How to add a Family and Family Admin?

Please note that you must be a Client Admin to do these functions.

Step 1: Head to Settings from the top right corner as shown.

Step 2: Scroll down to Family and click Edit.

Step 3: Click on +

Step 4: Add the Family Name, Choose the Admins, Owners, and Entities, and click Save.

You can use the same steps to add a Family Admin - under Step 3, choose the relevant family, and select the Family Admins you want.

The video below shows how the details of an existing Family can be edited:

Step 1: Head to Settings from the top right corner as shown.

Step 2: Scroll down to Family and click Edit.

Step 3: Edit the details that you wish to change. Click save.