refbook Editing Family Group members roles

Editing Family Group member roles/changing Family Manager

Adjustment of members inside a Family Group can be performed by a Family Manager at any stage.

This can be a common requirement if the roles are changing, or if the Family Group has been incorrectly created (for example: if the official has created the Family Group so is now the Family Member, instead of the parent/guardian).

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

Changing the Family Manager of the Family Group
Note: this process can only be initiated by the current Family Manager.
  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 promote to Family Manager.
  4. Select Family Manager as new role for the Family Group member


  5. Click Save
  6. If the previous Family Manager is no longer needing to be a Family Manager, the newly appointed Family Manager should downgrade that user to 'Member' role only.