Articles
Find/Add Account
FIND MEMBER Click “Find Account”. Search by last and first name. You can also search by birthdate, email address, phone number, or a combination of any of the above. Narrow the search further by using the options available under Advanced Search...
Add Household Member
ADD HOUSEHOLD MEMBER From any profile page in the unit > Click on the Green + under the profile picture. Add new member information. Edit email and phone number if different from Primary Member. Click “Save” Take photo To update who is ...
Member Merge
MERGE Note: Merge is final and cannot be undone . Do not merge unless you are certain. The merge process combines household units. This means that everyone in the “from” household is merged into the “to” household. Individuals cannot be extra...