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.