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User Tutorial - Basic Techniques 2. Actions Menu

« Back to Projects Dashboard

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Actions Menu ...

... explained.


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//s3.amazonaws.com/photos.geni.com/p13/cd/3c/9b/fa/534448409593fd04/how_to_tip_bulb_200_original.jpgThis symbol in the Merge tutorial projects links to this project.

In other instances this draws attention to a basic tip which is useful in other Geni activities.


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The purpose of this project is to explain how to access the Actions button menus and tools mentioned in the following suite of projects -

Note: This is not an official Geni help page but one which has been set up to answer the questions which I am repeatedly asked by users. Rather than answer these individually it seemed a good solution to have projects where the answers are fully explained, and where users can make further enquiries. If you have any special requests or if something isn't quite clear please contact June Barnes

See also

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Getting Involved

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TIP When communicating with other users please include the link address (URL/www) to the profile you are referring to. This is found at the top left of the computer screen. The following is the link address to the Merge Centre project - it changes for every page you are viewing.

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Contents

Profile Page - Actions Menu

Historical Profiles

Send a Gift in Memory

Memories

Manager Options
Export GEDCOM
Ancestor Report
Descendant Report
Merge This Profile
Resolve Conflicting Data
View Nearby Merge Issues
View Claimed Family
Add to Project
Report

Claimed Profiles

Send a Gift

Guestbook

Add to Family Group
Request to Collaborate
Block this User
Invite to Project
Report

Memories

Profile Page - Relationship display

Profile Page - Other Actions

Follow
Matches Dedicated project
Contact Profile Managers
Research this Person
View Tree
Edit Profile

Treeview

Actions - Tree view (nodes)

Profile
Tree
Add Family

More

Edit

Add Sources

Delete
//s3.amazonaws.com/photos.geni.com/p13/30/0f/1d/73/5344483ea264414f/exclamation_mark1_original.jpgONLY DELETE YOUR OWN PROFILES - WHERE NO OTHER MANAGERS ARE INVOLVED!

Move - See Merge Guide M2
Resize Photo


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Historical Profiles

Actions Menu

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Send a Gift in Memory

//s3.amazonaws.com/photos.geni.com/p13/fc/6b/6c/28/53444840c24620c2/send_gift_in_memory_1_large.jpg You can place a memorial gift on an ancestor's profile page. Under the options menu select "Send a Gift in Memory" to open up the page illustrated below. You can type a message into the edit box - you cannot add formatting or other images to the message. Use the L - R arrows to see the choice of images available, and click on the one you want to use. Press continue to place the message and chosen image on the profile page

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I left the following message on my grandmother's profile page on the anniversary of her birthdate. It is shown on her profile page under the "Immediate Family" gallery in the "Overview" tab.

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There is a Memories window available on all profiles within your Family Group - up to 3rd Great Grandfather or according to your settings, where you can share anecdotes etc. There is no formatting available in this window. This is in addition to the formattable "About" section where notes and images can be added.

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Manager Options


//s3.amazonaws.com/photos.geni.com/p13/bf/ef/be/08/53444840b97ea57e/actions_manager_options_original.jpgYou can add managers or remove yourself as a manager of a profile. Clicking the Manager Options link will open a window reflecting your status on the profile.

Where you ARE a manager

Removing a manager

You can remove unrelated managers from your close relatives (third great grandparents/fourth cousins and closer) by clicking on the "X" next to their name. You can only remove a manager from a profile if you see the "X" in the Manager Options window.

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In the above list of managers of my 3xGreat Grandfather two were no longer active users and were removed.

Adding a manager

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Clicking on "Add a Manager" in the above window opens the following -

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Fill in the name of the person you wish to add in the "New Manager" field, or add the ID number of that person - see the tagging tip below. You can make that person the primary manager in this window. Add a message, perhaps explaining why you are sending the request, in the text box provided. When you click "Add manager" that person will be notified of your request. You can only add one name at a time - repeat the procedure for each new manager you wish to add.

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Relinquishing Management

If you no longer wish to be a manager on a profile you can remove yourself by clicking the "X" alongside your name in the Management options window. It is always there if you are a manager on a profile. You are asked to confirm the request. If you are a PRIMARY manager, (i.e. listed first in the list of managers), and there are other managers on the profile you need to select which of the other managers you would like to take over as primary manager. Relinquishing management means that you will no longer manage the privacy or receive requests for the profile.

