STEP-BY-STEP GUIDE · FAMILY & ACCESS
From adding a person to opening the shared family space: follow what the ADMIN and the new member need to do, in the right order.
Someone can appear in family transactions without accessing the app.
The invitation code is not the family Recovery Key.
Joining the family and authorizing the device require the ADMIN’s approval.
FROM FIRST STEP TO FAMILY ACCESS
Each card shows who needs to act. The illustrations summarize each step.
ADMIN
If they are not already listed, add the family member as a person. They can be a payer or beneficiary even without an account.
Good to know: If the person already exists, do not create a duplicate.
ADMIN
Open Users and privacy, select the existing person and choose Invite to FamiDeck. This connects a person to an account without duplicating them.
NEW MEMBER
Open FamiDeck on your device. Register with the email address you will use for the family if you do not have an account yet; otherwise, sign in.
Good to know: Installing the app or creating an account does not by itself grant access to family data.
NEW MEMBER
If you registered with email and password, open the verification email and follow its link. Then return to FamiDeck. Check your spam folder too.
Good to know: Email verification is separate from the code used to join a family.
ADMIN
When the app provides a family invitation or joining code, share it only with the intended person, for example in a private WhatsApp message.
Good to know: Never share the family Recovery Key or your personal Recovery Key: these are not invitation codes.
NEW MEMBER
Follow the app’s process to join a family, enter the code supplied by the ADMIN and complete the join request.
Good to know: An invitation code is not a Recovery Key.
NEW MEMBER
When FamiDeck provides your personal Recovery Key, save it securely using the instructions shown in the app. It may be needed to recover your data.
Good to know: Keep this key private. Do not send it to the ADMIN, support or anyone through WhatsApp.
ADMIN
Return to Users and privacy, review the join request and approve the new member. Complete device authorization when required by the app.
Good to know: Only the ADMIN can approve access to the family.
NEW MEMBER
After approval, open the family space on your own device. You can access shared information you are entitled to see, while other members’ private information remains protected.
Good to know: If shared data does not appear right away, check your connection and confirm that access was approved.
Check spam, confirm the address used to register and request another verification email if the app offers that action.
Do not create another person. Select the existing person under Users and privacy and continue with Invite to FamiDeck.
Check with the ADMIN that you have the correct invitation code. Never substitute a Recovery Key.
An account alone is not enough: finish the join request, wait for ADMIN approval and complete any device authorization.
