Adding and Editing Members in a Group

hello this video will show you how to

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add or delete members from a group from

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your main household page when you log in

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as a firm admin select groups at the top

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menu from there you can pick any group

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you want we're going to navigate over to

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the right hand side and we're going to

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see the three dot icon from there you

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can select

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members here is where you can add or

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delete members if you wish to add a

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member simply click add members and you

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either type their name in the search bar

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here or you could use scroll through

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here and find members you want to add

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and you will click the check mark when

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you're done simply click add

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members now if you want to delete

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members it's a very similar process

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click the three do icon navigate to

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members and instead of clicking add

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member you'll simply scroll rroll

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through your list of members and you can

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click the trash can icon when you want

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to delete a member after that click save

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changes and there you have it that is

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how you add edit and delete members from

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a group thank you for watching the video

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we hope this helps reach out to our team

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if you have any questions