Validate accounts
When automatic validation is disabled (see Configuration), each new account awaits your approval. Link it to a contact record from the account area ’s Accounts tab.
The review queue
The Accounts tab lists member accounts by status:
| Status | Meaning |
|---|---|
| Pending | The member has verified their email, but the account is not yet linked to a contact. Action is needed. |
| Validated | The account is linked to a contact and fully active. |
| Rejected | The request was refused. This is reversible: the account can be validated later. |
Click an account holder’s name to open the details, or use the validation action to process the request.
Validate an account
The validation dialog shows the account submitted by the member and, where available, a matching existing contact, found by email and phone.
Case 1 — a matching contact is found
Unisoft displays the submitted account and existing contact side by side, with an Email / phone match indication.
- 1
Check the match
Compare both columns to confirm they refer to the same person. - 2
Link the contact
Click Link to [contact name]. The account is linked to that record and becomes active.
Case 2 — no contact matches
When Unisoft finds no match, the main action becomes Create a new contact.
- 1
Create the contact
Click Create a new contact. Unisoft creates a record using the member’s information and links the account to it. - 2
Or find an existing contact
If you know the person already exists under another email address, expand Link to an existing contact instead? and search for their record.
Reject a request
If a request does not seem legitimate, click Reject this account at the bottom of the dialog. The account moves to Rejected.
After validation
Once linked to a contact:
- The member can access their dashboard: pledges, subscriptions, registrations, payments, and tax receipts;
- Their information enriches the contact record without overwriting what you entered;
- The contact record is marked as linked to an account.