Who can invite relatives?
In Altra, relatives can be invited by:
Managers
Staff with the permission to edit resident profiles
Primary relatives
How to invite relatives
There are 2 ways to invite relatives:
Go to the resident profile page and click the button Invite relatives to enter their email address
Provide them with the Family Code to the relatives
On Web: edit the resident profile to see the Family code button:
On the mobile app: go to the resident profile page to find the Family code button:
How to bulk re-invite relatives or delete relatives emails
To manage invited relatives, go to the Org. Settings and click on View pending relatives:
There you will see the list of invited relatives:
You can select them using the associated tickbox and go at the bottom of the page and either click Resend invitation (or delete if you wish to remove them).
How to manage primary relatives
Go to the resident profile page. When a relative account is created, you can see the relative name and relationship with the resident:
Click on their name and you'll be able to add or remove the Primary contact flag:
Primary contacts can invite relatives.