Step 3: Add members

This tutorial is for users who need to add individual family members to a household.

What you'll do

Create individual records for family members and link them to the household you created in Step 2.

Before you start

• Complete Step 2: Create a Household

• Have information about each family member (names, dates of birth, etc.)

• Allow 5-10 minutes to complete this step

The scenario

You've created the Garcia Family household. Now you need to register the individual family members: Maria (head of household), Carlos (spouse), and Sofia (child).

Steps

1. Create the Head of Household

From the Registry Search Portal, click New Individual to create the first family member.

2. Enter individual information

Enter the information for Maria Garcia, the head of household:

Field	Value
Family Name	Garcia
Given Name	Maria
Date of Birth	1985-03-15
Gender	Female
Phone	+1-555-0123

3. Save the Individual

Click Save to create Maria's record.

4. Create Additional Family Members

Repeat steps 1-3 to create records for:

Carlos Garcia (Spouse)

Field	Value
Family Name	Garcia
Given Name	Carlos
Date of Birth	1983-07-22
Gender	Male

Sofia Garcia (Child)

Field	Value
Family Name	Garcia
Given Name	Sofia
Date of Birth	2020-01-10
Gender	Female

5. Open the household record

Search for "Garcia Family" in the Registry Search Portal and open the household record.

6. Add members to the household

In the Members section, click Add a line to add family members.

7. Select family members

Select each individual from the dropdown. You can also click Search More to find specific individuals.

8. Assign head of household

Assign Maria Garcia as head of household.

9. Save the household

Click Save to update the household with its members.

10. Verify the completed household

Review the household record. You should see all three family members listed with their roles.

What you accomplished

You've learned how to:

• Create individual records for family members

• Link individuals to a household

• Assign roles to household members

• Verify the completed household

Key concepts

Concept	Description
Individual	A single person registered in the system
Member	An individual linked to a group
Role	The person's relationship to the household (Head, Spouse, Child, etc.)

Are you stuck?

Can't find the individual in the dropdown? Make sure you've saved the individual record first. Search for them using the Search More option.

Role options not showing? Your administrator may need to configure member roles for your installation.

Can't add members? Verify you have permission to edit group records. Contact your administrator if needed.

Next Steps

Congratulations! You've successfully registered your first household with family members.

From here, you can:

• Import registrant data - Import multiple registrants from files

• Your first program - Enroll this household in a social protection program

• Export registrant data - Export registrant data for reporting