This article provides support to Community Leaders with manually adding new members, including the creation of a new property and household.
1. Navigate to the Communitrak app, and select "Members & Groups" from the main navigation menu.
2. Select "Community Members" from the expanded menu below Members & Groups.
3. Click the "Invite Member" button at the top right of the screen.
4. In the Invite Member dialog, select an existing property from the dropdown list, or create a new one.
5. If you select to create a new property, you’ll need to provide the full street address or lot number.
6. Click "Validate Address"
7. Make sure the formatted address is correct, and click "Confirm Address"
8. Select an existing household located at this property from the dropdown, or create a new household. If you create a new household, provide a name for the household. We recommend something like “Appleseed Household.”
9. Click "Next"
10. You’ll now provide information about the first household member including name, email, and phone number.
11. Select a household role for the new member.
There are two household roles: Member and Head of Household.
Members assigned as Head of Household can manage payments for the household and add or remove household members.
12. Click the "Send Invitation” button to send the invitation containing a unique access code to the member via email.
13. You'll get a success message with the option to invite another member or close.
