refbook Editing Family Group members roles

Editing Family Group member roles

Removing of members (by a Family Manager) or self-removing from a Family Group (as a Member) can be performed at any stage.

Editing Member roles to a Family Group
  1. Head to Contact>Family Groups. This will display a list of all Family Groups you are a member of.
  2. Click the info icon against relevant Family Group 
  3. Click the 'edit' icon next to the Member you wish to edit .
  4. Select the new Role for the Family Group member


  5. Click 'Save'.

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