Managing Household Members in the ATLAS Directory Follow

Topics Covered
Manage Household Members

Target Users
Directory Administrators
Directory Contact Managers

Required Permissions
Directory Administrators
Directory Contact Managers

Key Features Overview

Once you select Household Members under the Contacts drop-down, the interface provides access to several key features:

• New Household Members: Enables the creation of new individual profiles for each member of the household.

• Seed: Adds fake household member data for testing or demonstration purposes.

Filter Options:

• Use the following filters at the top of the page to find specific household members:

  • Organization: Select the organization for which you want to view household members.
  • Section: Narrow down results by section.
  • Tag: Filter household members based on tags
  • Has Photo: View household members with an associated photo.

• Users can also search directly in the Search field to quickly locate a specific household member.

Managing Household Members

The page displays current household members along with details such as their account type (private), status, and organization.

• • Name: The name of the location.
  • Account: Relevant account details associated with the location.
  • Links: Indicates whether the location is synced with SAFE or ATLAS Workflows.
  • Status: Indicates the status of the location.
  • Organization: The name of the organization the location belongs to.
  • Section: An optional field to specify the department or section within the organization.
  • Primary Email: The main email address for the location.
  • Primary Phone: The primary phone number for the location.
  • Tags: Customizable tags to help categorize locations.

Filtering by Organization: Users can filter the location list by selecting an organization from the Organization filter at the top.

Searching for Specific Locations: Use the search bar to find locations by typing in keywords like the location's name, email, or organization.

Household Members Actions Menu

For each external contact, the ellipsis menu on the right-hand side provides a set of actions:

• Deactivate: Deactivate the current assignment for the household member.
• Change Contact Type: Change the contact type to Employee, Location, External Contact, or Household Member.
• Deactivate and Block Sync: Deactivate the assignment and prevent further syncing of the household member's data. The household member will be added to the Block Sync Rules list.
• Request Profile Update: Require the user to review and confirm their profile information when accessing the ATLAS Directory.
• Change Assignment Post: Update and transfer the household member's assigned organization.
• Merge Duplicate Names: Merge profiles with duplicate names.
• Change Account: Set a new default OKTA account to be linked to an ATLAS Directory account for the selected household member.

Creating a New Household Member

To manually add a new household member, click the New Household Member button in the top-right corner to open the location creation form.

Note: If the user supports multiple posts/organizations, ensure that the correct organization is chosen from the filter options to display relevant household members.

Complete the following fields in the Employee tab:

• First Name, Middle Name, Last Name: Enter the member's full name.
• Preferred Name and Preferred Pronoun: Specify the member's preferred name and pronoun to ensure respectful and accurate communication.
• Phonetic Spelling: Include the phonetic spelling of the member's name.
• Related Employee: Choose the employee to whom the household member is related by selecting from the list of existing employees.
• Relationship to Employee: Indicate the type of relationship the household member has with the related employee (ex. spouse, child, dependent).
• Biography: Provide any background information or relevant details about the household member
• Avatar: Add or edit the avatar image associated with the location by clicking the Edit icon on the avatar.
• Tags: Add relevant tags to categorize or label the member.
• Radio Call Sign and Required Radios: Enter details related to radio communication if applicable, such as call signs or any required radio equipment the member uses.

Additional Tabs:

• Phone Numbers: Add any phone numbers associated with the household member.
• Email Addresses: Input any email addresses that are linked to the household member
• Business Card: Optionally, create or modify a business card for the household member for official or internal use.
• Sync and Addresses: Use the Sync option to synchronize data across platforms and manage any addresses linked to the household member.
• ICASS: Include ICASS-related information if applicable.
  •  

Once all information is filled out, click Save Changes to create the new location. To discard changes, select Cancel.

Editing a Household Member

To edit details of an existing household member, click the edit icon (represented by a pencil) next to the household member's name.

This opens a form where users can modify the household member's information.

After making changes, users should save the updates to ensure the household member's information remains accurate.

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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