How Do I Create an Account

Overview

This page will show you how to set up a new account with CivicRec

Online Portal

Instruction

1. Click Login/Create Account on your homepage
2. Fill in fields
   • Basics:
     • Account Type: Select Individual or Organization
     • Name: Enter First Name / Middle Name / Last Name / Other information (Jr, Sr, etc)
     • Date of Birth, Age Group: Enter a birthday
     • Gender: Choose Male or Female
   • Contact Info:
     • Phone: Enter your phone number, label, and mobile carrier
     • Email Preferences: Click Add Email to add a primary email address and select notifications
     • Apply Contact Changes To Other Household Members: Check to enable
   • Address:
     • Address Line 1 / 2: Enter street information
     • Zip, City, State: Add additional location information
     • Residency Override: Choose between three options:
       • User's Address Determines Residency: Default choice
       • Force User as Resident: Indicate the user as a resident, regardless of their address
       • Force User as Non-Resident: Indicate the user as a non-resident, regardless of their address
   • Account Settings:
     • Primary Email: Add a primary email
     • Username: Leaving blank will use email
     • Password: Create a password for your account.
       • Note: Passwords must be at least 8 characters long and contain characters from at least 3 of the following 4 categories: lower case letters, upper case letters, numbers, special characters
3. Navigate to Other Account Members to add new associated account members
4. Click Add Account Member
   
   
5. Enter their information:
   • First/Last/Gender: Add first and last name and indicate their gender
   • Birthday/Age Group/Grade: Indicate their birthday, age group, and/or grade
6. Click Add Account Member again to create another account member
   
7. Click Save New User
   
   

Online Portal