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If you are the only manager on a profile and no longer wish to manage it then activating the "X" alongside your name results in a similar window to the above (see below), but as there are no managers to choose a replacement from, the New Manager field is one you can link to another user by either writing their name or using their ID number (as previously explained above). If you are NOT the PRIMARY manager on the profile clicking the "X" asks you for confirmation before removing you as manager.

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Transferring Management

You can transfer the primary management to another user in the window above under "add manager" - type in the name or ID of the user you wish to add, and then check the box to make them the primary manager. You can transfer management to an existing co-manager as described above in relinquishing management - this way you are no longer a manager on the profile.

Where you ARE NOT a manager

Requesting Management

If you are not a manager of a profile and would like to be you can request management by opening the "Manager Options" link. Once you click the request button the manager(s) of the profile will be sent a request to add you as a manager. Once one of them accepts the request you will be listed in the "Managed by:" on the profile page. This means that you will receive notifications relating to that profile.

Note - you do not need management to edit public profiles - Geni Pro subscribers have full permission to add on to, edit, and merge profiles in the historical parts of the tree.

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Export GEDCOM

//s3.amazonaws.com/photos.geni.com/p13/0e/32/ae/8a/53444840be464f1e/export_gedcom_large.jpgGEDCOM is a standard file format used to save, transfer, and transport genealogical information. Exporting a GEDCOM file allows you to save your Geni family tree to your computer.

To download a GEDCOM file use one of two links. In profile view click on the "Export Gedcom" from the Actions menu. Alternatively click the 'Family' menu at the top for the screen on any Geni page, and choose 'Share Your Tree' link. You then need to make choices from the menus in the following form.

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Export Groups
The export page will ask you to choose which group of people you wish to export. Your choices are:

  • Blood Relatives - people related by blood, and the people married to them;
  • Ancestors - parents, their parents, etc.
  • Descendants - your (or the focus person's) partners, and all resulting children, grandchildren, etc.
  • Forest - blood relatives of you (or the focus person) and your/their current spouse, plus the blood relatives of anyone married to those blood relatives, plus anyone married to the latter set of blood relatives. Note: A Forest export may take several days to complete.

Limits:

  • Basic users - GEDCOM exports are limited to 4x the number of profiles you've added and up to a maximum of 5,000 profiles
  • Pro users - GEDCOM exports are limited to 4x the number of profiles you've added and up to a maximum of 50,000 profiles

When you click the button to export your GEDCOM file, Geni will generate your GEDCOM file and send you a link to download it.
You can export a GEDCOM file for any profile that you added or anyone in your immediate family (as long as they or the manager are not blocking you). This is referred to as the "focus person" of the export.

To open and read the GEDCOM file you exported from Geni, you will need an application that is able to read a GEDCOM file., such as Family Tree Builder or you may find other options by searching online. See Genealogy Software overview

Note: The time to generate your GEDCOM file may vary depending on the size of your tree. If you do not receive an email, check your spam folder or click here to download your GEDCOM.

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Ancestor Report and Descendant Report
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Geni introduced Ancestor and Descendant Reports for your family tree in June 2016. These enable you to view a compact list of a profile’s ancestors or descendants up to 20 generations, which you can export as a PDF saved to your computer, from where you can print or share it with a friend or relative.

You can add a profile ID to the end of the URL to get someone else's ancestors - https://www.geni.com/list/ancestors# (plus the profile ID).

Passing the cursor over any entry in the reports reveals the "hovercard" for that entry.

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Extensive notes are available at Geni Blog - Ancestor and Descendant Reports


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Merge This Profile


See User Tutorial - Merge Guide

M3. Merge this Person - from a Profile Page

Resolve Conflicting Data and View Nearby Merge Issues


See User Tutorial - Data Conflicts

DC2. View conflicts which are outstanding on a profile.

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View Claimed Family

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Clicking on the "View Claimed Family" link on a profile page opens a window where the list of the people in that person's family tree are shown with that person's name in the "Focus Person" field.

To the right of each entry is a "mini-menu" under Actions where you can carry out a number of actions depending on your edit rights and relationship with that profile. For the purpose of this illustration all possible options are shown here - these will not be available on all profiles in the list. If the profile is one that you manage you may also have the option to make the profile private or public.

