Managing members

The three roles

Role	Permissions
Administrator	Full control: invitations, settings, deleting data, pinning messages
Editor	Add and edit people, media, and events
Viewer	Browse the tree, comment and react — no editing

Invite by email

1. In the sidebar open Settings, then the Members tab.
2. Click Invite a member.
3. Enter the email address, choose a role, and confirm.
4. The person receives an invitation email with a link valid for 72 hours.

The Members settings tab with the invite by email form.

Invite by code

1. In Settings › Members, click Generate an invitation code.
2. Share the code with the person (by phone, in person, etc.).
3. They sign in to FamilyRoots and enter the code on the Join a family page.

Change a member's role

1. In Settings › Members, find the member.
2. Click their current role to change it.
3. Confirm.

Remove a member

1. In Settings › Members, click Remove next to the member.
2. Confirm.

Link a member to a person in the tree

Each member can be linked to their own profile in the tree. Their name then appears in the navigation bar.

1. In Settings › Members, click the member's name.
2. Click Link to a person and select the matching profile.

The Members settings tab showing current members and their roles.