Create a New Consumer

Create a New Consumer

Creating a new Consumer in SETWorks

Administrator, Manager

This article will explain how to create a new Consumer in SETWorks. 
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

1. Click the Select Dropdown in the top-right and Select Consumer under New Profiles


2. Navigate through the Wizard using the four tabs at the top (Primary Information, Contact Information, House/Education/Legal, and Additional Details)
Fields with the '*' sign are required to be entered in before continuing to the next tab



3. Click Save once complete




    • Related Articles

    • Create a New Employer

      Creating a new Employer in SETWorks Administrator, Manager This article will explain how to create a new Employers in SETWorks.  Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our ...
    • Creating a New Form in the Form Builder

      Creating a New Form in Form Builder This is a client facing tool that allows you to create and manage your own forms for users, consumers, providers, employers and even as addition to individual billable activity records! Terminology can be modified ...
    • View Consumer Information

      Viewing Consumer Information Administrator, Manager This article will explain how to view Consumer information in SETWorks.  Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles ...
    • Consumer Attendance

      What is Consumer Attendance and how does it work? Consumer Attendance is a feature that allows a user to easily track simple details such as whether a consumer was present that day. By default, SETWorks is configured to track if a consumer was: In ...
    • Consumer Finance

      What Is the Consumer Finance tab? Finance The Finance tab is used to document consumer financial transactions. Within the Finance tab is a tab for Accounts and a tab for Transactions. Accounts The Accounts tab lets you define the account details for ...