In the case of claimed profiles there is the option to send them a message.

It is also possible to change the group of profiles in the list by using the drop down menu under "Groups".
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Add to Project

//s3.amazonaws.com/photos.geni.com/p13/1d/49/2c/11/53444840ba4b2d7b/manager_options_add_to_project_large.jpg A profile can be linked to a project in two ways - from within the profile page and at the project.

Adding a profile to a project from the Profile Page

If there are no projects linked to the profile the following notice will be visible to the middle right section of the overview tab.
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If the profile has already been added to projects the first 6 will be displayed in that place. To view a full list you need to click "view all 25" - as in the case of Helen Keller's profile page. All projects will then be displayed on the profile page.

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//s3.amazonaws.com/photos.geni.com/p13/fe/2a/13/a4/53444840ba60a48a/add_to_project_c_large.jpg When the profile is already linked to a project you will need to use the link in the Actions panel (see red ring in image above) to add further projects. Typing a key word in the "find a project" field to choose a project to link a profile to will throw up a number of profile where that word is included in the Profile name. For example typing in "wilts" gave me a selection of 10 projects to choose from.

Note: You can only add a profile to a project where you are a collaborator. Only those projects are available to be selected from. I selected "People Connected to Wiltshire" as that was where Martha was born, and Yorkshire as that was where she died.

To Remove a person from a project click on the "X" alongside the project in the following window which displays which projects she has been connected to.

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//s3.amazonaws.com/photos.geni.com/p13/e7/5f/23/15/53444840ba5e9167/add_to_project_b_large.jpgOn the profile overview page the projects selected will be displayed in place of the "There are currently no profiles tagged with Sarah Ann Smith"


Adding a Profile to a project from the Project page.

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Type the name or profile ID into the box and press "Add Profiles". You can add more than one profile to the project at a time. You can remove the profile from the project from the profile page as explained above, or from the profile page. On the Project page scroll down until you see "Profiles with "view all" alongside. //s3.amazonaws.com/photos.geni.com/p13/fe/bb/37/f8/53444840ba5e423c/remove_profile_from_project_1_large.jpg
Click "view all to see a list of all profiles linked to the project. At the top of the list is the entry for Martha -


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Clicking n the "red cross - Remove from project" link will remove her from the project.

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Report

Historical profiles may be reported for the following reasons by clicking “Actions” on the profile page and selecting “Report.” You need to include a brief comment in your report.

  • Claimed Historical Profile
  • Fake Profile
  • Spam
  • Privacy
  • Vandalism

You may report a profile as a Abandoned Tree by clicking “Actions” on the profile page and select Abandoned Tree. The option to report a profile as abandoned will only appear if the user has not logged into their account in the past 9 months.

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Claimed Profiles

Actions Menu

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The Actions menu on Claimed profiles is different from that seen on deceased persons' profiles. Some actions are are common to both Historical and Claimed profiles - where they differ for claimed profiles these are featured below.

A claimed profile is a profile for a person who has been invited to join Geni and has accepted the invitation. Once a profile has been claimed no one else can edit or delete that profile.

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Send a Gift

The option to send a gift is only available on the pages of claimed profiles on an anniversary date. When you send one (following the same procedure as in "Sending a Gift in Memory" above), it will be displayed in their Guestbook.

Guestbook

... not under actions - scroll down the Profile page under "Immediate family" gallery.

There is a Guestbook window available on all claimed profiles where you can send a message to the person. There is no formatting available in this window. This is in addition to the formattable "About" section where notes and images can be added (if in your Family Group).

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Add to Family Group

s3.amazonaws.com/photos.geni.com/p13/21/25/10/72/53444840bc5880ae/claimed_-_add_to_fg_large.jpg Your Family Group (as defined by your account's 'family group' settings, default 4th cousins and closer), consists of the relatives that you want to stay in touch with. This is the group that you will share your Tree, family news, photo albums, and birthdays with. Your Family Group members may also edit private profiles you manage, both living and deceased. Once you accept a Family Group request you will then receive reminders and updates for that person.

Adding a person to your Family Group allows them to see private profiles that you manage - this may not be appreciated by close family members - it is also their privacy which is being revealed.

