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Account

Management

Citizen AccessOnline Tutor

Lesson 2

The recommended browser is Google Chrome.

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Before proceeding please login to your Citizen

Access account portal. Creating an account is

easy and it’s free. If you have questions about

creating an account, please phone the

Development Services Department Customer Call

Center at (210) 207-1111, M-F, 7:45am to

4:30pm or email Call Center.

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Citizen AccessOnline Tutor

Lesson 2

Two ways to access the Account Management page

Use the Account Management page to

view or edit your account information.

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Citizen AccessOnline Tutor

Lesson 2

Use the Account Management page to edit or view the following

sections:

1. Account Type

2. Login Information

3. License Information (if any)

4. Contact Information

5. Escrow Accounts

1. View Account Balance(s)

2. Make Deposits

6. Delegates9/28/2020

Access Account

Management page

by clicking either

of two places (#1

or #2 shown).

Contacts are

managed at the

record level.

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*Escrow Accounts-Land development only: Authorized Agents, or Users, differ from Delegate functionality. Please see Escrow Account tutorial. 9/28/2020

A Delegate

is a person

authorized

by the

account

owner to

view and/or

access their

account

information.

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If adding a Delegate,

the Add a Delegate

page displays (shown).

A delegate is a person

authorized by the

account owner to view

and/or conduct

additional account

management based on

permissions authorized

by the account owner

(shown).

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To Add a Delegate

Complete required

fields (fields with a red

asterisk (*) (#1, #2).

Viewing records is the

default permission

(#3).

Add additional

permissions, as

needed.

Click the box (#4).

Click Invite a Delegate

(#5).9/28/2020

After inviting the Delegate, Delegate receives email request

(#1), listing permission granted by the account owner (#2)

and instructions on how to accept or reject invitation (#3).

A Delegate must also have his/her own Citizen Access Portal

account to accept/reject invitation and perform functions as

Delegate to the account.

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Use the

Account

Management

page to View/

Edit/Remove a

Delegate.

Alongside a

Delegate (#1),

click the

Actions drop-

down menu

arrow to

display options

(#2).

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If Edit is

selected, the

account owner

may

add/remove

permissions as

needed.

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Add/Remove a Contact on a Record

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Two locations to Add

or Remove a Contact

to an existing record:

1. From the Record’s

Detail page by

clicking the Create

Amendment link

(#1). Select

Add/Remove).

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2. Second location

to Add or

Remove a

Contact to an

existing record:

locate the record

using your My

Records tab

(#2), locate

record (#3)

scroll to the right

and click

Amendment link

(#4). Select

Add/Remove). 9/28/2020

After Amendment is selected, the Select an Amendment Type page

displays. Click the Add/Remove Contact button (#1) . Next, click

Continue Application.

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You will be taken to Step 1 of the process (note the navigation bar

at the top displaying six (6) steps to the process. Complete all fields

in Step 1. Click Continue Application.

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You are now in Step 2 of the process (note the navigation bar at the

top displaying six (6) steps to the process). On this page you may

select Add New/Look Up (#1) or Delete (#2). Click Continue

Application when through with your choice.9/28/2020

The system displays a Are you sure you want to delete this record

message (note: the record of the contact). Click OK (#2). Click

Continue Application when through with your choice.

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Notice the contact no longer displays. Click Continue Application

(#1).

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Continue through all six steps of the Add/Remove Amendment record

(note the navigation bar (#1). The last step shown here (Step 6) is

the Record Issuance step. Notice the Amendment to Contact record

number (#2). Your amendment is now with DSD staff for processing.

Please contact DSD Customer Call Center (210) 207-1111, M-F,

7:45am to 4:30pm should you have any questions on this process.

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Account

Management

Citizen AccessOnline Tutor

Lesson 2

This concludes Citizen Access Online Tutor

Lesson 2 Account Management

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