Creating User Accounts
From the User Accounts Module, select the '+ Add User' button from the top left corner.
Step 1 - Select Constituent
To begin, choose the constituent that you want to link this User Account to. If the constituent already exists, you can search for their name in the constituent search bar. As you type, the system will provide suggestions. If the constituent doesn't exist, an option to create a new one will be available.
It's important to note that when adding Standard user accounts, the constituent must have the Staff persona. You can utilize the filter to narrow down the search by personas. Once you find the correct constituent, click on their name to highlight it.
Step 2 - Additional Details
Next, set the User Account Type. Unless instructed otherwise by the C360 support team, choose "Standard." A username will be automatically generated based on the constituent's name, but you are free to modify it if desired.
Enter a password of your choice and confirm it. Please ensure the password meets any specified security requirements.
Access pins are optional short codes that can be utilized in various places but are not mandatory.
Finally, click on "Add User" to complete the process.
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