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📄How to Create a New Account

This 'How-to' covers the step-by-step guide to Creating New Accounts in BackOffice.

Prerequisites

  • Operator Privileges for the entire Accounts & Memberships section

Creating a New Account

  • To add a New Account, follow these steps after logging into BackOffice:

  1. From the Maintenance menu, select Account
  2. Select the Account Group for which New Account is being added by highlighting the Account Group in the tree
  3. Click the Add New Account button in the Header Section
    1. A window will open asking you to either Select a Blank Account or Copy an Existing Account
                                                                                  
    2. When creating a New Account, it is best to copy an Existing Account that is similar to the one that will be created
      1. By copying an Existing Account, certain Account settings will be copied into the new Account, and don't need to be set each time a New Account is created
    3. Alternatively, by applying settings to an Account Group, and then creating a New Account within that Group, the New Account will retain certain settings that have been assigned to that Group
    4. Operators can use any of these methods to Create the New Account

  4. An Account Maintenance window will then open

    • The Account Number and Card Number will auto-populate based on the order in which the Account was created, however, both fields can be changed 

  5. It is mandatory to enter at least a Last Name while creating an Account

    • This is the bare minimum requirement to create a new Account; Operators may fill in additional fields and edit settings prior to finishing
      • Information on editing additional details and settings can be found in other Knowledge Base Articles

       

  6. Click OK and the New Account will now be added

  • Most settings will transfer over when copying an Existing Operator to a New Operator
  • However, there are several Operator settings that are never copied; these include:
    • Account Number
    • Card Number
    • Title
    • First Name
    • Last Name
    • Details & Address

"Account Maintenance" Header

Account Number** - The Account Number is a unique field identifying the Account 

Card Number** - This is the number used for activation at the POS when using Access Tokens or Devices such as Member/Account Cards, Barcodes or RFID Tags

Title - Title of the Account Holder

First Name - Forename of the Account Holder

Last Name** - Surname of the Account Holder

Account Group - Group the Account belongs to. (Account's Parent Group)

Status - Account Status; whether Inactive, OK, Deceased, Suspended, Pending or On Hold. 'OK' is the only recognised status as Valid, i.e. Working/enabled. All others are for Information.

Created - Date and Time the Account was Created.

 ** Minimum required Fields