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How to add entity to a family group.

Only Client Admins can add persons/entities to different family groups.

When adding a new person or entity, they automatically become a part of the family group you are in when adding them. If you wish to see the newly added person/entity in another family group, the following steps explain how this can be done:

  1. Click on your initials on the top right corner of the screen, and then click on 'Settings'
  2. Scroll down to see all families set up within the client. Click on the family you wish to add the new person/entity to.
  3. Click on 'Edit'
  4. From the dropdowns under Owner and Entity, select the person or entity you wish to add to the family. The selected ones are indicated in Blue.
  5. Once the persons and entities are selected, click on 'Save'.

The video below shows how a person or entity can be added to a family group.