Adding a New Family Member:
Home Dashboard > Search Button (search for the name of household you wish to interact with)
1: In the household overview page, select add a new household member.
Step By Step Guide:
- In the selected families Household Overview page, click the "Add New Household Member" button.
- Fill in the members first name, last name, and SSN.
- Click "OK".
- You will be returned to the Household Overview page, viewing the new family members profile.
Editing Bio Information and Profile Photo
To edit an individuals bio information;
1: In the household overview Home Dashboard > Search Button (search for the name of household you wish to interact with)
Step By Step Guide:
- In the Household Overview page, select "Edit Profile"
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- , this action brings up the edit bio page
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- Fill out each field.
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- To upload a photo of the tenant click "Edit Image", and a pop up will prompt you to search through computer files to find the photo you wish to use.
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- When finished, click "Save" and the tenants information will be updated in the household overview.
Editing Contact Information
Contact information is located to the right side of the bio information on the individuals household page.
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. Contact Information
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. Add a new field button
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. Edit or Delete options
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Step By Step Guide:
- Click the "+" button next to the area you wish to add new contact info to.
- A pop up screen will appear with the following:
- Fill in the new phone number, email address, or home address.
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- When creating a new phone number or email address a drop down menu
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- will be available for you to choose the nature of the new contact information.
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- Click "OK" to save
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To Edit Existing Information:
- Click the edit or delete option near the phone number, email address, or home address you which to change.
- A pop up will appear allowing you to edit the information (If you chose delete, the information previously recorded in that field will be removed)When finished click ok, and the edited information will be saved.