refbook Adding Members to a Family Group

Adding members to a Family Group

The process of users joining a Family Group works similarly to the Contact Linking workflow (ie: invitation and acceptance).

Notes:
  1. The creator of a new Family Group is automatically added as its Family Manager and foundation member
  2. The Family Manager of the Family Group must have a user's email address as used in Refbook in order to connect
  3. There is no limit to the number of Family Managers or Members within a Family Group
  4. All members must accept an invite to join a Family Group
Adding Members to a Family Group
  1. Head to Contact>Family Groups
  2. Click on the info icon  and the Members tab. This will display the current list of the Family Group's members.
  3. To add a new member, click the 'Add New' icon 
  4. Enter the member's valid Refbook email address
  5. Select a role for the Family Group

  6. Click 'Invite' and confirm
    1. If the user does not have a refbook account, they will be automatically invited to create a refbook account.
    2. If the user already has a refbook account, they will be located. Click 'Confirm'.

  7. This will send an email invite to the user to accept the invitation


Re-inviting or withdrawing invitiation to join a Family Group
Users who have been invited to the Family Group but are yet to accept are displayed in the 'Invited Members' tab


  1. Head to Contact>Family Groups
  2. Click on the info icon  and the Invited Members tab. This will display the current list of the Family Group's members who have not yet accepted the invitation to join.
  3. Click the required action:
    1. Reprompt acceptance (resend invite) 
    2. Withdraw invitation 


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