Organizations and Family Sharing
"Organizations" allow you to share family data between different PRO users and for administrators to reassign ownership of family data to other PR...
Fri, 8 Mar, 2024 at 9:59 AM
Before you set up an Organization please note these important facts: All members of an Organization must have their own active PRO license to our software...
Mon, 30 Jan, 2023 at 4:34 PM
As the owner of an Organization you can invite new members: Go to Account > Organization Settings Click on the Members tab Click on "Invite Memb...
Mon, 30 Jan, 2023 at 4:43 PM
Once a Member has joined an organization, only an organization owner can remove them. When you remove a Member from the organization, all family shares...
Mon, 30 Jan, 2023 at 4:43 PM
There are three levels of access to an organization: Owner: The owner has complete administrative control of the organization, they can add and remove mem...
Mon, 30 Jan, 2023 at 4:43 PM
As an owner or admin of an organization you can change ownership of families within your organization. You might do this, for example, if clients are reassi...
Fri, 8 Mar, 2024 at 9:25 AM
Sharing a family/client allows you to work collaboratively with other members of your organization on a client's data. When you share a family, that fam...
Mon, 30 Jan, 2023 at 4:46 PM