. Address Line 2: Enter additional address information. Address Line 1 (Required): Add the address of the new user. Note: If you have enabled the Inclusive Gender Options setting, Non-Binary and Prefer Not To Say will show as options. Date of Birth (Required), Age Group: Enter a birth date or select age group. Name (Required): Provide first, middle, and last name. Account Type: Choose Individual, or set up an Organization account. Note: Fields will vary based on your site, including required fields. Click Setup New Account on your homepage. Learn more about Primary Account Holders vs Account Members. The Primary Account Holder should always be an adult, so create a "Parent" first before you create a child account. 
Make sure you are entering a valid email address that the user will have access to when creating the account. This article will show you how to set up a new account in CivicRec.
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