Summary: This guide provides a step-by-step walkthrough on how to add a new person and link them to a family unit, detailing the process for either creating a completely new family connection or associating a new member with an existing profile in your People database.
Before You Begin
- You must have the necessary permissions to access and modify the People database.
- To ensure easier searching, consider adding a middle initial or nickname if you have multiple people with the same name.
- Know whether you are connecting the new person to a brand-new family or an existing member.
Step-by-Step Instructions
1. Click the People tab from the top left navigation.
2. Click the Add Person button on the right.
3. Enter the new person's Details and Select +Family Member at the top of the modal.
4. Select the appropriate connection option:
- New Family Connection: Select the option to add another new person (if no family members are existing in your database).
- Existing Family Connection: Select the option to add a new person to an existing member. Search for the user to connect, Select their profile, and Select Add Family Member.
5. Select the appropriate role from the Household Role dropdown menu for each user in this new family connection. [Roles include Head of Household, Spouse, Adult, Child, and Unassigned.]
6. Upload a Family Photo (Optional).
7. Select Add to save all changes.
Troubleshooting & FAQs
- How can I customize which data fields are displayed on the form? Select Specify Display Fields at the top of the modal, Toggle the boxes on or off to adjust the fields, and Select
< Backto apply the changes. - Why can't I find the person I want to connect to an existing family? Ensure you are searching for an existing member who is already in your database when choosing the option to add a new person to an existing member.