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:
Go to 'Organisation Settings'.
Click on 'Modules'.
Enable the 'Family' feature under the 'Users' category.
Adding Family Members:
Open 'Profile' from the main menu.
Select 'Update Profile'.
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.
Last updated