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"Organizations" allow you to share family data between different PRO users and for administrators to reassign ownership of family data to other PR...

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...

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...

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...

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...

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...

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...