Summary: This guide explains how Admins can streamline contact management by adding, editing, and deleting Households in Tithely People. Grouping family members into a single household ensures their address information is synchronized and allows for combined end-of-year tax statements.
Before You Begin
- Permissions Required: You must be an Account Owner, an Admin, or have Limited Access with permission granted for Tithely People.
- Household Definition: A Household is defined as a family grouping sharing the same mailing address and home phone number. The household image, home address, and phone number are pulled directly from the primary contact's profile information.
- Membership Limits: An individual person can belong to a maximum of 2 households.
Step-by-Step Instructions
How to Add a New Household
- Log in to your Tithely Admin account.
- Select People from the left-hand menu.
- Select Households from the People menu.
- Click the Add New + button at the top right of the page.
- Enter the new Household name.
- Search your People database and select members to add them to the household.
- Set your Primary Contact. Note: By default, the first household member added is set as the primary. To change this during setup, click the house icon to the right of another member's name.
- Select whether you would like to send separate tax receipts for each person in this household.
- Click the Create New Household button.
How to Add a Person to an Existing Household
- Navigate to Households within the People menu.
- Select the specific Household you'd like to add a person to.
- Click Add Member.
- Search your People database for the person and select them to add them to the Household. Note: Any household that a person is currently associated with will automatically be listed on their individual profile as well.
How to Change the Primary Contact of a Household
- Navigate to Households within the People menu.
- Select the Household you'd like to update.
- Click the ellipsis (3 dots) icon to the right of the person's name you want to designate as primary. Note: The person must already be added as a member of the Household first.
- Select Make Primary.
How to Remove a Person from a Household
- Navigate to Households within the People menu.
- Select the Household you want to edit.
- Click the ellipsis (3 dots) icon to the right of the person's name.
- Select Remove.
How to Delete a Household
- Navigate to Households within the People menu.
- Select the Household you'd like to delete.
- Click the gear icon at the top right of the screen.
- Select Delete.
Troubleshooting & FAQs
- Will deleting a household delete the people in it? No. Deleting a household only removes the grouping. The individual people profiles will remain active in your Tithely database.
- Where does the household address and phone number come from? The household image, home address, and phone number are tied directly to the Primary Contact's profile information. If you need to update the household address, you must update the Primary Contact's personal profile.
- Can a person belong to more than one household? Yes, a person can belong to a maximum of 2 households. This is helpful for children in split-household families.
- How are tax statements handled for households? When creating or editing a household, you have the option to specify whether you want to send separate tax receipts for each individual, or combine them into a single household statement based on the Primary Contact's details.