How do I create new accounts on my system?

Admin Users can create new User accounts via Community -> People.

Before creating a new User account on your system, it's recommended that you search for the person in question to confirm that they do not already have an account. You can search for accounts via names, email addresses, or account numbers.

Click on the [Options] button to open an Advanced Search function.

Use the "Import People" option to upload User information in bulk, through a CSV file. The [Download] button on the Import page provides an example CSV file with the required fields.

Click on the [Action] button for two options.

The "Duplicate" option is used to Merge accounts - please refer to the relevant documentation regarding this.

Back to the People page, click on the [Add] button to start creating a new account.

The following pop-up will appear, where you can configure basic account details.

The "Role" can be set to either "Customer" (member of the public), or "User" (staff, contractors, etc).

Admin Users can be given pre-configured Access Roles to grant them appropriate access to the platform (please refer to the relevant "Access Roles" documentation).

"Create an online account" should be selected if you want to create an account for this person on your system, rather than just making a record of them.

Click on [Create] to proceed. You'll be taken to the following page, where you can configure further account details. For more information about Community -> People, please refer to the relevant documentation.