Create an Account

As an administrator, you can create accounts Used to track and manage users. Accounts differ from your profile, which is used to modify personal settings for using the solution. 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 Official entities, such as public health authorities, healthcare agencies, and corporations. 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
   Name	Contains the person's name information, including Prefix, First Name, Middle Name, Last Name, and Suffix.
   Address Type	Specifies the address format to use. Available options include Address, International Address, and Military Address. Only one address type can be selected and saved.
   Address Line 1	The person's street address.
   Address Line 2	Additional address information, such as apartment, suite, unit, or building number
   City / City or Town	The city or town associated with the address.
   Zip Code	The ZIP code associated with the address.
   State / State or Province	The state or province associated with the address.
   County or Tribe of Residence	Indicates whether the person lives in a county or a tribe.
   County / County or Parish / Tribe	The county, parish, or tribe associated with the address.
   Alternate Address	An additional address that can be entered if needed. The same address fields are available as those in the primary address section.
   Work State	The state in which the person works. This may be different to their home state.
   System Role	The CORES RMSrole assigned to the person.
   System Status	The current status of the person's CORES RMSaccount.
   System Status	The current 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 A user who can participate in missions, request shifts, and record volunteer hours.. 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. Click Save. You can enter multiple occupations. When you are finished, click Next. The Organizations page opens.

12. Click + Add Organizations.

13. Search for or select the organization to which you want to add the person.

14. Click the expand arrow next to the organization to display its 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 Add Organizations.

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