Connection Card Pro Help & Documentation




Last Updated: Jul 31, 2025 5:33 PM

Households & Family Connections in the Personal Hub

How Personal Hub Access and Visibility Works for Household Members

In Connection Card Pro, households and family relationships don’t just organize your people — they also control what members see and can do in the Personal Hub.

This document outlines what happens when household links are added or removed, who can manage household info, and how to keep things secure and accurate.


Contents


Who Can See or Do What?

Role Can View/Edit Other Household Members? Can Add Household Members? Can Approve New Links?
Primary Contact ✅ Yes ✅ Yes ❌ No (admin only)
Household Manager(s) ✅ Yes ✅ Yes ❌ No (admin only)
Regular Household Member ❌ No ❌ No ❌ No
Admin Users ✅ Yes (always) ✅ Yes ✅ Yes
  • ✅ The Primary Contact can manage the household even if they are not set as a manager.
  • ✅ Any number of additional managers can be assigned.

Adding a New Household Member (from the Hub)

When a manager adds someone new to the household from their Personal Hub:

  1. The system checks for a match in your church’s database
  2. Based on the match result:
Match Result What Happens
✅ No match A new person is created and immediately added
⚠️ Match found, but already in a household Link is blocked; user sees an error
✅ Match found, not in a household Link is submitted for admin approval before access is granted
🔐 Managers cannot view or edit any person until the link is approved. This protects personal data and prevents unauthorized access.

Important Notes on Security

  • Admins should carefully review and approve new household links added via the hub.
  • Family connections are not used to auto-approve household links — even if someone is already a parent/sibling/spouse, the system will not grant access until an admin approves.
  • This protects individuals in sensitive or domestic situations from unwanted household data exposure.
🔒 Never assume that a family connection implies permission to view personal details. Household links are what control visibility.

  • If an admin removes someone from a household, they will immediately disappear from other members’ Personal Hubs.
  • If a manager is removed as a household member, they lose their ability to manage that household.

✅ Best Practices for Admins

  • Only assign manager access to trusted adults within a household.
  • Always review the details before approving a new household connection.
  • Use clear family relationship types when connecting people to clarify why they are linked.
  • Avoid unnecessary household creation — especially for single individuals.
If you still have questions or require additional help, please contact our support team by clicking on the Help button > Contact Support.
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