Creating and Modifying Members
Adding
new Members and modifying existing ones begins on the
The Member List page. To add a new Member, click on Add New Member from the Members submenu or the Add New Member Button. To modify and existing Member, simply click on it from the Members List page and click the Edit button. To add a new Household Member to an existing Household or Organization, see Organizing as Household/Organization Groups.
For a complete list of Member related attributes see Member Fields
Basic Workflow
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Assign a Member Id (optional) - see Assigning Member IDs (**NOTE: If assigning a Member ID that is encoded in barcode format on a keyfob or ID card, it is best to scan the number in using a barcode scanner to avoid data entry errors)
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If you would like to override the Member's Residency Status when adding new Member, simply choose the appropriate override selection. Once a Member has been added, their Residency Status can be overridden by clicking the Override Residency Status button when viewing profile.
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If the Member would like to receive SMS Text Alerts, check Opt-in Text Alerts, and choose carrier from the Select Carrier drop down (Note: Mobile Phone is required if opting in to receive Text Alerts)
