How to Associate Members?

💡 Note:
If the associated members share the same email address, please see How to Set Up Two Household Members with a Shared Email for instructions.

1. Add a New Person

Go to:

Admin → People Management → Add New Person

2. Create the Primary Member

Enter the primary member's information and complete their profile.

3. Add the Address

Enter the primary member's address and save the profile.

This address will automatically be applied to the associated household member.

4. Create the Membership

Create a membership for the primary member and select a Household membership type.

Click SAVE.

5. Add the Associated Member

Click the Associated Members tab.

5a. If the Partner Already Exists in Helpful Village

If the partner has already been added to Helpful Village, enter their First Name, Last Name, and Email Address, then select the person from the database.

5b. If the Partner Does Not Exist in Helpful Village

If the partner has not yet been added to Helpful Village, you can create them directly from the Associated Members tab.

Enter their First Name, Last Name, and Email Address. Helpful Village will confirm that a new user has been created.

Creating the partner from the Associated Members tab ensures that the associated members share the same household address and membership information.