Member & Entity Management Guide
In Asset-Map, a Member represents a person or legal entity (trust, business, etc.) associated with a household. Members can either be displayed on the visual Asset-Map and kept for reference in the Relationship Inventory.
Creating a New Member or Entity
There are three primary ways to add a member depending on your current view. Open the Add Member interface using a method below:
Method | Access Point | Best For... |
Sidebar Applet | Click the (+) icon at the top of the Sidebar. Select Member. | Quick entry while viewing the Map. |
Actions Menu | Right-click the Map OR click the "Colorize Cross" in the left navigation menu. Select Member. | Adding members when the Sidebar is hidden. |
Relationships Page | Navigate to Relationships in the left nav menu. Click List in the upper right area. Click New Member button. | High-volume data entry or adding non-mapped entities. |
Note: Required fields are marked with a red asterisk (*). While only the Essentials tab is required, completing the Details and Notes tabs provides a more robust profile. For example, the email address entered in the email address field on the Details page will be used as part of the Client Portal invitation link process.
Entering Member Data
The data entry window consists of three initial tabs: Essentials, Details, and Notes.
Member Name: Required fields have an astrisk. Enter the Member's first and last name. If a middle initial is desired, add a space and the middle initial in the first name field.
Birthdays & Age: You may enter a specific Date of Birth or simply type an age. If the date is a placeholder or estimated, check the "Date of birth is estimated" box.
Gender: The selected Gender determines the default avatar displayed on the Asset-Map.
Map Visibility: Check "Include in My Household" to show the member on the visual map.
Uncheck it to keep them only in the Relationship Inventory (useful for extended family or documenting other professionals associated with the household).
Dependents: Check the "Dependent" box for children/heirs; this is required for accurate Education Target-Maps™.
Notes: Type additional notes about the member if helpful. The Notes field supports formatting and URLs using the Notes tool bar. Notes can be optionally included in reports.
Managing Existing Members
Editing Information
On the Map: Click the member’s Avatar. If the sidebar is visible, expand the forms; if hidden, the edit window will pop up.
On the Relationships Page: Click the Pencil Icon next to the member's name.
On the Household Summary: Click the Action Icon (3-dots) on the Member pane.
COMING SOON! Avatar Image Upload (for Elite tier subscribers)
Elite tier subscribers have an additional interface if their organization has approved its use: an avatar image upload feature.
To provide a highly personalized experience, Asset-Map offers a feature for the Elite tier subscriber (if approved by their organization) to upload an image representing the client (photo, graphic, etc).
The Avatar tab will be available on the Edit Member window. Upload an image representing the client that is of either jpg or png file type, and under 5MB.
Drag and drop an image file into the interface, or click to select from your computer
Use the framing slider bar to adjust what is visible on the client's Asset-Map
Click Save Image
The image can be reset to the Asset-Map default avatar by clicking the Remove button.
Editing Imported Information
If the field is gray and locked, the information must be edited at the integration partner and then synchronized with Asset-Map.
Deleting and Restoring Members
To Delete: Click the Trash Can Icon associated with the member.
To Restore (Undelete):
Go to the Household page (left menu).
Click Edit next to the Household Name.
Select the Deleted Items tab.
Select the member and click Restore Selected.
[IMPORTANT]
Professional Relationships (Accountants, Attorneys, etc.) cannot be restored once deleted. All other members and entities can be recovered.
Non-Mapped Relationships
To document individuals who should not appear on the visual Asset-Map (e.g., Professionals or distant relatives) but inventoried with the household anyway, follow these procedures:
Navigate to the Relationships Page.
Select Add New under "Personal Relationships," "Other Entities," or "Professional Relationships."
These entries do not require an age and will appear in the Relationship Inventory report but not on the map interface.
Questions and Answers
Q. Can my client upload their own image using their Client Portal?
A. The client cannot upload their own image yet. This is on the roadmap. We will send an announcement when that update is made.
Q. I restored a deleted member but I don't see their financials. Where did the financials go?
A. Asset-Map has unassigned the financials. They can be reassigned from the Financials list page. Click the Summaries option on the left navigation menu, click the Financials page. Click on the description or pencil icon of each unassigned financials and select the Interested Member and enter percent of ownership.