Adding Members

Adding Members

How to Get There

Adding a member to your troop is simple and there are a couple of ways to do so. Like most things, you can get there using one of the badge buttons.  Just click on the Manage badge then Members, then select what type of member you would like to add as shown below. Options will vary by organization.



Another quick way is to select the Add Member button on the Patrols page.



The Add Member Form

Here's what the form looks like, annotated so that we can talk about the important parts.



General Note: Anything you add here can be changed later on.

Section 1: Member Name

You can add more details about your member's name such as a suffix or middle name by editing their profile after you add them, but just type in their first and last name to get started.

Section 2: Email

If you plan on sending this member an invitation to log in to TroopTrack, an email address is required. Otherwise, you can skip it. It's okay to use the same email address for different members of your troop. This is commonly done in packs where a parent's email address is used for a youth/scout.

Section 3: Family

You can add your new member directly to an existing household or households in your troop. Just select the households they are a part of with your mouse.  Once a household has been established, there is no need to enter the address again each time a member is added to it.

If you are adding a member without any other family members in your troop yet, you can create their household by filling in the form. Make sure to give the household a name and fill in the address fields.  

Section 4: Patrol/Den

If you have already set up your patrols/dens/units, then you can add a new member directly to it. Just pick the right one from the list. If you don't want to add a new member to one of them just leave it blank and move on. If you selected option 2 where you're adding the member from the Unit/Patrol page, this box will automatically be filled in for you.

Section 5: Access Level/Privileges

In this section, you can add a profile picture and give certain accesses and privileges.  This shows the options for adding a leader. Adding a scout or other adult leader will have fewer options.

See Controlling Access and Privileges for more information about this topic.

Section 6: Privilege Descriptions

A nice box describing the different types of privileges that can be given to a member.

 

Send Invitation

When you've filled out the appropriate information, make sure to select the box labeled "Send an email inviting them to register as a TroopTrack user"click this button to add the member and send them an email inviting them to log in to TroopTrack. It will give them their auto-generated user name and include a link they can use to set their password, like this:

Add Without Inviting

There are a number of good reasons to add a user without inviting them to log in to TroopTrack, including:

  • They are young scouts and don't have an email address
  • You are rolling TroopTrack out progressively to members of your Troop or Pack gradually

Whatever your reason, simply don't select the box to invite them. You will be able to track advancement, leadership, etc for any user you add without inviting, and if you decide to invite them later you can do that easily by managing their user account.


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