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Family Group Administration

Owned by Joanne Shovelton
Last updated: Feb 27, 2020
6 min read

Family Groups are used to group together members who share a family or a household. They allow members to perform administration tasks for each other without having to sign in separately. By default the adult members in any family group can see and perform administration tasks for any member of the family. If there is no adult in the family group, one of the children in the family group can be set up as the ‘Lead’ family member and that user’s login can be used to administer the whole family. Some clubs like to set a ‘Lead’ member for all family groups.

Family Groups is an optional module which is included in the cost of the core system. It may be switched on or off by a club administrator from Admin > Settings > Configure Modules.

Family Groups should not be confused with Group Subscriptions!

Though Group Subscriptions (group memberships) are often designed for families, they are simply a way of offering a discounted membership to groups of members who may or may not be in the same Family Group. In some use cases they are for members of the same club, team or company.

Family Groups are a way of grouping users for easier administration.

This guide is for administrators to create and edit family groups. Ordinary users can only create or add themselves to a family group at the time of registration; after registration these tasks must be performed by a club administrator.

Contents

 

How to Create a Family Group

  1. Sign in as a user who has the entitlement to administer family groups.

  2. Go to the Edit Family Groups Page, by default this is under Subscriptions > Edit Family Groups
    https://www.ExampleClub.org.uk/Admin/FamilyGroups

  3. Click the green “Add Group” button from the top of the page

     

  4. In the pop-up, give your group a name, it should be unique and easy to identify yourselves.

     

  5. In the Members box, start typing the name of the members you wish to add to the family group. When they appear in the drop-down list, click on the name to add them

     

  6. You can select a Lead Member from the drop-down, if desired.

     

  7. Click OK to save.

How to Add an Existing Member to a Family Group

  1. Sign in as a user who has the entitlement to administer family groups.

  2. Go to the Edit Family Groups Page, by default this is under Subscriptions > Edit Family Groups
    https://www.ExampleClub.org.uk/Admin/FamilyGroups

  3. Search for the family group you want using the Search tool, then click Apply Filter

     

  4. When you have found the family group, click the yellow “Edit” button

     

  5. The Edit Family Group pop-up will appear. In the Members box, start typing the name of the member you wish to add. Then select that member from the drop-down.

     

  6. Click OK to save.

How to Register a New Member and Add them to a Family Group

  1. Sign in as a user who has the entitlement to administer family groups.

  2. Go to the Edit Family Groups Page, by default this is under Subscriptions > Edit Family Groups
    https://www.ExampleClub.org.uk/Admin/FamilyGroups

  3. Search for the family group you want using the Search tool, then click Apply Filter

     

  4. When you have found the family group, click the green “Register” button

     

  5. You will be taken to the default Registration Wizard. Register the new member and when you get the Family Group section, select the family group you are working with

     

  6. Continue to the end of the registration process. The new user will be registered and placed in the family group.

How to Set the Lead Family Member

Lead family members are able to perform admin tasks for anyone in the family group. Therefore, setting a lead member means you will only need to remember the one login. Without a lead family member, admin tasks may be performed by any adult logged in to the family group (you must sign in as a member who is an adult). Lead family members are particularly useful if there are no adults in the family group, one child may be set at the Lead and only that child’s login need be remembered in order to perform admin tasks for all children in the family group.

  1. Sign in as a user who has the entitlement to administer family groups.

  2. Go to the Edit Family Groups Page, by default this is under Subscriptions > Edit Family Groups
    https://www.ExampleClub.org.uk/Admin/FamilyGroups

  3. Search for the family group you want using the Search tool, then click Apply Filter

     

  4. When you have found the family group, click the yellow “Edit” button

     

  5. The Edit Family Group pop-up will appear. Select the lead family member from the drop-down

     

  6. Click OK to save.

Other Family Group Administration Tasks

Other tasks can be performed for members of a family group as follows:

  1. Sign in as a user who has the entitlement to administer family groups.

  2. Go to the Edit Family Groups Page, by default this is under Subscriptions > Edit Family Groups
    https://www.ExampleClub.org.uk/Admin/FamilyGroups

  3. Search for the family group you want using the Search tool, then click Apply Filter

     

  4. When you have found the family group, click the yellow “Admin” button

     

  5. The Family Group Admin page appears

     

From the admin page you can do the following tasks

  • Change the family group name

  • Change the lead family member

     

  • Register another family member

  • Set the home address to be the same for all members

     

  • Edit the Profile of a member

     

  • and remove a member from the group

     

Don’t forget you must always “Save Changes” on this page.

 

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