You will need the Limited Write People permission to perform this action.
Version 7
There are a few ways to find and update the Family Manager for a person profile.
You can find the person you need to update by typing their name into the top search bar in the upper right of the screen.
– OR –
Go to "Contacts" in the left-hand navigation menu. Click on "Filter" and type in the name to locate their profile.
Once you are on the correct person’s profile, on the right-hand side column, click the pencil icon beside the Family section.
Then click on the three dots (⋯) next to the person’s name. Select "Set as family manager" from the dropdown menu. A "Family Manager" pill will appear under the person's name. Click "Save" to complete the update.
Additional Features of Family Manager
You can also give the Family Manager additional permissions to manage their family.
Go to Contacts > Settings > Options. Scroll down to the Family Manager Permissions section.
Choose the following options as needed:
Allow family manager and their spouse to edit other members of their family?
They will be able to edit the same fields they could for their own profile (except giving).
Allow family manager and their spouse to add or drop members of their family?
This does NOT allow them to delete person profiles. Just disassociate them from their family. This will also allow them to create new person profiles.
This process helps ensure the right person is managing family details and keeps profile information accurate and up to date.
Version 6
Select the "edit section" icon within a family member's profile.
- OR -
Select the tab labeled "Relationships" then select the "edit section" icon.
Then, Click on the profile image to change the Family Manager. A green banner will appear on the profile picture of the person designated as the Family Manager of a particular family.
Additional Features of Family Manager
Only users with Full Account permission can perform this action.
Additionally, you can allow the family manager to edit other members of their family and add or drop members of their family.
From Contacts select the settings tab and then the options sub-tab.
Scroll down the page and set additional permissions for the family manager.
You can decide if you want to Allow Family Manager and their spouse to edit other members of their family.
Note: They will be able to edit the same fields they could for their own profile (except giving).
-or-
You can decide if you want to allow the Family Manager and their spouse to add or drop members of their family.
Note: This does NOT allow them to delete person profiles. Just disassociate them from their family. This will also allow them to create new person profiles.