Add Account Members

Last Update: September 15th, 2021

  1. If not in account, click Accounts in left hand navigation bar and search for/enter account.
  2. Once in account, click Add New Account Member.
  3. Fill in fields as above with the following differences:
  4. Children have fewer fields to enter.
  5. If member is a child, select Primary Parent or Guardian from dropdown (receives notifications for child).
  6. If member is a child, select Grade from dropdown (will automatically advance each year on grade roll up date, if entering before roll up date enter current grade, if entering on/after roll up date enter next grade).
  7. If member is an adult, select Member is an Adult, Parent or Guardian checkbox after entering Birth Date.
  8. Click Submit when finished.
  9. Repeat as necessary for other children and adults in account.