General

Account Setup

• Sign In via Email Link
• Sign in with your password
• Sign in with Google
• Sign out of your platform
• Set up your own domain
• How to Activate Your Account
• Check a member’s account activity status

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Mobile App Setup

• Download Trusted Family App for iPhone / iPad
• Download Trusted Family App for Android mobile or tablet on the Play Store

Menu Bar & Home Page

• Add to your favorites
• Interpreting your platform Statistics
• Turn on Birthday Display
• Customize your Homepage Widgets & Shortcuts

Chat

• Chat with other members
• Send a message to a space
• How to create and view chats for a specific event
• Send a message to a member via their profile icon
• How to react to a chat message
• Share an image or document in the chat

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To Do's

• Add a To-Do in a document
• Review Assigned To-Do’s & Complete
• Create a new To-Do from the Personal Tab

Roles & Permissions

• Roles & Permissions (owners & members)