Directory — households & members
The Directory is your family’s address book: households (family units) and the people in them. A person’s record — their name, birthday, and dietary needs — is separate from a login account; a login is linked to a person so the app knows “this is you.”
Access at a glance: 🟢 Everyone can browse · 🟠 Manager + can manage.
Browsing the directory
Section titled “Browsing the directory”Access 🟢 Everyone
- View households and the people in them, and open Your Profile from the account menu.
- Self / Household Manager: if your login is linked to your own record, you can edit your own details (including your dietary tags, which feed meal planning and reports) from your profile page.
Setting up households and members
Section titled “Setting up households and members”Access 🟠 Manager +
Also available to that household’s Manager.
- Create a household: Directory → Create. Give it a name; notes and custom attributes are optional.
- Add people: open the household → Create Member. Enter at least a name; you can also record a birth date (or age band), dietary notes, and dietary tags (allergies, restrictions, or diets).
Inviting people and managing access
Section titled “Inviting people and managing access”Access 🟠 Manager +
- Invite someone: Settings → Users → Invite. Enter their email and a group role, and optionally attach them to a household with a household role. Existing users are added immediately; new users join automatically the next time they sign in — no email delivery needed on your end.
- Link a login to a person: in Settings → Users, open a user to set their group role, choose the member record they represent, and grant household access (Manager or Member).