Role Manual

Family Admin manual

Everything a family admin needs — from setup to a celebration to remember.

⏱️ 8 min read

Overview

As a Family Admin you own a family workspace and plan celebrations for the people you love. This manual walks through account setup, family management, celebration planning, guests, budgets, vendors, payments and memories.

Your success checklist

Tick these off to get up and running. Progress is saved in your browser.

0/7 done

Complete your profileName, photo and contact preferences.
Go →
Create or set up your familyAdd members and set a public/private story.
Go →
Create your first celebrationPick an occasion & tradition to auto-seed a plan.
Go →
Review the starter budgetBlueprints seed budget lines by category.
Go →
Add guests & send invitationsBuild the guest list and track RSVPs.
Go →
Source vendors with an RFQAuto-source quotes, compare best-fit, award.
Go →
Open your Memory VaultPhotos & videos land here after the event.
Go →

Initial setup

1
Complete your profile
Add your name, photo and contact preferences.
Open →
2
Create your family
Name your family, add members and write a short story.
Open →
3
Decide visibility
Keep the family private, or publish a public profile (member PII is never exposed).
Open →

Core workflows

Celebration planning

Create a celebration by occasion & tradition to auto-seed ceremonies, tasks and a budget.

Functions & tasks

Organise work into functions, assign tasks to members, and track to done.

Budgets

Budget by category; blueprints seed sensible starting lines.

Guests & invitations

Build the guest list, send invitations and track RSVPs.

Vendors & planners

Source vendors with RFQs, compare best-fit, and award with escrow.

Memory Vault

Photos & videos from your event collect here automatically.

Best practices

Start from a blueprint — it saves hours and you can always edit.
Invite family early so tasks and guests can be shared.
Set a realistic budget per category before booking vendors.
Award through the marketplace so payments stay escrow-protected.

Frequently asked questions

Can family members help plan?

Yes — invite them, then assign tasks and let them add guests they know.

Is my family data public?

No, unless you publish a public profile — and even then only a member count and public celebrations are shown, never member PII.

How do I pay a vendor?

Award their quote in the marketplace; funds are held in escrow and released against milestones.

Ready to put it into practice?

Open the product and follow your checklist — the Help button is on every screen.

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