• Navigation Path: Website > Click on "Family Tree"
  
  
• Nodes are color-coded: blue for male and pink for female members.
• Use the Search Family Member box to find a specific person instantly.

• Current screen view: Exactly what you see on the current screen is what you get in the exported PDF.
• Full Export PDF: All family members in the tree will be seamlessly converted into a PDF document.
• Single Member Export: Exports a dedicated lineage for a specific member, including all their ancestors (parent's parents) and descendants (children's children).
• → The arrow indicates the member's extended family PDF page number for easy navigation.
• 📄 The page number in the index shows exactly which page to check to find a specific member.

• Navigation Path: Settings > Search for "Family"
  
  
• Parent-level users can be configured to view their own family members — view parent to grandparent levels — based on access granted by the administrator.
• Child-level users can be configured to access their own lineage — from their children down to grandchildren and beyond — as permitted by their access level.
• Administrators control which portal users get access and at what level, ensuring each user sees only relevant family data.
• Settings are applied globally and take effect immediately across the portal without any restart required.

• Navigation Path: Website > Site > Menu Editor > Click on "New Menu Item"
• 🔗 URL: /community/members/chart
• Enter the name for your menu item that will display all family members.
• Paste the exact URL /community/members/chart into the input field.

• Navigation Path: Contacts > Open any Contact > Scroll to "Family Info" tab
  
  
• Open the backend Contacts module, and scroll down to the bottom section.
• Click on the Family Info tab.
• Tick the specific checkbox on a member profile to select who should be the starting point or Root node.
• The selected member acts as the central figure around whom the tree structure is generated initially.

• Navigation Path: Website > My Account > Click on "All Family Members"
  
  
• See all your family members grouped by relationship type (Parents, Children, Spouses, Siblings).
• Each member card shows their name, birth year, and relation badge.
• Use the View → button to see full member details.
• Use the Edit button to update their profile information.
• Use the 🗑️ icon to remove a member from your family list.

• Navigation Path: Website > My Account > Click on "All Family Members" > Click on "View ->"
  
  
• Click the View -> button on any member to open their specific family details (e.g., Son's profile).
• While viewing that member's profile, clicking + Add New Member will add direct relations to them (e.g., adding Son's Daughter, mother, brother, sister).
• This allows you to accurately build and expand the family tree for any relative seamlessly.

• Navigation Path: Website > My Account > Click on "All Family Members" > Click on "+ Add New Member"
  
  
• Click the + Add New Member button to open the registration popup.
• Select the Relation Type (Father, Mother, Son, Daughter, Brother, Sister, Spouse).
• Fill in First Name, Surname, Gender, Marital Status, and more.
• Optionally add Father's Name, Grandfather's Name, Year of Birth, and Native Place.
• Hit Submit — the member is added instantly and appears in your family details.

• Navigation Path: Website > My Account > Click on "All Family Members" > Click the "Add Member" button
  
  
• The All Family Member page lists every registered member in the system.
• This feature is extremely useful for adding already existing family members into your own tree.
• Open any member's profile by clicking View, then click the Add button to link that existing member to your family (as father, mother, brother, sister, son, daughter, or spouse).

     View Member Details securely

    Select Relation Type & Link

• Navigation Path: Contacts > Configuration > Click on "Family Linking"
  
  
• Search and select a Son on the left and a Father/Mother on the right.
• Click Submit to instantly establish the parent-child relationship in the system.
• This is useful for bulk linking of existing contacts without having them register manually.

• Navigation Path: Settings > Users & Companies > Users
  
  
• Administrators can grant or revoke Family Access Rights on a per-user basis.
• Only users with explicit access can view, edit, or manage family data via the portal.