A SPoC must complete one-time initial setup to ensure the Add Family process goes smoothly. Go to Administration > Configuration Settings, and update the following settings as needed:

• COMMON, defaultParticipantType: This is the Participant Type given to any new individual added.
• COMMON, State: This determines the state abbreviation defaults for any address entered in the system.

If you selected a Group, the Group Role assigned is the Group Role defined in that Groups' Group Type record.