Familiy members

Path: Profile -> Update Profile -> Family

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:

  1. Go to 'Organisation Settings'.

  2. Click on 'Modules'.

  3. Enable the 'Family' feature under the 'Users' category.

Adding Family Members:

  1. Open 'Profile' from the main menu.

  2. Select 'Update Profile'.

  3. Click on the 'Family' tab.

To Add Registered Members as Family:

  • 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.

To Add Non-Members as Family:

  • 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.

Editing Non-Member Family Contact Information:

  • 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.

Deleting Family Contacts:

  • 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.

Best Practices:

  • 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.

Note: The 'Edit' function mentioned applies solely to the modification of non-member family contacts' details. Registered members' information is managed through their individual profiles within the organization.

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