Create a new member profile

Whether you intend to invite someone to the platform or just add them to the family tree, start by creating a profile for them

Administrators can create profiles by going to Members on the left-hand menu > Click +New member at the top right corner > a pop-up will appear for you to fill out their personal information

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Member that is being invited to the platform (now or at a later time) 

Fill out their profile information starting with their account email 
  • If they're being invited now: select Invite this person to the platform 
    • Select the group(s) the member is being added under
    • Scroll down and click Save 
    • This will send the member an invitation to join your platform

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  • If they're being invited later:  Select the group(s) they're being added under
    • Unselect Invite this person to the platform
    • Scroll down and click Save

This will create a member profile, you can send them an invitation to the platform at your convenience by going to their profile > Admin tab > Invite to site

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Profile being created for the family tree

  • If you're just adding the member to the family tree and they're not being invited to the platform, you can leave the Account email field blank when filling out their account information
  • Select the group they're being added under (in most cases the Family group)
    • Unselect Invite this person to the platform
    • Scroll down and click Save