All living profiles (those that are unclaimed and not Master Profiles) are private by default and are not searchable on Google. They may be viewed and edited only by:

  • You and the users in your Family Group
  • The users in the maximum Family Group of the private profile
  • Geni curators
  • Geni employees

Note: You can remove any individual from your Family Group from the Settings page or their profile page under the Actions menu. When you Block another user, they are automatically removed from your Family Group.

You can see who is in your family Group in your Account Settings - under News and Notifications - Family Group This is a list where you can remove individuals on their profiles.

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Clicking on "View List" for any person in the list will generate a list with that person as the "Focus Person". You can then generate a list from the "Group" categories as before.

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Request to Collaborate

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Collaborators can view, edit and merge each other's public profiles. Because Geni was designed for people to work together on a shared family tree, Geni created this feature to enable all users to work with others who are not in their Family Group.

When you find a profile that you’d like to collaborate on, you can send the manager a request to collaborate via the 'Request to Collaborate' link in the Actions Menu on the Profile Manager's profile page.

If the manager accepts the request, both parties will be able to:

  • View and edit the Public profiles each manages
  • Merge duplicate profiles together
  • Correct relationships in the tree

//s3.amazonaws.com/photos.geni.com/p13/cf/c0/a9/0d/5344484008528a01/collaboration_original.jpg When you are viewing a profile managed by someone you are collaborating with you will see the icon shown on the left alongside the profile name or the profile manager's name:

Note: Collaboration is mutual. When someone accepts your request to collaborate, they will then also have the option to edit the Public profiles you manage. Your collaborators do not gain any additional permissions on the Private profiles you manage or on your own profile. Nor do they receive any additional family news stories about your activity.

You can view a list of your collaborators on the here, or you can access the list from your profile page. Open the "Activity Tab" and locate Collaborators" down the right side of the page. Click View All to open up the same list.

You can search the list by name - just start typing the name in the box (the ID number for the person you are looking for does not work here). In this list you can elect to "Auto-accept Requests" which means auto-accepting merge requests for profiles that your collaborator is manager of.

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You can also stop collaborating with a person in the list by clicking that link. It changes to "Removed" with the option to (undo).

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Block this User

//s3.amazonaws.com/photos.geni.com/p13/86/02/14/66/53444840bc5880af/claimed_-_block_large.jpg Your can prevent specific users from contacting you or performing actions on profiles you manage. Blocking a user also removes them from your family groups.

To block a user, click the Actions button on her or his profile page and select "Block This User." A blocked user will not be notified that you've blocked them.

When you add someone to your blocked users any family group or collaborator relationships are closed, and the blocked person cannot contact you. This action will also remove them from your Follow list.

You can unblock a user from their profile page or go to the list of Blocked Users under Privacy and permissions in your Account settings and click the "X" alongside their name.

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Invite to Project

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You can only invite someone to collaborate on a project where you are a collaborator.

This works in much the same way as for historical profiles - except that you cannot add a living person to a project. To add a living person to a project they first need to be made a Master Profile by a curator. A curator can send a request to a manager of a living, unclaimed profile asking to make the profile a Master Profile.

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When you type in a key word for the project you wish to invite the person to collaborate on a list of possibilities will be generated. Select the one you want. You can do this multiple times. One of two things will happen - if the person is not yet collaborating on that profile an invitation will be sent to them.

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If the person is already collaborating on that project the following message will appear. You could check their list first to see if it is there, but these lists are sometime in their thousands!

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You can also request that someone join a project from the Actions menu on the project page. When you have the following window open type in the person's name or use their ID number, then click on their name in the generated list and press "Add Collaborator".

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An invitation will be sent to the person.

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Report

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Profiles may be reported for the following reasons by clicking “Actions” on the profile page and selecting “Report.” Include a brief comment in your report.

  • Claimed Historical Profile
  • Fake Profile
  • Spam
  • Deceased
  • Privacy
  • Vandalism

Note: Only Curators may report a user for vandalism. In order to protect the integrity of the data in Geni’s World Family Tree, Curators may report users who they believe are vandalising the shared tree. Once reported, the user’s edit permissions are restricted until customer service resolves the issue.

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If a relative has passed away, and you do not see the option to update their living status in the edit profile basics tab then it is likely that your relative had claimed their profile with their email address. You can report the profile as deceased in the same window. Once it is reported, birthday and anniversary reminders for your relative will be disabled. (See Curator option in the above illustration - not available to Basic or Pro users).

