Organizing Family Members

How Households Work

I'll use the Weasley family as an example to demonstrate how households work. Arthur Weasley is an assistant scoutmaster. Molly Weasley doesn't have a role in the troop, but she needs access to her son's scouting records so she can help them progress. Fred, George, and Ron are all scouts in our troop. George is a patrol leader.

We can group all the Weasley's as a family by adding them to the same household. Once that is done, we can give Molly the access she requires by setting her access level to "Household". We'll show how that is done next.

 

Step 1: Create a Household

Adding a new household is easy and is part of the "Manage" badge. You can actually add a new household as part of the new member setup then simply add members to the household once it has been established as shown below.  

 

After the new member screen appears, follow the steps below.  Again, once the household has been established, you may add members by simply highlighting the household name and saving (there is no need to re-enter the address information when doing this; it will automatically update).

You may also create a new household after members have been added by selecting the Manage badge, then Members, Households and finally choosing the New Household Menu option in the window that appears as shown below:  

Fill out the form that appears and you're done!

Step 2: Add a New Member to a Household

If you already have a household created but need to add a previously established member to the household, select the Manage badge, Members option, then Households option as shown below.

A new screen will appear listing all the households.  To edit a household, select the action button to the right of the household list and choose edit.  The following window will appear:

As you can see, you may then choose to edit address information/select new members to add to the household (or delete from a household). Don't forget to save to update the data. 

Note: You can add a person to multiple households. Just use shift + click to select the households a person will belong to. This is most common when adding a scout in a family with parents who are living separately.

Step 3:  Access and Priveleges

Access levels determine what/who a member can see.

Priveleges determine what the can change or do withint the TroopTrack envioroment.

These levels will be set when entering a member or can later be added/changed by selecting a member from the list and editing their information.  

For example, we'll take a look at Molly because she isn't a leader so she doesn't need to be able to update anything in TroopTrack, but she has 3 sons in the program and needs to be able to see what they are doing in order to help them progress in their goals.

  

In the green box, note:

  • Molly is an adult
  • She needs to be able to see the records of all her family members, so we've set her access level as "Household"
  • We've added her to the Weasley household by selecting it on the right.
  • There is no need for any priveleges to be highlighted as she only needs to SEE what her children are working towards.

A Few Notes About Households

You can add a person to multiple households. Just use shift + click to select the households a person will belong to. This is most common when adding a scout in a family with parents who are living separately.

Deleting a household does NOT delete the users in that household.

Any adults you add to a household will be included in the email list TroopTrack automatically creates for all parents.