- If not already in the user's account, click Accounts in left hand navigation bar
- Search for/enter account
- Once in account, click the Add Member link
- Fill in fields required on the page
- If member is a child,
- Select Primary Parent or Guardian from dropdown (receives notifications for 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)
- if the member is too young for a grade, your staff will need to manually change the grade designation when the child is eligible for school to begin the grade roll up process
No Grade Due to Age
If a grade is not required for minor members of a certain age, i.e. ages 0-4, those members will have to be manually updated with the PreK or K grade designation by staff to begin moving them in the annual, automated roll-up
- If member is an adult,
- Select Member is an Adult, Parent or Guardian checkbox after entering Birth Date
- If member is a child,
- Click Submit when finished
- Repeat as necessary for other children and adults in account
- You may find that running an annual search for the age group is helpful to manually update their member info when they are, in fact, preK/K members