Customer service will resolve the report by un-claiming the profile and updating the living status of the profile to deceased. Once the report is resolved, you and your family will be able to edit your relative’s profile.

See How do I report a profile as Deceased?


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https://s3.amazonaws.com/photos.geni.com/p13/48/1e/7c/34/5344483ebd52fbb4/blank_button_original.jpgProfile Page - Relationship display
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Finding a relationship path from another profile

See also How To: Find Other People’s Relationship Paths

The default for calculating a relationship path on Geni is between yourself and any other profile on Geni. When your tree has been connected to the Big Tree it is possible for Geni to calculate your relationship to any other profile also connected to the World Family Tree (WFT).

//s3.amazonaws.com/photos.geni.com/p13/b6/55/4c/5e/53444840a423f4b2/pin_normal_original.jpg Looking at the profile page for Sarah Ann Smith, my great grandmother, (below) you see how she is related to me. The "push pin" (ringed at the right of the image below) is pointed (see right), indicating that the relation ship calculated is with myself as the focus person.

//s3.amazonaws.com/photos.geni.com/p13/b1/c1/6e/4d/53444840a423f4b4/relationships_pin_original.jpgSarah Ann Smith - normal relationship path to myself (CJB) as focus person.

//s3.amazonaws.com/photos.geni.com/p13/a8/d4/c0/3f/53444840a423f4b3/pin_pressed_original.jpg If you click on that pin and cause the point to become "squashed" (right) you are able to find the relationship of that profile to any other profile in the WFT. Depressing the push pin changes the focus person to the profile you are on when you push the pin. In the illustration below you see that the pin has been pushed to make Sarah Ann Smith the focus person.

//s3.amazonaws.com/photos.geni.com/p13/3d/a8/89/32/53444840a423f4b6/sarah_ann_focus_original.jpgSarah Ann Smith - relationship path focus person.

Visiting the profile for Helen Keller with the pin depressed so that Sarah Ann Smith is the focus profile we see that the relationship path between these two people has been calculated.

//s3.amazonaws.com/photos.geni.com/p13/c2/8e/1a/0a/53444840a423f4b5/sarah_ann_-_helen_keller_original.jpgSarah Ann Smith - relationship to Helen Keller.

Clicking on the crushed push pin again re-instates the relationship path to focus on the user (myself in this case). As would be expected my great grandmother is shown in the path.

//s3.amazonaws.com/photos.geni.com/p13/dc/43/ba/87/53444840a429b5a3/cjb_-_helen_keller_original.jpgCJB - relationship to Helen Keller.

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M9. Refreshing Relationships
After a profile and its tree have been merged into another it is possible that the "Relationship Path" will have changed as a result. How to refresh the path is explained at the above linked project - scroll down to M9.



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https://s3.amazonaws.com/photos.geni.com/p13/48/1e/7c/34/5344483ebd52fbb4/blank_button_original.jpgProfile Page - Other Actions

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Follow

//s3.amazonaws.com/photos.geni.com/p13/07/6c/2d/3a/53444840bd667382/follow_large.jpgTo follow a person by go to their profile page and clicki the "Follow" button on the right-hand side (left of the Actions Menu). To stop following a person just click on the Unfollow. You can see who your following on your profile page under the Overview tab of your profile page (on the bottom right-hand side).

Followers receive recent activity updates. Profile privacy determines which updates they will receive. When you follow someone the public activity (adding public profiles, updating public profiles, public discussions, etc.) of that user is displayed in your "news feed" on the home page. If you follow an historic profile (non-claimed), updates to the profile will also appear in your feed even if your not following the person that made the changes.

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Research this Person


BLOG Introducing a Faster Way to Research Your Ancestry

//s3.amazonaws.com/photos.geni.com/p13/c9/d5/b4/0a/53444840a98cf0a1/other_actions_research_this_person_original.jpg//www.geni.com/images/transparent.gif Clicking on this link will automatically take you to MyHeritage’s SuperSearch™ results for that profile. There’s no need to type in information about your relative to start your search; Research this person takes the information on the profile, including the full name, gender, birth date, and death date, and automatically searches for matching records from MyHeritage’s collection of 4 billion historical records and millions of newspaper articles. This link provides a simple and easy way for you to discover more about that person.

People who are MyHeritage subscribers can view the results of such a search. Non members see the basics but cannot access full details.

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Contact Profile Managers


This option is not present on profiles where you are the only manager.

