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How do I change the Family Manager?

Describes how to change the Family Manager on a family and grant the Family Manager additional permissions.

You will need the Limited Write People permission to perform this action.

The Family Manager is the main point of contact for a family and can be granted additional permissions to manage other family members' profiles.


Change the Family Manager

1. Locate the profile of any member of the family:

  • Use the search bar at the top-right of the page, or

  • From the left-hand navigation menu, click Contacts > People, then use the search bar or click Filter to narrow the list.

2. Click the person's name to open their profile.

3. Scroll to the Family column on the profile and click the pencil icon (edit) next to the section heading. The Edit Family dialog opens.

4. Find the family member who should become the Family Manager. Click the three-dot menu (⋯) next to their name.

5. Select Set as family manager. The green Family Manager pill moves to the new person.

6. Click Save.


Grant the Family Manager additional permissions

Let the Family Manager (and their spouse) edit other members of their family or add and drop members of their family.

The two available options are:

  • Allow family manager and their spouse to edit other members of their family. They will be able to edit the same fields they can on their own profile (except giving).

  • Allow family manager and their spouse to add or drop members of their family. This does not let them delete person profiles — only disassociate them from the family. They will also be able to create new person profiles.


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