The Family section in Orgo provides a convenient way to link users’ family members who are part of the organization to their profiles, streamlining communication and organizational involvement. Activating Family Module:
- Go to ‘Organisation Settings’.
- Click on ‘Modules’.
- Enable the ‘Family’ feature under the ‘Users’ category.
- Open ‘Profile’ from the main menu.
- Select ‘Update Profile’.
- Click on the ‘Family’ tab.
- Click on the search bar within the ‘Family member that is registered in the organisation’ section.
- Type the name of the family member and select their profile from the dropdown suggestions.
- The system will automatically link the selected registered family member to your profile.
- Click ‘Add’ under the ‘Family but not members’ section.
- Fill in the form with the required details such as ‘Name’, ‘Phone’, and ‘Email’.
- Click ‘Save’ to add the person as a family contact.
- To edit information for a non-member family contact, select ‘Edit’ next to their name.
- Make the necessary changes in the provided form.
- Click ‘Save’ to update the information.
- To remove any family contact, click ‘Delete’ by the name of the individual you wish to remove, whether they are a registered member or a non-member.
- Ensure to add only actual family members and keep their information up to date for seamless communication within the platform.
- Obtain permission from individuals before adding or editing their contact information.