Manage contacts, relationships, and user access.
| Guide Name | Description | Action |
|---|---|---|
| Invite Person | Send invitations to family members, partners, or advisors to join your system. | View |
| Manage Personal Details | Update and maintain personal information for individuals in your system. | View |
| Registration Details | Set up and manage entity registration information and details. | View |
| Address Management | Add and update addresses for people and entities in your system. | View |
| Contact Management | Manage contacts and relationships for your entities and people. | View |
| Relationship Setup | Create and manage family structure relationships and connections. | View |
| Family Tree Management | Create and manage family structure relationships and hierarchies. | View |
| Document Management | Upload and organize documents for individuals and entities. | View |