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How to add a friend or family member in Team Hub

 

Navigate to Family Section

 

Add New Family Member

  • On the right-hand side, click the plus button to add a new family member.

  • Enter the required information:

    • Email (this will be used to send the invitation)

    • First Name

    • Last Name.

 

Optional Information 

  • Only First Name, Last Name, Email, Group, and Role are required

  • All other fields are optional

 

Add Directory Information (optional)

  • Under Directory, add any additional information about the family member.

  • Note: This information will only be visible to the connected resident.

 

Connect Family Member to Resident via Life Circle

  • Under Groups, click Add Item.

  • Search for the resident's life circle. It will be the resident's name (e.g., Becky Davis)

 

Assign Role and Relationship

  • Under Roles, select Family.

  • Under Type, specify the relationship 

 

Save Changes

  • Click Save to finalize the addition.

  • An invitation email will be sent to the family member.

 

Edit or Delete Family Member

  • To edit or delete a family member, click the Edit button in the bottom right (pencil icon)

  • Make necessary changes and click Save or click Delete to remove them.