Video Demonstration:

Adding/Removing Households, Editing Profile, Adding Contact Information 

Image Added

Step By Step Guide to Adding a

...

Member:

1. In the selected family's Household Overview page, click the "Add New Household Member" button.
   Image Added
2. Fill in the members First Name, Last Name, and SSN.
3. Click "OK".
4. You will be returned to the Household Overview page, viewing the new family members profile.
5. From here you can edit the new members information, read below for steps to Edit Bio Information and Profile Photo.

Removing A Household Member:

Step-by-Step Guide:

1. In the selected family's Household Overview page, click the "Remove Household Member" button.
2. Click "Yes" to remove household member permanently.
   Image Added

Editing Bio Information

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.

Image Removed

Editing Bio Information

To edit an individuals bio information;

1: In the household overview

Image Added

Step-By-Step Guide:

1. In the Household Overview page, select "Edit Profile"

...

Image Removed

1. for the individual you would like to edit profile information for. This action brings up the

...

Image Removed

...

1. Bio Information page.
2. Fill out each field as appropriate.

   ...

   1. 1. NOTE:  Be sure to fill out Birthday field as this can affect the Rent Calculation.
   2. To add/update the tenants profile image, click the "Update Profile Image" link.
      1. A pop up will prompt you to

   ...

   1. 1. locate the desired photo.
   2. To remove the tenants profile image, select "Delete Profile Image."
   3. When finished, click "Save" and the tenants information will be updated in the household overview.

    Image Added

   ...

   Add Contact Information

   
   

   Contact information is located to the right side of the bio information on the individuals household page.

   Image Removed

   A- Contact Information

   B- Add a new field button

   C- Edit or Delete options

   To Create New Contact Information:

   A. Click the "+" button next to the area you wish to add new contact info to

   ...

   Fill in new phone number, email address, or home address.

   B. When adding for the first time, you can click "Add One" 

   Note:  When creating a new phone number or email address a drop down menu

   ...

   will be available for you to choose the nature of the new contact information.

   ...

   3. Click "OK" to save information

   To Edit Existing Information:

   Image Removed

   1. Click the edit or delete option near the phone number, email address, or home address you which to change.
   2. 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)
   3. When finished click ok, and the edited information will be saved.

    

   C. Ensure you star the primary contact piece if there is more than one listed in a section. 

   D. Edit or Delete by selecting a link from this menu. 

   
   

   Image Added

   Step-By-Step Guide:

   1. Click on the  (A) or the Add One link (B) to add a new contact record
   2. A popup will appear, allowing you to choose the category and fill out the object information 
   3. Save 
   4. If adding more than one piece of information in a section, choose the primary option by clicking the star (C) 
   5. To Edit or Delete the record, select that link and make your changes, save.