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Any user can contact the manager(s) of a profile. You must be logged in to Geni to send your message.

Using this link to contact the managers of a profile automatically includes a link to the profile -
"I am contacting you about this profile: followed by a link to the profile concerned". A link to the profile will also be included as an attachment with your message. It will be sent to multiple managers - 20 active managers plus primary manager and curator if not amongst them. If you are contacting the manager(s) of a Master Profile, the Curator of the profile will also be included in the message.

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View Tree


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Clicking "View tree" takes you to a window where the tree with the focus person being profile you linked from. If you want to open the tree in a separate tab (keeping the profile window open), you need to hold down the CMD button when you click the link.

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Edit Profile

Also accessed from Tree View - (see below)
If "Edit Profile" is visible on a profile page it means that you have edit rights on the profile.

Note - you do not need management to edit public profiles - "Geni Pro subscribers [now] have full permission to add on to, edit, and merge profiles in the historical parts of the tree". For more information about this read blog announcement: Only public, unclaimed profiles can be edited by Pro users.

//s3.amazonaws.com/photos.geni.com/p13/8c/5f/4b/99/53444840a98cf0a0/other_actions_edit_profile_original.jpg//www.geni.com/images/transparent.gif Private profiles are intended for living relatives and minors. Public profiles, identified by a Green 'world' orb alongside the "long name", are intended for deceased relatives and public figures. They can be viewed by anyone, but only Geni Pro subscribers, Collaborators, Relatives, Geni Curators and Geni Employees have full permission to add on to, edit, and merge profiles in the historical parts of the tree.

//s3.amazonaws.com/photos.geni.com/p13/cb/1a/a5/7c/53444840a9eee357/edit_from_profile_original.jpgEdit profile accessed from Profile page

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The edit profile accessed from the profile page is a very comprehensive tool, giving you access to more tabs than from the basic edit available in tree view (see below). In addition to the basic and relationship fields you can also edit

About,
Personal (Hair & Eyes, Height, Ethnicity, Religion, Political Views and Language.
Work (Company, Employer, Position, Title, Start Date, Start Year, End Date, End Year, Current Position and Location for multiple positions, with the option to add more as needed.
Schools - the ability to add information about a number of eduction/school types with dates, qualifications and location.

If you are a basic user and need to edit a profile where you have no rights to do so you can either request management on under "Manager options" in the Actions menu (see above), request to collaborate with one of the managers of the profile or contact the managers using "Contact Profile Managers" above to suggest new or additional information for the profile.


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https://s3.amazonaws.com/photos.geni.com/p13/48/1e/7c/34/5344483ebd52fbb4/blank_button_original.jpgActions - Tree view

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There is additional help available on tree view at the bottom right corner of the page available - a collection of quick, illustrated reference boxes explaining how to add relatives, move around the tree, (using the bottom right "compass" and magnifier), view profiles, invite your family and open other branches of your tree.

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Adding Sources in Tree View


You can add sources for information when in the profile edit menu in tree view. To the right of each field is a small page icon followed by a? - See ringed in red in the illustration below.

//s3.amazonaws.com/photos.geni.com/p13/2f/f0/c0/07/5344484176cc15d6/source_-_add_in_tree_view_large.jpgAdding sources in tree edit screen

Placing the cursor over that icon reveals the above pop up window or similar. Clicking on "Add a Source" opens up the Add Sources Menu - see Basic Techniques 3. Profile Page Tabs - scroll down to Sources.


Depending on how your preferences are set you have the following menus available from the node of a person in tree view.

//s3.amazonaws.com/photos.geni.com/p13/a9/cf/67/02/53444840bac07fbd/tree_actions_-_arrows_large.jpgA. Without flip node//www.geni.com/images/transparent.gif//s3.amazonaws.com/photos.geni.com/p13/f4/9c/0f/49/53444840bac07fbe/tree_actions_-_flip_tab_large.jpgB. Using flip node

The menu on the left (A), is available if you do not use "flip" node. Clicking more offers the menu seen in the image. The right hand menu, (B), is available with "flip" node selected - reached by clicking on or hovering over the node depending on your settings.





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Profile

The profile page will either open in a new tab or replace the tree view depending on your settings. (See Viewing Preferences

In "A" click the name on the node to open the profile image. In "B" after activation the "hoverpage" select either "profile" or click on the name.

