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nameEditing a Household.mp4
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Adding/Removing Households, Editing Profile, Adding Contact Information 


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Step By Step Guide to Adding a Member:

  1. In the selected family's Household Overview page, click the "Add New Household Member" button.
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  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:

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

Home Dashboard > Search Button (search for the name of household you wish to interact with)

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Step-By-Step Guide:

  1. In the Household Overview page, select "Edit Profile" , this for the individual you would like to edit profile information for. This action brings up the Bio Information page.
  2. Fill out each field as appropriate.
    1. NOTE:  Be sure to fill out Birthday field as this can affect the Rent Calculation.
  3. To add/update the tenants profile image, click the "Update Profile Image" link.
    1. A pop up will prompt you to locate the desired photo.
  4. To remove the tenants profile image, select "Delete Profile Image."
  5. When finished, click "Save" and the tenants information will be updated in the household overview.

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Add Contact Information

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

A.

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B. Add a new field button
C. 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

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

NoteWhen 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.

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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. 


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Step-By-Step Guide:

  1. Click on the (plus) (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.