How do I add a person to a household?

Adding a Person to a Household

As an admin you may need to add a member to a household from time to time.  Perhaps to mark them as an additional PTA member in the family or to add a child to the household so they may appear in the directory.

NOTE:  If the member has accessed their account within the last few months you will not be able to modify the household, but once you go into the household to edit you may email the primary adult contact and ask them to make the appropriate adjustments.

1. Log into your Admin Dashboard

   If you do not have an admin account but feel this is in error, click on "Contact Us".

2. Click on “View Your People”

   

3. Locate your person, click on the paper and pencil to left of the name/household you wish to change

   Here are some tips on finding your household:

• Be sure to expand your view by clicking on the 10 in page size and make it 50.

• You may use the search capability.

• Be sure that you are looking in the correct group for your people, most times you will want to be at unit level.

• If your search does not come up automatically, clear out any contents in the search field

• If you still do not find your person you wish to make a search of people in subgroups click on the button and create a view of everyone.

• If they household has yet to appear, pull up a “Community Roster” with all subgroups and family members and see if the household is actually in the system yet.

 

4. When the edit household box comes up, if you decide to edit any information besides just adding a person, be sure to note whose information you are editing. Is it the household or an individual?

   You can see which is selected by the gray band on the name.

5. Click on the blue words: "Add Person"

   
   

6. Add your information to the dialog box

   Add your information as needed. Be sure to add the minimum amount of information:

• First name

• Last name

• Role such as primary adult or child.

7. Click on "OK" button