Organizations and Family Sharing

Organizations and Family Sharing Overview
"Organizations" allow you to share family data between different PRO users and for administrators to reassign ownership of family data to other PR...
Mon, 30 Jan, 2023 at 5:43 PM
Set Up an Organization
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
Invite Members to Join an Organization
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
Remove a Member from your Organization
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
Change access level for members of an Organization
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
Change ownership of a family
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...
Mon, 30 Jan, 2023 at 4:42 PM
Changing Sharing Settings for a Family
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 fa...
Mon, 30 Jan, 2023 at 4:46 PM