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SStandShare

Find and manage family accounts

Admin

The family list gives administrators a central view of all families in the organization, with search, filtering, and quick access to family details.

Prerequisites​

  • You must have the Admin role or a role with family_account.view_all permission.

Accessing the family list​

Navigate to Manage Families from the admin navigation. The page displays all families with summary statistics at the top.

Summary cards​

Four summary cards provide a quick overview:

CardWhat it shows
Total FamiliesTotal number of family records in the organization
ActiveNumber of families with an active status
Total WorkersCombined count of workers and guest members
Total StudentsCombined count of child members across all families

Searching families​

Use the search box to filter the family list by name. The list updates as you type. Searching matches against the family name field.

Filtering by status​

Use the status filter to narrow the list:

  • Active -- families currently participating (default view)
  • All -- shows every family regardless of status

Click any family row to open the family detail modal. This shows the full family record including members, workers, contact preferences, and financial data. See Family Detail for a complete reference.

What you see for each family​

The family list table includes:

  • Family name
  • Program -- the activity or program the family belongs to
  • Status -- active or inactive badge
  • Members -- count of child members
  • Workers -- count of adult workers
  • Balance -- current account balance (fetched separately, color-coded)

Pagination​

The list loads up to 100 families per page. Use the pagination controls to navigate between pages if your organization has more than 100 families.

Next Steps​