When your site was created, past year PTA members provided to MemberHub by your state PTA were entered into the People tab. There are a number of ways to add additional people to your site.
- Provide a link to your Site Joins page via email, paper or text following instructions here.
- Add people with Email Addresses from your existing list or database following instructions here.
- Add Person manually in the People tab following instructions below.
There are also a couple of options which will automatically create profiles when people join your PTA.
- You can update settings in Admin Console > Settings > Features > Member Access to Allow people that join your PTA online to access your MemberHub site. So when people pay dues on your Dues Payment Page, they will automatically have a profile created for them in your site.
- Add cash/check paying members in the Add Members page of the PTA tab and leave the box checked Allow this person to join and access your MemberHub Site. *Instructions are in your state PTA Leaders section under Cash and Check Dues Payments.
In the People tab, you can view a list of all members as well as Search by Name or Email, Filter by Status including by PTA Members, Manage Tags. You can Add Person, Print Directory, Export People and Export a School Directory. Child/student names are in italics.
You can select to View Individuals or Families. You can also Select All on page or Select All in site.
You will see the following icon if the person does not have an associated email address:
Once you select a person(s), the People Actions box will appear. Clicking on it will give you the following options. Note: If you send a message this way it will not be stored in a hub and you will not have access to open stats.
Remove from Org inactivates the person's profile, this will not delete any associated transaction.
You can use Add Person to manually add people into your MemberHub site. However, it is preferable to use your Site Joins Page or add contact information following the instructions here. To manually add a person click on Add Person on the right. Enter as much information as you can and click on Add Person at the bottom. This person now has a profile in your MemberHub site.
Note: The Add People button on the People tab is different than the Add Members form in the PTA 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.
Families: To create and edit Families, click on a name to access that individual's profile.
There is a section on the right that lists Family Members. Click the Edit link and you're taken to a screen where you can begin adding people to Charles's family.
On The Anderson Family screen, click the Add Existing Person button and a dialog will pop up where you can type the name of a person already in your database that you wish to be grouped into the Anderson family.
This list is actually filtered with the last name of the person's family you're editing. In this case, it's narrowed the search down to person records with the last name of Anderson. We can add Charles's wife, Tina, as an adult and add his son, Samuel, as a child. The Anderson family is built. You can even upload a family picture.
Alternatively, you can click the Add New Person button on the family view and it will create a new person record in your database and group them into that existing family.
Allow Members to Edit Their Own Family: If you'd like to allow your members to edit their own family there is a feature setting that can be configured. Go to the Admin Console, click on the Settings tab and then click on the Features link on the right. Then check the Allow everyone to add and edit family members.
Be Careful: Please be aware that when you give members the ability to edit their own family you then give them the ability to add new person records to your database.