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Create a member record manually

This guide shows you how to add a new contact record directly in MapleGather, without importing from a file or waiting for someone to sign up themselves.

Who can do this: Admins with the create-contact permission. If the Add member button isn’t visible, contact your org owner.

Before you start

Section titled “Before you start”
  • Have the person’s first name and email address ready. Those are the only required fields.
  • If you’re adding a child or dependent who doesn’t have an email address, you can still create a record — see step 5.

Steps

Section titled “Steps”
  1. In the left sidebar, select Members.
  2. Select Add member, then select Add a person. (If your member list is empty, Add member opens the form directly.)
  3. Enter the person’s First name and Primary email. These are the only required fields.
  4. Fill in the optional Last name and Phone if you have them. The create form has no other fields; custom fields aren’t on it.
  5. For a child or dependent with no email: check Does not have an email address (child / dependent). The Primary email field is removed and a Parent or guardian household box appears — enter the household this child belongs to before saving.
  6. Select Save to create the record and go to the new record’s detail page. To add another record, start again from Add member.

New records start with the Contact role. Changing a record’s contact roles isn’t available yet.

Verify

Section titled “Verify”

You’ll know it worked when the new record’s detail page opens and a “Member record created” confirmation appears briefly at the bottom of the screen.

If something goes wrong

Section titled “If something goes wrong”
  • “A record with this email already exists” — someone is already in your database with that email. Select View existing record to review it. If you’re adding a family member who shares that email address, select Create anyway. The record is created immediately, and MapleGather logs the override in the audit log. Your entries are kept if the warning appears. Exception: if the address is confirmed (verified) on another record, Create anyway can’t override it — the form then says “This email can’t be used for another record”. Use a different email, or leave it blank if the person has none.
  • “Select a parent or guardian household” — you checked the no-email option but haven’t linked a household yet. Fill in the Parent or guardian household box before saving.
  • “Could not save — please try again” — a connection problem prevented the record from being created. Your entries are still in the form. Select Save again.
Section titled “Related”