User Accounts & Contact Records

User Accounts & Contact Records

  1. A User Account consists of an Email Address and Password that is used to log in.

  1. A Contact Record contains a Contact Email and may/may not be connected to a verified User Account.

  1. The User Account Email Address and the Contact Email Address may/may not be the same.


If a Contact Email is associated with 2 or more Contact Records and is NOT associated as a User Account, when the user logs in with that email, a NEW Contact Record will be created for that user. (The system does not know which contact record to connect it to so a new one is made.) This happens when:
  1. Email Verification is turned ON
  2. User has 2 Contact Records with the same Contact Email
  3. User logs in with the Contact Email and creates an account with the organization.
  4. A 3rd Contact Record is automatically created in the system (the system does not know to choose account 1 or account 2 so it creates a 3rd)

    • Related Articles

    • Duplicate Contacts

      How Did We Get a Duplicate Contact Record? When a user logs in, if there is a contact record in your database that has the same email address associated with it, the user will be connected to that contact record. (This does not work if you turn off ...

    • Contact Reports

      Active Student Data Report The Active Student Data report produces an Excel spreadsheet that lists all of the students in your contacts, and includes all custom fields and Parent data. Go to People > Reports > Contact Reports > Active Student Data ...

    • Contact Status

      Contact Data Expiration All contacts in your Membership Toolkit Account have a Contact Data Expiration Date. When a user creates an account or an inactive user logs in and verifies their family's information, a data expiration date is set for that ...

    • Adding/Editing Contacts

      Adding A New Contact To quickly add a new Contact to your database go to People / Contact / New Contact. You must have Administrator Access to Edit Member Information. Directory Information The default for new Admin-created contacts is set so that ...

    • Orphaned Contacts

      Orphaned contacts are Contact Records that do not have an associated User Account with the Contact Record. These are Contact Records that administrators added or that were created during a contact upload.  List of Orphaned Contacts To see a list of ...