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Family Management

FaithAdmin lets you link individual profiles into family units, making it easy to manage households and communicate with entire families at once.

Creating a Family​

  1. Navigate to Families from the sidebar.
  2. Click Add Family.
  3. Enter the family name (typically the surname).
  4. Add family members by searching for existing profiles.
  5. Click Save.

Family Roles​

When adding members to a family, you can assign roles:

  • Primary Contact -- The main point of contact for the family. Communications addressed to the family go to this person.
  • Family Leader -- Head of household designation. A family can have multiple leaders (e.g., both parents).
  • Member -- Standard family member (children, extended family, etc.).

Linking Existing Profiles​

You do not need to create new profiles to build a family. Search for and link any existing profiles in your directory. One profile can belong to only one family at a time.

Managing Families​

From the family detail page you can:

  • View all family members and their roles at a glance
  • Edit the family name or primary contact
  • Add or remove members
  • See combined family activity (attendance, giving)

Families in Other Features​

Family data flows throughout FaithAdmin:

  • Giving -- Family-level giving summaries and statements
  • Check-in -- Children are linked to guardians via family relationships
  • Directory -- Families can appear as a unit in the Member Directory
  • Export -- Export family data to CSV. See Data Export.
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Set the primary contact for each family so that emails and notifications reach the right person.