Account Holder Checkbox

22 Dec

Permalink    |    Topic: Registration - Tags: registration, account, hub, holder

What is the "Account Holder" check box?
 

This check box allows an admin to set which members of a family are considered the account holders. This check box limits what information a user sees when logged into the registration hub.

An unchecked user (not an account holder) will only see the "Account Home" and "Personal Information" tabs when logged into the registration hub.

A checked user (is account holder) will see the same as above, when in the registration hub, and will also have access to the reciepts and tax tabs. The account holder will also be able to edit the personal information of everyone associated within the family unit.

 
Additional notes:
- A user without any family associated will always have account holder permissions even if the box is unchecked.
- Account holders can be set for anybody in a family unit and can even be set for all members of a family.
- A family unit that has no one checked as an account holder effectively has everyone set to account holder.
- Parent access codes are generated upon registration or creation of the parent and are emailed to the parent email address. The parent access codes are used to log into the registration hub.