Managing Public User Accounts

A registrant's account information can be updated using account management functionality. The Manage Account page is available to both public users, who can manage their own accounts, and agency staff, who can manage information for any public user.

Registered public users access the Manage Account page from the account menu in the page header. Agency staff access the Manage Account page from the Public User Access page. For more information, see Accessing Public User Account Information.

For the most part, public users and agency staff have access to the same account management options. These are the exceptions:

• If account attachments are enabled, public users can’t delete attachments unless you configure the Public User Setup page to allow this action. Agency staff can always delete attachments.

• Only agency staff can apply and manage account conditions. Conditions are account restrictions. Both public users and agency staff can see active conditions that have been applied to the account.

Note: Agency staff don't have access to user passwords; they aren't part of account management.

Managing General Account Information

Registered users log in with the email address used during the registration process. They click the account avatar with their initials in the global header and select the Manage Account menu item. Agency staff access the Manage Account page by selecting a registered user on the Public User Access page.

The default contact information in the account is used as the default contact information in the user’s applications.

Here's how you can manage the general account information entered during the registration process as a registered public user or agency staff:

1. On the Manage Account page, you can add or delete general account information.

   Here's how to add or update information.

   Page Element	Description
   Name	Click the Name details pencil button to open the Name details drawer. Update fields including first, middle, and last names, initials, suffix, and title. The Display Name is generated from the name fields. Turn on the Hide contact information from public view switch to hide the registrant's name and contact information when a member of the public views the registrant's applications. This switch appears only if enabled by the agency on the Public User Setup page.
   Access	Click the Access details pencil icon to open the Access details drawer. Enter a number in the IVR access code field. The User Name and Email fields are display-only and reflect the email address entered during the registration process.
   Business information	Click the Business information details pencil icon to open the Business information details drawer. Enter a business name and business title.
   Address	Click the Add Address button to enter a home or business address. Turn on the Default switch to designate the address as the default selection.
   Phone	Click the Add Phone button to enter a home, mobile, or work phone number. Turn on the Default switch to designate the phone number as the default selection.
   Email	Click the Add Email button to enter a home or work email address. Turn on the Default switch to designate the email address as the default selection.
   Contacts	Contacts are people who can interact with the agency regarding business related to the associated account. Click the Add Contact button to enter information for an account contact, including name, business, email, street address, and phone. Note: When applicants enter contact information in an application, they can create new contacts or choose existing account contacts. When creating a new application contact, the user can indicate whether the new contact should also be added to the account. When choosing an existing account contact, the applicant can modify contact details and indicate whether the original account contact information should be updated as well. For more information, see Working with Application Contacts.
   Conditions	View conditions that have been applied to the person with the associated account. Only agency staff can apply and resolve conditions. For information about adding and managing conditions, see Managing Account Conditions.
   Attachments	View and upload files as attachments to the account. Your agency controls whether attachments can be added to accounts on the Public User Setup page. For information about adding and managing attachments, see Working with Attachments.
   Terms of use	Click the terms of use link to review the terms and conditions that the registrant accepted. For more information, see Setting Up Terms of Use.

2. To delete an item, click the Delete trash can icon.