General Information
This feature is only visible if activated by the main administrator. A family user is a relative of the customer who can monitor the customer's situation from their own application. The family user is invited from Gilli by email address. The family user's view is configured by the main administrator.
Important. Ensure you have the consent of the customer or their representative before sending the invitation.
Step-by-Step Instructions
- Open the customer.
- Go to the Invite Family User view.
- Enter the family member's email address.
- Select the application from the dropdown menu.
- Send the invitation.
- The family member will receive an invitation link by email and will create their own account following the instructions.
Managing Permissions
- Permissions are determined by the selected application setting. The main administrator maintains the settings available to family users in the main administrator view.
- Permissions can be changed or removed later.
Common Situations
"The family member did not receive the invitation"
Check the email address and the spam folder. Resend the invitation if necessary.
"There is no suitable setting in the dropdown menu"
Ask the main administrator to add or enable an appropriate application setting for family use.
Tip. Review with the family member what they will be able to see. This reduces uncertainty afterward.