Manually add PTA Members

Manually adding PTA members should be used as a last resort. Ideally you want people to join your PTA using the online Dues Payment page set up in the Money tab so PTA members are automatically added to your MemberHub site and to your state-level membership database. Even better - their dues are automatically routed to your PTA account and your state-level PTA account.

If someone wants to pay their dues by check or cask, you can add them manually. Remember you will have to send the appropriate dues portion for these to your state-level PTA.

Click on the PTA tab in the Admin ConsoleAdmin_Gear.PNGand you’ll see a link on the right for Add Members. Enter the information requested in the form. Make sure to split the Dues Amount from any Extra Donation Amount. Click Add Member.

When adding a new PTA member there is a checkbox that says Allow this person to join your MemberHub SiteThis checkbox defaults to checked and if the form is submitted that way, this person will be added to your MemberHub site and be able to create an account with their email address.

If you do NOT want a particular PTA member to access your MemberHub Site, simply uncheck this box before you submit the form.

Note: The Add Members form in the PTA tab is different than the Add People button on the People tab. The Add People button gives you a way to add people to your MemberHub site but does not mark that person as a paid PTA member. You need to visit the PTA tab and click the Add Members link to actually add new PTA members.

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