This process requires minimal information to invite a family member to join the private family group. Any family member can use the Invite a Family Member function to invite family members to join the family group.
To invite a family member to the group, the inviting user must enter the user’s name in the search criteria. The matching process executes to determine if the user is on the platform with an existing profile (waiting to be claimed) or is an active system user. If the user is not on the platform, the user proceeds with the process to add a new member to the family group.
1. On the Navigation menu, click Invite a Family Member.
2. On the Invite a Family Member page, click on Invite Member.
3. Using the Search Bar, type in the name of the family member you want to invite.
The system searches profiles (first name and last name) to identify a record match.
If a potential profile match is found, the record displays a status.
If the family member has an existing profile but does not have an email address (Off Platform status), the family member may select the record.
If the family member has a matching record and is on the platform (On Platform status), the family member is unable to select the record to continue with the invite process.
If the family member has a matching record and has an email address associated with the profile, but has not joined the family group (Pending status), the family member is unable to select the record to continue with the invite process.
4. If no potential profile match is found, the user may continue to invite a new family member to join the family group via the Invite Family Group Member form. To do so, click on I don't see Name.
5. A form screen will pop up. Fill it with all the details you know. First name, last name, and email are required.
The Invite a Family Group Member process executes the following functions:
Creates a Claimable at Large Profile on the platform.
Sends the family member an email invitation to join the family group. If a mobile number is included in the Invite Family Group Member form, the family member receives an SMS message. Please reference the Notifications Matrix for specific content included in system notifications.
The Invite a Family Group Member process executes the following Profile Management Processes:
Creates a new profile defined as a Claimable at Large Profile. A Claimable at Large Profile is a profile that includes an email address. A Claimable at Large Profile allows the system to match a user joining the family group to an existing profile.
Displays the family member in the Family Directory with a Pending platform status.
The Invite a Family Group Member process executes the following Family Reunion Management Processes:
If the family group has a draft reunion and Save the Date notices were distributed, the family member receives a Save the Date email. If a mobile number is included in the Invite Family Group Member form, the family member receives an SMS message.
If the family group has a published reunion, the family member receives a Reunion Invitation via email. If a mobile number is included in the Invite Family Group Member form, the family member receives an SMS message.
An FGO, FM, or RO may use the Add a Member button on the Manage Save the Date Notices page to execute the Invite a Family Group Member function.