Creating an account allows the contact to access their profile page from your public website. From their profile page, they can update their contact information, pay open invoices, renew their membership, and so much more.
Staff users
Staff users can create accounts for individual contacts:
- From Community > Add contact: For contacts who do not yet have an iMIS account page. This method requires an email address at the time the account is being created. See Adding contacts.
- From the account page on the Security tab: The out-of-the-box account pages include a Security tab where staff users can easily create or update the contact's username and password. See Updating usernames and passwords.
- From Community > Security > Users: Locate the contact, then create or update their username and password. See Updating usernames and passwords.
Public users
Public users can create their own accounts from your website, if properly configured. See Performing tasks as a public user for more information.
