Households in People

This article delves into the essentials of adding, editing, and deleting Households, defined as family groupings sharing the same mailing address and home phone number. Tailored for administrators looking to streamline contact management, it provides straightforward guidance on organizing your church's database efficiently. Whether you're setting up new families or updating existing records, this introduction paves the way for effective church administration through Tithely.

User Permissions needed to access People
Account Owner, Admin, or Limited Access with access granted to People. If you have additional questions, please reference this article.

How to Add a Household

  1. Login to your Tithely Admin account.

  2. Select People from the left-hand menu.

  3. Select Households from the People menu.

  4. Click the Add New + button at the top right of the page.

     

    Add New Household

     

  5. Add the Household name.

  6. Add Household members by searching your People database and selecting members.

  7. Set your Primary Contact. By default the first household member you add will be set as the primary, to change this click the house icon to the right of the household members name to set them as the primary contact.

     

     

  8. Select if you'd like to send separate tax receipts for each person in this household.

  9. Select Create New Household.
    Please Note: The household image, home address, and phone number will tie directly to the primary contact's profile information.

 

How to Add a Person to a Household

  1. Login to your Tithely Admin account.

  2. Select People from the left-hand menu.

  3. Select Households from the People menu.

  4. Select the Household you'd like to add a person to.

  5. Click Add Member and search your People database for the person you'd like to add to the Household.

     

     

Please Note: Any household that a person is currently associated with, will be listed on their profile as well. A person can belong to a maximum of 2 households.

How to Change the Primary Contact of a Household

Important Note: To change the Primary Contact of a household the person must first be added as a member of the Household.

  1. Login to your Tithely Admin account.

  2. Select People from the left-hand menu.

  3. Select Households from the People menu.

  4. Select the Household you'd like to change the primary contact for.

  5. Click the ellipsis (3 dots) to the right of the persons name, and select Make Primary.

     

    Change the Primary Contact of a Household
 

How to Remove a Person from a Household

  1. Login to your Tithely Admin account.

  2. Select People from the left-hand menu.

  3. Select Households from the People menu.

  4. Select the Household you'd like to change the primary contact for.

  5. Click the ellipsis (3 dots) to the right of the persons name, and select Remove.

    Remove a Person from a Household
 

How to Archive a Household

Please Note: This does not delete the individuals from the system, just the household itself.

  1. Login to your Tithely Admin account.

  2. Select People from the left-hand menu.

  3. Select Households from the People menu.

  4. Select the Household you'd like to archive.

  5. Click the gear icon at the top right and select Archive.

     

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