The Add User screen is used to add a new user account.

• The User Account Information section is used to enter the general user account details.
  • The Email field is used to enter the email address associated with the user. This is also the email address the user will enter to log in to the Customer Payment Portal.
  • The Password field is used to the enter the password for the new user.
    • The password must be at least eight characters in length and include three of the following:
      • Lowercase letters
      • Uppercase letters
      • Numbers
      • Special characters (!, @, #, $, %, etc.)
  • The Active toggle is used to set the user membership to Active or Inactive. This will be set to Active by default on new users.
• The Related Accounts section is used to link utility accounts to the user.
  • Enter a valid Account Number and click the Link Account button to link a utility account to the user.
    • Account numbers that do not exist in Springbrook or are not in the correct format cannot be linked.
  • Citizen user accounts must be linked to an account in order to be saved.
• The Role Permissions section is used to set administrative permissions for an internal user. ATTENTION: Only agency employees with administrative rights should be granted access to these roles. Citizen accounts should NEVER be included.
  • The Edit their organization toggle grants agency system administration members access to the My Agency screens, where they can edit core application settings, edit general agency details, edit citizen memberships, and generate reports.
  • The Allows users to make payments for customers in admin toggle grants agency payment administration members access to the Take Payment screen, where they can process walk-in and telephone payments for customers.
  • The Manage Recurring Billing toggle grants agency payment administration members access to the Recurring Payments screens, where they can generate new recurring payment batches, view recurring payment batch history, and generate related reports.
  • The View Payments toggle grants the agency member access to the Payments and Settlements screens. This role is required to enable membership in the daily settlement summary email.
  • The Administer Payments toggle grants the agency member access to Reverse Payment functionality in the Payments screens for users who also have the View Payments role enabled.
  • The Manage citizen users for their organization toggle grants the agency member access to create and maintain citizen user profiles. Administrators with this role will not have access to user profiles assigned to other agency administrators who are assigned a role.
  • New internal administrative user accounts must be assigned to at least one role in order to be saved.
• Click the Save button when the new user account is complete.