WHO CAN INVITE RELATIVES?
Managers
Staff with the permission to edit resident profiles
Primary relatives
HOW TO INVITE RELATIVES
Two ways to invite someone:
Go to the resident’s profile and click Invite relatives to enter their email address.
Provide them with the Family Code to the relatives
Or share the resident’s Family Code directly.
On web: open the resident’s profile and click Edit to find it.
On the mobile app: open the resident’s profile to find it.
MANAGING PENDING INVITATIONS
Go to Org Settings and click View pending relatives to see everyone invited but not yet joined.
There you will see the list of invited relatives. Select people using the checkboxes, then Resend invitation or delete them.
SETTING A PRIMARY CONTACT
On the resident’s profile, each linked family member’s name and relationship is shown.
Click a name to add or remove the Primary contact flag.
Primary contacts can invite other family members themselves.