π‘ Note:
This can only be used for households that share an address, email address and a trusted relationship.
Membership type must be a Household Membership type (not individual) before Associating or it will not work!
Step 1: Add the first person of the household
Step 2: Add the address for first member of household
π‘ Note:
When adding the address, scroll down to the bottom and select "SAVE address"
Step 3: Create membership for the primary member
π‘ Note:
When adding the membership info, scroll down to the bottom and select "SAVE membership info"
Step 4: Add 2nd person of Household by Clicking associated members in the Member tab
Step 5: Fill out first and last name of second member. You must enter their email as lastname@noemail.com
Step 6: Click Add. You will see a confirmation that the associated member has been created.
Step 7: Go to the page of the member who was created from the association with the lastname@noemail.com. Check the box 'this person shares email'.
Step 8: Create a user name for the associated member (the primary member logs in with their email). Put the shared email address into the box.
Step 9: Scroll to the bottom of the page and click update.
π‘Note:
You can now send password instructions to the person with the username. The instructions will be sent to the shared email and will allow them to login with their username.
Please make sure that the primary member has signed out of their account before the secondary member tries to set their password.
π‘ Note about the shared email + username:
The shared email will work with emails from within the HV system (such as service confirmation messages, event reminders, renewal notices and so forth). The shared email will not work with MailChimp sync. (so newsletters and so forth) β they will need their own email address to be on different lists.
Comments
0 comments
Please sign in to leave a comment.