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Family & Tenant Management FAQ

How do I invite family members?

  1. Go to Settings > Family Members
  2. Click "Invite Member"
  3. Enter their email address
  4. Select their role (Admin, Member, or Viewer)
  5. They'll receive an email invitation

What are the different roles?

RolePermissions
OwnerFull access, billing, can delete family
AdminManage members, all documents, settings
MemberUpload/edit own documents, view shared
ViewerView-only access to shared documents

How do I customize the look and feel?

Each family can customize:

  • Logo and favicon
  • Primary and accent colors
  • Font family
  • Theme (light/dark/system)

How do I switch between families?

If you belong to multiple families:

  1. Click your profile icon
  2. Select "Switch Family"
  3. Choose from your available families


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