This is the third post in a series explaining the features and benefits around MemberHub’s Family Members functionality. If you’re wondering why we’re doing this, read this.
In the last post we talked about the new Setting Up Your Family help section and the helpful tips throughout the application that bring more clarity to these features. After writing the detailed help section, we reconsidered the experience around adding a new family member. Our goal was to more clearly explain the implications of inviting them to be in your family versus just adding a family member and creating a “managed record”.
After clicking the Add button on the Family Members listing you will see the basic fields for a profile, first name, last name, gender and age. However, now there is a checkbox that requires you to make decision; namely, does this family member have an email address and should they have their own unique MemberHub login. Checking this box will slide down another few fields. You can read the instructions in the screen shot below.
As you can see, providing an email address and message will send the family member an email inviting them to join your family MemberHub. There is also a checkbox at the bottom that prompts you to consider whether this person should be a family administrator. This will likely be reserved for parents. Suffice it say that family administrators can do just that…administer their family in MemberHub. You can read more about family administrators in the help, but generally speaking this is a way for parents to monitor their child’s correspondence for any hubs that they are placed in or join themselves.
NOTE for family members under the age of 13:
One huge point of distinction here. If you enter a date of birth for this family member that calculates the age to be 13 or under the text changes and recognizes that this person cannot be invited to become a family administrator. This is currently the only way a child that is 13 or younger can honestly be given a MemberHub login. Children under the age of 13 cannot sign up and register themselves at MemberHub.
Backtracking a bit, if you do NOT check the “Invite this person to join your MemberHub family” checkbox then you essentially create a “Managed” record. In short a managed record represents a person in the system without their own login information. This is useful for adding younger children and for families who share an email address. The important thing to keep in mind here is that an email address in the system has to be tied to a profile; a user with some identity. So if a husband and wife share an email address, one of them can sign up and own the MemberHub account yet the other person can be added with their own profile, picture and information and be placed in that person’s respective hubs. This will accurately represent Mrs. Smith in her bridge club hub for example…even though it’s Mr. Smith’s profile information that’s linked to the actual MemberHub account. If Mrs. Smith gets an email address down the road and wants to manage her account with that email address, Mr. Smith can send her invitation from her profile which will send her an email instructing her to sign up at MemberHub and replace the managed record with the new MemberHub user profile. In this way, the family is kept intact, even though they have separate accounts and logins.
The real benefit to this part of the redesign is to bring clarity around building families in MemberHub, what a family admin is, and then begin to realize the benefits of having their family properly configured.
There are various benefits to having your family or household set up properly. We will explore those in the next post. And following that, we will explore some administration features that allow organizations to create an online family directory.