Create an Account

As an administrator, you can create accounts in the solution. After creating an account, an email is sent to the email address for the account with instructions for the person to complete the registration.

Depending on how your organization configures the self-registration page, these steps may not match what you see in the solution. Required fields are noted on the user interface. If you have questions, reach out to your Client Admin.

To create an account

  1. On the main menu, select Accounts. The Accounts page opens.

  2. Click +Add Account and select Single Account. The Personal Information page opens.

  3. Enter this information.

    Account creation fields

    Field

    Description

    First Name

    The person's given name.

    Last Name

    The person's surname.

    Address Line 1

    The person's street address.

    City

    The person's city.

    ZIP Code

    		The person's zip code.

    State

    The person's state.

    County or Tribe of Residence

    Indicates whether the person lives in a county or a tribe.

    County/Tribe

    The county or tribe in which the person lives.

    Work State

    		The state in which the person works. This may be different to their home state.
    System Role The CORES RMS role assigned to the person.
    System Status The status of the person's CORES RMS account.

  4. Click Next. The Identification page opens.

  5. Enter this information.

    Identification fields
    Field Description

    Gender

    The person's gender.

    Date

    The person's date of birth.

    SSN

    The person's social security number.

    This information is requested because CORES RMS may require background checks to be performed on volunteers. In order to run a background check, the social security number is required.

  6. Click Next. The Contact Details page opens.

  7. For Primary Email, enter the email address the account owner wants to use to log into CORES RMS. Confirm the primary email address.

  8. Add any additional email addresses, then click + Add Phone Number, + Add Emergency Contact, and + Add Pager Number, and in the corresponding box, enter the requested information.

  9. Click Next. The Occupations page opens.

  10. Click + Add Occupation then select an Occupation Group and Occupation from the dynamic lists.

  11. Select a Current Professional Status.

  12. Click Save. You can enter multiple occupations. When you are finished, click Next. The Organizations page opens.

  13. Click + Add Organizations.

  14. Search for the organization you want to add the person to or select from the list shown. Click v to display child organizations.

  15. Click Select for each organization you want to join.

    You can add as many organizations as allowed for that organization tree. If there is a maximum number and you exceed the limit, you are required to remove the limited organizations.

  16. In the lower right, click Select.

  17. Click Submit. The account owner will receive an email with instructions to complete the account registration.