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Platform Administration

Configure access & security

Platform Administration

Learn about setting up your platform, creating groups and inviting members.

Customize your platform

Add and organize widgets

Add a banner to a group page

Customize member profiles

Hide apps from the menu in a group

Mark a widget as important

Setting up Private Vaults on your platform

Add folder covers

Customise a group’s menu

Remove a widget

Add groups

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Set up a new platform

Modify the welcome email

Access and understand the platform's statistics

Custom design

Onboard your members to the platform

Modify the invitation email

Create a platform

Custom menu

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Customize your family tree

Add deceased information

Set up family branches

Add and delete members in the family tree

Adjust settings & permissions

Prevent sign-in for a member

Make a member's profile private

Remove a member from a group

Change a group's settings

Invite members to specific groups

Change a member's role

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Communicate with members

Create and send out surveys

Send out push notifications

Create events

Create and send out newsletters

Send messages to specific member lists

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Manage members

Create a new member profile

Create, edit, delete and export member lists

Remove or Delete a member's account

Initiate an email change request for a member

Send out platform invitations

Manage and resend platform invitations

Initiate a password reset for members

Members with invalid email address

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Configure access & security

How to disable comments on a file

Generate a one time token for a member

Ask members to set up two-factor authentication