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Families can manage and add contacts directly when you invite them to the Community app. You will send the main relationship manager (RM) a text message with a one time sign up code for them to use. They can invite more contacts afterward.
"Social Opt out" is off my default. The family will see the feed in their app.
Turn this on (toggle will turn green) if you do not want families to view the Feed.
Invite a family member to the Community App
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Go to the Resident Record
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Click their name and the first tab is Address Book
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Go to App Entered section
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Check "Family"
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Add their phone number and email
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Click Announcements (Optional)
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They will receive a one time code and sign-up text.
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Once they register, you'll see their contact information here and any contacts that have been added.
Share Cheat Sheets with Families and Residents. View more here!
FAQs
- How many contacts can be added?
There are unlimited contacts, including landlines and cell phones. You can always view contacts under the App Entered section. - I see a screen that says "pending invite".
This means the family member has not accepted the invite and registered for the app. Their one time code is most likely expired at this point, so you can click resend to reinvite them or delete them if someone else would like to join.