Adding relatives one at a time

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This tutorial explains how you can add relatives individually. Before you proceed with this, we would recommend that you take a look at this article we have written which covers different safeguarding and data protection issues you might want to consider when adding relatives. 

On Tapestry you can add as many relatives as you wish, and you can link various relatives to the same child. If there is a family that would like to have an account for every single member, e.g. parents, grandparents, uncles, aunts, etc., that is absolutely fine!

To add relatives one at a time the most important piece of information you will need is their email address. All relative accounts need an email address to be able to log in.

Once you have this information, you can go to control panel (1) > manage relatives (2) > add relative (3).

 

 

 

This will take you to a form that you will need to fill in with the corresponding information. All compulsory fields have been marked with a *.

 

 

(1) Here you will be able to upload a profile photo for that relative. This is optional, but if you do add photos for relatives, they will show up in the observations those relatives add.

(2) The 'details' section asks for a first name, surname and email address. Please note that we recommend using the relatives' actual name, not their children's, to avoid confusion when managing the account. However, there is nothing stopping you from naming a relative Mrs Kubrick (Emma Kubrick's Mum), for instance. 

The registered email address will be the one they'll use to log in. 

(3) The 'activation' field allows you to decide how and when to activate a user. 

1. Email an activation link to the user: an email will be sent to the registered email address with a link. By clicking on the link, the user will be able to create a password of their choice and gain access to their account. 
2. Manually enter the password and make active immediately: you will have to set them up with a random password. Please note that Tapestry will not send a notification email letting the user know their account is now active. You will have to advise them of their account having been activated and either send them the random password you set them up with or ask them to request a reset password email (learn more about gaining access as an active user here).
3. Do not activate yet: no actions will be taken to activate the user and they will remain not activated (learn about user status here). You will be able to initiate the activation process later on by following the instructions in this tutorial here. 

(4) You can link relatives to any and all of their children in the account from here. If they have twins or a set of siblings that are set up in the same Tapestry account, you will be able to link them all to the relative from here. 

When you attach a child you can mark the relative as having 'Parental Responsibility' for the child, meaning that the relative will receive a notification once accident entries are signed off. You can also mark the relative as the child's 'Bill Payer', which will allow you to send invoices for the child to that relative.

Do not worry if you prefer not to link them straight away, as you can do so later as explained here.

 

Once you are happy with the information that has been input, press 'save' and you are done!

 

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