Members and Program Participants can be linked to other members in Core at multiple touchpoints.
Adding a member relationship on the unit page
From a member or participants unit page, a new relationship can be added by clicking on '+ Non-Unit Connection' and searching for an existing member. Once selected, staff can pick a relationship option from the drop-down. Multiple relationships can be added for the same members or the relationship can be removed entirely.
These relationships can be modified in the Default Relationships field on Members tab in Association Settings.
Adding a relationship from the member-side page
Both staff and members are able to add a relationship or authorized pickup from the member-facing account page.
Clicking on 'Authorized Pickups' takes users to another page where there can view current authorized pickups or select '+ Add' to add more.
If there are no other members on the unit, the screen with look like this:
Users will then need to select '+ add someone' in order to search for someone in another unit or add someone not currently in Core. Choosing a member already in Core will take users through the same workflow previously described.
If a new member needs to be added in Core, then users will need the following information, verify it is correct, and click continue. This will create a guest profile that can later be changed to an active unit.
Adding a relationship through a program
As part of program registration questions, you can ask for further information on Authorized Pickups and other types of relationships. By default, Core lets you collect Address, City, State and Zip. You can also add other information like DL Number by requesting it from our team.
This information will be available on the program information sheet for staff to view.