OnTrack
  • Getting Started
    • OnTrack Docs
      • Setting Up Stripe
    • Logging In
      • User Accounts
        • Creating User Accounts
        • Managing User Privileges
        • Resetting Passwords
        • Editing & Deleting Accounts
    • Navigating
    • Configuration
      • General Settings
        • Payment Receipts
      • Portal Settings
  • Constituents
    • Understanding Constituents
    • Navigating The Constituent Module
      • Merging Constituents
    • Adding Constituents
      • Batch Adding Participants
    • Constituent Details
      • Profile Image
      • Unique IDs
      • Tag Management
      • Customizing Allergies & Medications
      • Relationship Management
      • Managing Notes
      • SMS Phone Numbers
      • Taking Payments
        • Processing Refunds
    • Constituent Clean-up
  • Memberships
    • Understanding Memberships
    • Adding Memberships
      • Renewing Memberships
      • Searching Memberships
  • Programming
    • Understanding Programs
    • Schedules
      • Building Schedules
        • Adding Recurring/Bulk Classes
      • Adding Program Templates
      • Rosters
        • Schedule Actions
      • Fee Management
    • Core Essential Services & Topics
  • Registration
    • Register Participants
    • Online Registration
      • Parent Portal
        • Registration
        • Dashboard
      • Making Programs Available Online
      • Making Memberships Available Online
    • Registration Settings
      • Notifications
    • Registration Form
  • Attendance
    • Taking Attendance
      • Center Attendance
        • Individual Attendance
          • Back Entering Attendance
        • Bulk Attendance
      • Program Attendance
        • Taking Attendance
        • Instructor Portal
          • Logging In & Taking Attendance
          • Configuring Custom Messages
    • Modifying & Deleting Attendance
    • Check-In Cards
      • Printing Check-In Cards
    • Emergency Roster
  • Reporting
    • C360 BI
      • Navigation & Terminology
      • Collections
      • Questions
    • Accounting
    • Data Definitions
  • Locations, Files & Email Templates
    • Locations & Venues
    • File Assets
    • Email Templates & Messages
      • Email Templates
      • Viewing Sent Messages
  • Updates
    • Releases
      • Parent Portal, Custom Forms & More
    • Change Log
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On this page
  • Step 1 - Select Constituent
  • Step 2 - Additional Details
  1. Getting Started
  2. Logging In
  3. User Accounts

Creating User Accounts

From the User Accounts Module, select the '+ Add User' button from the top left corner.

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Last updated 1 year ago

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.

Adding a new User Account