Creating a Public User Account

Topics

Adding a New Public User Account

  1. Access the Public User portlet (Accessing the Public User Portlet).

  2. Click New.

    Civic Platform displays a blank registration template in the detail portlet.

  3. Complete the registration fields. For a description for each field, see Table 1.

  4. Click Submit.

    Citizen Access displays the new registration information in the Public User list portlet.

  5. Associate the public user with a reference contact (Managing Contacts Associated with Public User Accounts). If a public user does not have an association with a reference contact, the account remains disabled in the registered agency.

    Table 1. Public User Registration Fields
    Civic Platform User Account This field displays the Civic Platform user login ID in read-only. When a public user registers an account from Citizen Access or when you create an account from the Public User portlet, Civic Platform automatically creates the corresponding Civic Platform user account with the login ID numbered like PUBLICUSER{seq_number}. Civic Platform automatically does the following in user profiles for such user accounts:Marks the user as External UserSets the department to <agency>/<agency>/<agency>/PUBLIC/NA/NA/NA.Categorizes the user into the default user group for public users in each module. Within each assigned module, the external inspector is available for inspection assignments and scheduling. Sets the inspector status to “Enable”, if the user account is for a contract inspector or a self-certified inspector.

    For the Civic Platform user accounts of contract inspectors and self-certified inspectors, your agency can update the user profiles manually or using an EMSE script.

    For example, use an EMSE script either with the AddContractLicenseAfter or RegistrationSubmitAfter event to set the district that the inspector is responsible for, set the discipline based on the inspector’s license, and so forth.

    The AddContractLicenseAfter event occurs after you associate a licensed professional with the public user account of an external inspector through the Public User portlet and the association takes affect. The RegistrationSubmitAfter event occurs after a public user submits a registration and also occurs after the external inspector associates a licensed professional with his public user account through Citizen Access.

    For more information about the Civic Platform user account, see Configuring Organizations, Departments, and Users.

    Account Type There are five account types of public users.

    Citizen: Citizens are common public users in your agency. Citizen users access Citizen Access to apply for and pay for permits, schedule inspections, and find information. Citizen is the default in this field.

    Authorized Agent: Authorized agents conduct authorized service sales (for example, fishing and hunting license sales) in Citizen Access.

    Authorized Agent Clerk: When authorized agents manage their accounts in Citizen Access, they can authorize clerks to conduct authorized service sales. You can view, but cannot create authorized agent clerks in the Public User portlet.

    Self-Certified Inspector: Self-certified inspectors upload inspection results using Citizen Access. Self-certified inspectors are certified or licensed professionals so you must associate at least one licensed professional to the public user account from the Public User portlet. You can also let self-certified inspectors themselves associate licensed professionals with their public user accounts through Citizen Access. For details, see “Understanding Inspectors” in the the Accela Civic Platform Concepts Guide.

    Contract Inspector: Contract inspectors upload inspection results using Citizen Access. Contract inspectors are certified or licensed professionals or businesses so you must associate at least one licensed professional to the public user account from the Public User portlet. You can also let contract inspectors themselves associate licensed professionals with their public user accounts through Citizen Access. For details, see “Understanding Inspectors” the Accela Civic Platform Concepts Guide.

    Cell Phone The public user’s cellular phone number.
    Change Password at Login Select Yes to ask the public user to change password at the first time login. Otherwise, select No.
    Email The public user’s email address. By default, this is the User ID. You can modify both the User ID and the email address separately.
    Password The public user’s password used when logging in to Citizen Access.

    Note: If your agency has configured password rules for the public users, then there is a password requirements link and a strength indicator. The password strength indicator displays a visual representation of the password security strength against the agency's minimum password requirements.

    If you have trouble entering a valid password, click the Requirements link to view the agency’s minimum password requirements.
    Confirm Password A second entry to verify the user’s password.
    Password Request Answer Enter the answer to the password request question. The field maps to the Answer field on the registration page in Citizen Access.
    Password Request Question Enter one or more password request questions. The field maps to the Enter Security Question field on the registration page in Citizen Access. The Authentication by Security Question setting in Citizen Access Admin determines the number of password request questions to display in this field.

    If an account has password request questions and answers and the public user forgets their password, Citizen Access requires the user to answer one of the questions to validate the user.

    If an account has no password request question, Citizen Access only requires the user to specify the email address in the reset-password request.

    Password Request Questions may be a non-required field in Civic Platform. However, if a user logs in to Citizen Access with an account that has no password request question, an Update Security Question and Answer section displays for the user to specify one or more security questions and answers.

    Receive SMS Message Mark or clear the check box to enable or disable SMS messaging for the public users. This feature applies to agencies that implement custom SMS interfaces.
    User ID The user identification for logging in to Citizen Access. The default User ID is the email address provided in registration. You can modify this field to create a unique User ID.

Using a Reference Professional to Create a Public User

Configure the EMSE sample script REFLICPROFADDAFTER to create a public user account to associate with a licensed professional a user enters at application-intake. The reference professional must have an email address associated with it, for this feature to work. After the intake process, EMSE initiates the public user account registration process for the referenced professional associated with the email address. Civic Platform sends an activation email. When you activate the account, Civic Platform sends the registration confirmation email to the professional. For information on the public user registration process, including the configurations for the activation email, refer to the “Registration” chapter in the Citizen Access Administrator Guide.


Note:

An Accela Implementation specialist or a system administrator who has received training from an Accela Implementation specialist or a Product Manager should write the script for this feature. Improperly written scripts can seriously damage your system by incorrectly altering or deleting data for many records. For information on writing and implementing scripts, see the Accela Civic Platform Scripting Guide.