Manage people and households

Build out your member directory and group people into households.

Before you start

You need a role that can manage members (Owner, Admin, or a role with member-management access).
Managing a member’s email addresses requires access-management permission, which not every role has.

Go to People (/people) to see your member directory.
Click Add Person, enter their First Name and Last Name (required), and optionally their M.I., Date of Birth, Email, and Phone, then click Add Person to save.
Switch to the Households tab to view and manage households.
Click New Household, use Choose primary person to search for and select the household’s primary member, then click Create Household. Households are automatically named after the primary person — there’s no separate name field.
Expand a household card and click Add person to household to add more members, then set each person’s relationship (Spouse, Child, Parent, and similar options).
You can also manage a household from a person’s own profile: open their Household tab, click Create Household if they don’t have one yet, or Add to add someone to their existing household.
To update a member’s email addresses, open their profile’s Profile tab, find Contact Information, and click Update next to Email. This opens Manage email addresses.
Click Add email address, enter the address, and click Send code. The member must verify the new address themselves before it can be used to sign in — staff can’t verify it on their behalf.

Getting started — invite staff and assign roles.
Run your first fundraiser — start raising funds from the people in your directory.