It's easy to add a new user account in the back end of your system, including adding children or sub-units to an existing group account.
How to add a new user in an individual system
- Navigate to User Management → Tools → Create New User
You can click on forms to edit / add information as well. If you'd like the user to login, send them to the Front End of your system, and have them input the email you used to set up their account. Then click "Forgot Password" so they can set up a password to login to add information to their forms, add products, and make payments.
Adding a new head-unit in a group or family system
There are two types of users you can add in a group system: the head unit or parent and a child or sub-unit, which is nested under a parent user. Below we'll show you how to create a new parent, and from there, how to create a new child (which can be done on any existing parent user). If you are creating a new parent user, follow the steps under the previous section to provide the login information. If you are adding a new child, once you do this, the parent can login and see that additional sub-unit added and begin completing forms, adding products, and making payments.
Adding a Child/Sub-Unit/Attendee to a Family/Group/Organization
- Head to User Management.
- Find the parent/account owner of the group you wish to add a sub-unit to and click on their name.
- Navigate to the Family tab in the pop-up menu.
- Click Create New Child on the bottom right to create a new sub-unit. You can begin filling out this sub-unit's forms on the backend and fully complete their registration if you would like.