Creating a Family Group
Refbook allows you to setup and connect with other members of your family within the platform.
Linking within a Family Group allows you to view the members of your family and assist with:
- overseeing appointments (view only)
- managing availability and conflicts
- update profile information
When Creating a Family Group there are two main roles:
- Family Managers (the creator of the Family Group)
- Members (contacts within the refbook database who are invited to the Family Group by the Family Manager)
Notes:
- The parent/guardian (not the official) needs to be the creator of the Family Group.
- The creator of a new Family Group is automatically added as its Family Manager and foundation member
- The Family Manager of the Family Group must have a user's email address as used in Refbook in order to connect. This cannot be facilitated by Refbook.
- There is no limit to the number of Family Managers or Members within a Family Group
- All members must accept an invite to join a Family Group
- Family Managers are not able to:
- accept appointments
- complete forms
- submit game or expense claims
Creating a Family Group
- Head to Contacts>Family Groups
- Click 'Add new' icon
- Enter a Name and Description for the Family Group
- Upload an group image (optional)
- Click 'Save'. The Family Group will be added your list. You will automatically be added as the group's Family Manager.
Additional reading
Related Articles
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Removing of members (by a Family Manager) or self-removing from a Family Group (as a Member) can be performed at any stage. Removing membership to a Family Group Head to Contact>Family Groups. This will display a list of all Family Groups you are a ...Viewing Family Group members
Viewing members to a Family Group Head to Contact>Family Groups. This will display a list of all Family Groups you are a member of. The number of members is displayed in the orange circle. Click the number to view a list of the members For further ...Withdrawing from a Family Group
Viewing members to a Family Group Head to Contact>Family Groups. This will display a list of all Family Groups you are a member of. Click the 'trash' icon to withdraw from the Family Group and confirm. You will now be removed from the Family Group ...Adding members to a Family Group
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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 ...
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