Creating User Accounts

Part 1: Creating a New Primary Account

1. Navigate to People Management

   • From the main Dashboard, click on the People tile (labeled "Manage accounts").

     Initiate Creation

   • On the People Management screen, click the green Add Person button in the top right.

     Enter Personal Information

   • In the "Create Person" modal, fill in the required fields:
     • First Name and Last Name
     • Date of Birth
     • Gender
     • Zip Code (Required to match area or organization requirements)
     • Mobile Number
     • Email Address

   • Click the green Create button.

     Enter Address Information

   • A secondary screen will appear for the address. Enter the:
     • Address Line 1
     • City
     • State/Province
     • Zip Code
   • Click Save Address.
   • Result: The system will confirm "The person's address was created successfully" and redirect you to the new Test Person Account profile.

Part 2: Adding a Dependent

1. Initiate Dependent Creation
   • From within the newly created Person Account, locate the Dependents section.

   • Click the + Add New Dependent link.

     Enter Dependent Details

   • In the "Create Dependent" modal, fill in:
     • First Name and Last Name
     • Date of Birth
     • Gender

   • Click Create.

     Verification

   • The system returns to the main account profile, now listing the primary account holder and the child/dependent listed below them.