Family Tree Help
Screen-by-screen user guide
Use the Help button from any app screen to open the section that matches your current journey.
Sign In
- Sign in from the home page: Choose Sign in, complete the ImagineBest identity screen, and return to the family app signed in.
- Session expired: Choose Sign in again, complete the identity step, and continue with a fresh session.
- Switch account: Choose Switch account, sign in with a different email, and see only the families available to that account.
- Sign out: Choose Sign out to leave the app and hide protected family data from the browser session.
- Update credentials: Choose Update credentials to manage password, passkeys, and sign-in methods in the identity account area.
Families Screen
- Review families: Open Families to see owned and shared families with role, people count, relationship count, and last saved date.
- Open a family: Choose Open on a family row to move into the tree workspace.
- Create a family: Choose New family, add the first person, and the app opens Family connections so you can add close relatives immediately.
- Upload JSON: Choose Upload JSON, select a backup file, and import a family from saved data.
- Delete or restore: Move a family to Deleted, restore it within the restore window, or permanently delete only after typing DELETE.
Family Tree
- See the family tree: Open a family on Family Tree to see one focused visual tree for the selected family.
- Change focus person: Search for a person in the focus box and select them to redraw the tree around that person.
- Change view options: Open View options to change ancestor depth, descendant depth, spouse visibility, and relationship labels.
- Family connections: Select a person and choose Family connections to add, link, import, order, and correct close relatives in one place.
- Advanced cleanup: Use Advanced cleanup only for removals or parent moves that need an extra warning.
People List
- Browse people: Open People to scan every person in the family as a dense list.
- Filter people: Use search and filters to narrow the list by name, ID, place, date, or life status.
- Focus a person: Choose a person from the list to move the tree focus to that person.
- Copy person ID: Use copy when you need a stable person ID for support, review, or data cleanup.
Relationships
- Browse family units: Open Relationships to see marriages, parent-child groups, and family-unit details.
- Edit relationship: Choose edit on a relationship to update type, status, marriage details, notes, or children.
- Delete relationship: Choose delete, review any people who may become disconnected, and confirm only when the result is correct.
- Focus from relationship: Choose a related person from a relationship row to move the tree focus to them.
Relationship Paths
- Find connection: Open Relationship paths, select two or more people, and see the closest relationship paths between them.
- Compare possible paths: Review ranked paths to understand how selected people are connected through parents, spouses, and children.
- Inspect shared people: Use the shared-people summary to find common ancestors or bridge relatives across selected people.
Reports
- Open focused report: Open Report to generate a focused family report around the selected person.
- Choose report scope: Pick whether the report should include a full tree, tree structure, or a single focused branch.
- Adjust report depth: Change ancestor and descendant depth to control how much family context appears.
- Export report: Generate or download the report for sharing, printing, or archiving.
Contributor Draft
- Start contributing: A Contributor opens a shared family and chooses Edit to start a private draft.
- Private draft tree: The Contributor sees one combined draft tree with badges for changes and conflicts.
- Review own changes: The Contributor opens Changes or selects changed nodes to see human-readable details of what changed.
- Submit whole draft: The Contributor chooses Submit changes to send the whole draft to the owner as one review request.
- Withdraw request: The Contributor chooses Withdraw request to reopen the submitted proposal as an editable private draft.
Owner Review
- See pending changes: An owner opens an owned family and sees Pending changes when contributors have submitted proposals.
- Review whole submission: The owner reviews one submitted draft with item-level changes instead of separate action requests.
- Accept or reject items: The owner marks individual submitted items as apply or reject before final review.
- Apply review: The owner chooses Apply review and only accepted items are applied to the approved family tree.
Audit History
- Load audit history: Owners choose Audit history to see recent important changes for the selected family.
- Read audit entries: Review who made a change, what action happened, and when it happened.
- Use audit for confidence: Use audit history to confirm sharing, deletion, restoration, and review activity.
Admin
- Open admin: Users with the admin role choose Admin to view application-level usage and account information.
- Search users: Admins search users by email, name, or identity ID to help with support questions.
- View user profile: Admins open a user profile to see account and app-level summary data.
- Support requests: Admins review support requests, update status, and add a support note visible to the user.
Support, Terms, And Privacy
- Open support: Use Support when something breaks, an invite is confusing, or a family record needs attention.
- Avoid private content: Start with the problem, browser action, and expected result. Add family names or private notes only when needed.
- Terms and privacy: Use the footer links for the current product terms and privacy policy before sharing family data with others.
- Analytics promise: Usage analytics measure product usefulness, not family content.
Troubleshooting
- Family list does not load: Choose retry, refresh the page, or sign in again if the session has expired.
- Save fails: Check that you are signed in, that you have edit rights, and retry after the connection is stable.
- Shared family missing: Confirm you are signed in with the invited email and ask the owner to check access.
- Contributor cannot submit: Review conflict badges and required fields, then submit again after conflicts are resolved.