Skip to main content
← Back to all guides
Your supporters' portal

Manage your household

Add the people who live with you, update or remove them and choose who your household membership covers.

Who can do this: You, signed in to the organization's supporter portal with your own email address. Changes save right away, and the organization can see what you changed.

Quick steps: Portal › sign in › "Profile" › "Your household" › "Add a person" › name › "Add to household". To change someone: "Edit" › "Save". To take someone off: "Remove" › "Yes, remove".

Before you start

  • You need access to the email inbox the organization has for you. The portal signs you in with a code sent there. See Sign in to the supporter portal.
  • Have the first and last name of each person you want to add. Their email and phone are optional.
  • Your household is the people who live with you. People you add here share your mailing address in the organization's records.
  • The supporter portal is a private page where you can see your membership, payments and details with the organization.

Open your household

Page: /portal/<orgSlug>

  1. Sign in to the portal.
  2. Near the top of the page are three tabs: "Home", "Payments" and "Profile". Click "Profile".
  3. Scroll down past your contact details to "Your household".
  4. You are listed first, with "(you)" after your name. Anyone else in your household is listed below you.

Add a person

Page: /portal/<orgSlug>

  1. Open "Your household" (see above).
  2. Below the list, click "Add a person".
  3. Type their "First name" and "Last name". Both are needed.
  4. If you like, type their "Email (optional)" and "Phone (optional)". Don't use your own email.
  5. Click "Add to household". It stays grayed out until both names are filled in.
  6. You'll see their first name followed by "was added to your household." That means it worked. They now show in the list.

If it didn't work:

  • "Please enter this person's name." under a name box means it holds a word like "None". Type their real name.
  • "That is your own email. Enter the email of the person you are adding, or leave it blank." means type their email, or leave it empty.
  • "We couldn't save that. Please try again." means try again in a moment.

Change someone's details

You can change the details of people you added here yourself. For anyone else, contact the organization.

  1. In "Your household", find the person.
  2. At the right of their row, click "Edit". If there is no "Edit" button, they were added by the organization.
  3. Change their name, email or phone.
  4. Click "Save".
  5. You'll see "Saved." That means it worked.

To change your own details, use the contact details above "Your household" on the same tab.

Remove someone from your household

Removing someone takes them out of your household only. Their record with the organization is kept.

  1. In "Your household", find the person.
  2. At the right of their row, click "Remove".
  3. Two buttons appear: "Yes, remove" and "Keep".

Important: clicking "Yes, remove" takes them out of your household right away. To put them back, you'd add them again.

  1. Click "Yes, remove". Or click "Keep" to leave them in.
  2. You'll see their name followed by "was removed from your household." That means it worked.

Choose who your household membership covers

This only shows if you hold a membership that covers other people in your household, for example a family membership.

  1. In "Your household", below the list, find the line that starts "Your" and the name of your membership level, for example "Your Family membership covers 2 more people".
  2. Under it you'll see how many places are used, for example "1 of 2 places used".
  3. Each person shows "Covered" or a box to check. Someone with their own membership shows "… has their own membership."
  4. To give a place to someone, check the box next to their name, or choose them if there is only one place. It saves right away. Unchecking someone saves nothing until you check someone else for that place.
  5. If a place is open, you'll see "Pick who should take the open place. Nothing changes until you do."

If you see "We couldn't save that. Please try again.", your choice wasn't saved. Try again.

Special cases

  • You can't remove yourself. Your own row has no buttons.
  • Someone added by the organization shows by name only, with "Remove" but no "Edit".
  • Your household on a business record: households are for people. If you are signed in as a business, contact the organization.

If you make a mistake

  • Added the wrong person or a typo: click "Edit" on their row and fix it, or "Remove" them.
  • Removed someone by mistake: add them again with "Add a person".