Searching for a Public User Account
To search for a public user account
Access the Public User portlet (Accessing the Public User Portlet).
Click Search.
Civic Platform displays a search form.
Enter any search criteria in the appropriate fields.
You can search by public user registration fields, and a few contact standard fields. Civic Platform searches for the public users that meet the specified registration criteria, and who have associations with a contact that meets the specified contact criteria. For a description of the fields, see Table 1.
Click Submit.
Civic Platform displays the list of public users that match your search criteria.
Table 1. Fields for Searching Public User Accounts 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 to 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 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” in the Accela Civic Platform Concepts Guide. Address Line 2 The address information of the contact that has an association with the public user. You can have up to three lines of address information. Authorized Agent If you select “Authorized Agent Clerk” option in the Account Type field, you can specify the name of the authorized agent who created the authorized agent clerks. Civic Platform supports fuzzy string searching on the field.
Birth Date The birth date of the contact associated with the public user. Change Password at Login Select Yes to ask the public user to change password at the first time login. Otherwise, select No. City The city of the contact associated with the public user. Confirm Password The public user’s password. A password confirmation/verification. Country/Region The country or region of the contact associated with the public user. DBA/Trade Name The DBA or trade name of the contact associated with the public user. DBA is an acronym for Doing Business As. FEIN The FEIN information of the contact associated with the public user. FEIN is an acronym for Federal Employer Identification Number; it identifies a business for tax purposes. First Name The first name of the contact associated with the public user. Gender The gender of the contact associated with the public user. Last Name The last name of the contact associated with the public user. Middle Name The middle name of the contact associated with the public user. Organization Name The organization name of the contact associated with the public user. P.O.Box The post office box number of the contact associated with the public user. Password The public user’s password used when logging in to Citizen Access. Note:If you experience trouble entering a valid password, click the Requirements link to view the agency’s minimum password requirements.If your agency has configured password rules for the public users, then there is a password strength indicator and a requirements link. The password strength indicator displays a visual representation of the password security strength against the agency's minimum password requirements.
Password request answer The answer to the password request question. Password request question Choose a password request question from the drop-down list. If a public user forgets their password, they can answer this question. If the answer is correct, Civic Platform emails their password to the email provided from registration. Phone 3 The phone of the contact associated with the public user. Preferred Channel The method by which the contact associated with the public user, prefers to receive notifications, for example by phone, email, fax, or postal mail. Public User’s Cell Phone The public user’s cellular phone number. Public User’s 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. Receive SMS Message Click this option to enable or disable SMS messaging for the public users. This feature applies to agencies that implement custom SMS interfaces. Salutation The salutation to address the public user or the contact associated with the public user, for example Mr. or Ms. SSN The SSN of the contact associated with the public user. State The state of the contact associated with the public user. Street Address The street address of the contact. Telephone The telephone of the contact associated with the public user. Type The contact type of the contact associated with the public user. 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. Zip Code The ZIP code of the contact associated with the public user.