❏ Under User:
First Name | Type the user's first name. This field can be a maximum of 50 characters. |
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Last Name | Type the user's last name. This field can be a maximum of 50 characters. |
❏ In the Phone fields:
Area Cd | Type the three-digit area code of the phone number. |
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Phone Nbr | Type the seven-digit phone number. |
Ext | Type the four-digit extension number if any. |
Member | Begin typing a member name or six-digit county district number. As you type the data, a drop-down list of corresponding data is displayed. Select a member. If the member name or county district number is not known, click to select a member from the Member lookup or press the SPACEBAR to view a list of members. |
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Admin | Select to indicate that the user is an admin user. Users designated as Admin users will be able to manage users for their assigned member in MemberPortal. |
Status | Click to select the user's status (A - Active or I - Inactive). |
Type the user's email address. The field can be a maximum of 250 characters. | |
E-mail Opt-Out | Select to indicate that this user is opted out of receiving emails. |
User Name | Type a 6-25 character user name. (No embedded spaces are allowed.) |
Password | Type a new password. If the user initiated the account profile via MemberPortal, this field is populated with an encoded and masked version of the user's password to secure their credentials. Fiscal agents or admin users can update user passwords as needed. Requirements:
• 8-46 alphanumeric characters |
❏ Under Grant Types:
❏ Click +Add to add additional rows.
❏ Click Save. Otherwise, click Cancel to return to the Manage Users page without adding data.
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