In the Family tab, you will see a list of all the families in your program. More info on Family Accounts is available here.

The default view is All, but you can select the tabs at the top of the list to select from Active, Inactive and Deactivated. You can click the Filter button to filter by Name or Creation Date.

Screenshot 2023-12-06 at 1.14.21 PM.png

If you wish to view the details of a family in your program, click on the name in the list of families. Here's a breakdown of the family sections.

  • Family Information - view family ID, email, phone number, created person, and creation and modified dates

  • Family members - any person who belongs to the family
  • Metadata - any additional metadata you've added for the family

Screenshot 2023-12-06 at 1.26.40 PM.png


Was this article helpful?
0 out of 0 found this helpful