If clients are already active on OurFamilyWizard, you can send them a professional access request to get connected.
Sending an access request
- From My Cases, click the Link to Existing Family button.
- On the Link to Existing Family form, enter the Name and Email of the client you wish to link to.
- Click Send Request.
Clients will receive a message in their OurFamilyWizard account alerting them to your access request. This will send a request for Professional Access to the accounts of the selected parents. Access will only be granted upon the approval of your request by that individual. You can change this access setting in the future. Learn more: How do I withdraw or remove access to a client account?
Connecting to the other parent in a family
Once you have sent a request or have connected to one parent in a family, connecting with their co-parent is simple if you need to do so at a later time.
- Find the family in My Cases.
- In the row where you see the name of the parent in question, click on the three vertical dots.
- Click Request access to this account.
The parent will be immediately notified that you have requested access to their account. This will send a request for Professional Access to the accounts of the selected parents. Access will only be granted upon the approval of your request by that individual. You can change this access setting in the future. Learn more: How do I withdraw or remove access to a client account?