CampusDirector - How to manually register a Participant/PNM

CampusDirector - How to manually register a Participant/PNM

As a Council Admin, you can manually register a Participant/PNM (meaning you can create an account for them). This can be helpful if the Participant/PNM can't seem to get registered or if you need to get them in the system quickly. Below, you will find the steps for manually creating an account for a participant/PNM.

How to Manually Register a Participant/PNM 

1. Navigate to the “Edit PNM Accounts” page (Setup > Accounts > Edit PNM Accounts)

2. Click the blue “+ New PNM” button at the top.

3. Then, they will need to add the following fields of information for the account:

  • First Name

  • Last Name

  • Email Address

  • Password - Note that they must change this when they log in.

4. Click “Save Changes” - note that it appears under the RC Group field. If you do not do this, their account will NOT be created.

5. The participant can then log in and complete their registration as long as PNM Editing is turned on. To turn this on, go to Setup > Site Setup > Configuration. Then scroll down to the section entitled "Site Account Options" and make sure PNM Editing is set to "Yes." Additionally, logins must be set to "Yes" in order for them to log in. 


6. If they need to pay, the Participant/PNM can do that once they log in.

Summary

As a Council Admin, you can manually register a Participant/PNM (meaning you can create an account for them). This can be helpful if the participant can't seem to get registered or if you need to get them in the system quickly. This article will outline the steps you need to take. 


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