### Overview When adding a new household, always perform a search in **Community** to ensure they do not already have an account. --- ### Step-by-Step Instructions #### 1. Search for Existing Households - Click on **Community** to open the search page. - Enter a **last name**, **first name**, **phone number**, or **email address** and click **Find**. - **Note:** Searching by phone number or email will override other criteria. #### 2. Add a New Household - If no existing account is found, click **'Add Household'** in the upper right corner. - You will be directed to the **'Adding New Participant'** screen. #### 3. Enter Household Information - Fill out all relevant fields. Fields with an **asterisk (*)** are mandatory. - Review each section: ##### Basic Info Tab **Section 1:** Basic Information - Enter name, address, and phone number. **Section 2:** Additional Details - Work Phone, Cell Phone, Gender, DOB, Ethnicity, Email Address - **Release Received:** Enter the date - **Relationship:** Define how each person is related to the Primary (only 1 Primary per household) - **Active Status:** Select **Yes** (for active accounts) or **No** (for inactive accounts that will not appear in searches or reports) - **Sales Tax Code:** Select from the dropdown if applicable - **No Paper Mail:** Check if the participant opts out of paper mail **Section 3:** Target and Solicitor Information - **Target Ask:** Enter expected contribution amount if applicable - **Solicitor:** Assign a staff or board member for solicitation (start typing a last name for suggestions) **Section 4:** Roles - **Generic Sales:** Use for shop sales if personal information is not provided - **Staff, Instructor, Artist/Vendor:** Select relevant roles and provide additional details if needed #### 4. Save the Information - Click **'Save'** or **'Save & Return'** as needed. ##### Additional Options - **Change Household:** Move a person to a different household - **Delete:** Only available to developers and support - **Return:** Navigate back without saving changes #### 5. Web Access Tab - Provide the participant’s website access information. - Click **'Activate'** to enable the account. - **Note:** The account is not activated until saved and validated for duplicate usernames. --- ## Adding an Organization ### Step-by-Step Instructions #### 1. Navigate to Community - Click **Community** in the upper right corner to access the search page. #### 2. Search for an Organization - Enter the **Organization name** and click **Find**. #### 3. Add a New Organization - If no matches are found, click **'Add Organization'** in the upper right corner. #### 4. Enter Organization Information - Complete all required fields for the organization. #### 5. Save the Organization - Click **'Save'** to finalize adding the new organization. ---