Create a Surviving Spouse Profile - v8

When a member passes away, and the spouse will remain active in the group as a spouse, and may attend events where spouses are invited, create a new profile for the spouse.

Example of Surviving Spouse Profile

Image Placeholder

INSTRUCTIONS


1.  Admin Control Panel > MEMBERS > click ADD MEMBER.

Image Placeholder

2. Select MEMBER TYPE* or USER TYPE*. (Do not select or assign as GUEST.)
*Varies by site

Image Placeholder

In the first name field enter spouse first name. In last name field enter spouse last name adding 
"- Surviving Spouse", or preferred wording > click ADD.

Image Placeholder


3. PERSONAL > GENERAL > Fill in fields as needed. DO NOT ENTER HOME EMAIL or COMPANY EMAIL ADDRESS to avoid the surviving spouse receiving emails intended for members only and login issues.

Image Placeholder


4. PERSONAL > PHOTO > upload spouse photo or send to us and we'll color correct, crop and upload.



5. COMPANY. Leave all blank. (Enter spouse company information under FAMILY > Spouse Company.)


6. FAMILY > SPOUSE

A. Copy/paste or enter the spouse information from the existing deceased member profile > click SAVE.

TIP: Enter the surviving spouse email address here ONLY. This way the spouse receives emails intended for spouses and not members. 

Image Placeholder


7. OPTIONAL: MEMBERSHIP > enter year joined and "Honorary Member" or preferred title > click SAVE.




8. LOGIN > Change SPOUSE user name and password to the same spouse user name and password found in the deceased member profile, so spouse may login using the new profile easily > click SAVE.

Image Placeholder


9. For the deceased member profile there are two options:

A. Make profile inactive.

B. Keep profile active with "In Memory Of" and "(19XX-2020") added to name fields or preferred wording (see Honoring the Death of a Member - v8).