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Tree

Clicking Tree makes that person's node the focus person in tree view opening up their tree, showing their siblings, ancestors and descendants. In "A" found on the node, in "B" the link is found in the '"hoverpage"

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Add

In "A" - Add immediate family; in "B" - Add - family, sibling, spouse, child. (Where no parent has been added "parent" is included in this line up.
Both "add immediate family" and Add - "family" open the following window.

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This is a way of adding a number of immediate family members to a person in one place. As you can see in the following image by expanding the blue arrow you can add basic information for a new person just as you can using the other "add" tools. If you need more people than there is room to do click "Add another. When you are done click save and the new profiles will be on the tree where you can edit them to add further information such as baptism date, marriage date, Display name where necessary etc.

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More - Edit

//s3.amazonaws.com/photos.geni.com/p13/84/34/ef/2f/53444840a9eee358/edit_from_tree_view_original.jpgEdit menu from Tree View

Clicking edit opens the edit screen for the profile in question - accessing the information which has been added for that person. Only Basic and Relationship pages are available from tree view. You can also access the edit page from profile view and in lists connected to your profile where you can do a quick edit (see below).

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More - Delete

How do I delete someone from my tree?
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//s3.amazonaws.com/photos.geni.com/p13/30/0f/1d/73/5344483ea264414f/exclamation_mark1_original.jpg DO NOT DELETE PROFILES managed by other people

ONLY DELETE PROFILES WHERE YOU ARE THE ONLY MANAGER!

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If you are the only manager of a profile there is no problem deleting when necessary. If there is problem on a problem on a profile where there are other managers involved please contact the manager(s) of the profile!

To delete someone from your family tree in tree view click the small ‘X’ in the upper right hand corner of their box, Figure D1a (not there if your preference is to 'flip' nodes Figure D1b),

//s3.amazonaws.com/photos.geni.com/p13/7e/29/d1/cf/53444840a8412e02/delete_1a_original.jpgD1a//s3.amazonaws.com/photos.geni.com/p13/2d/27/88/d4/53444840a82e3613/delete_1_original.jpgD1b

The little "X" is only visible if a profile CAN be removed. If that person has other relatives attached to him or her, who would otherwise be disconnected from the tree, you cannot delete the profile. In the example of Joseph Rabbets, (D1a and D1b), there are no parents or other spouses and so deleting that profile would not affect the tree.

Alternatively in tree view click 'delete' from the menu (Figure D2). Note that the option to delete is not available in the actions menu for his wife, Louisa Bennett Figure D3, because she has other relatives attached to her who would otherwise be disconnected from the tree. The attached relatives need to be deleted first to make that person removable.

//s3.amazonaws.com/photos.geni.com/p13/b8/8e/08/d0/53444840a82e3614/delete_2_original.jpgD2//s3.amazonaws.com/photos.geni.com/p13/af/3e/9d/13/53444840a82e3615/delete_3_original.jpgD3

A Master Profile cannot be deleted.

//s3.amazonaws.com/photos.geni.com/p13/57/b7/6a/92/53444840a85b87e3/delete_4_original.jpgFigure D4.//www.geni.com/images/transparent.gif//s3.amazonaws.com/photos.geni.com/p13/b6/35/de/42/53444840a85b87e4/delete_4b_original.jpgFigure D5.

A profile can be deleted from their profile page - click on 'Actions' then 'Delete Profile'. Figure D6.

//s3.amazonaws.com/photos.geni.com/p13/15/ee/22/56/53444840a857765b/actions_delete_original.jpgFigure D6

A person who has joined Geni and "claimed" their profile cannot be deleted. If this is the case, that claimed user must cancel directly from their account under 'Account Settings' and Close Account.

Depending on your notification settings, when someone deletes a profile you manage you will get an email informing you, offering you a link to undo the deletion. The email notification of the deletion includes a link to view the list of deleted profiles that you manage.

This list shows you the name, when the profile was deleted, who deleted it and the option to undelete the profile. Note that you may undelete any profiles which you had managed. Otherwise, you will be required to ask the profile manager to do so on your behalf.

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More - Move

See User Tutorial - Merge Guide

M2. Move this person - Tree view

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Add Photo

When you click "Add Photo" available in the menu in "flip" mode you are taken directly to your computer folders to select an image to add to the profile. You do not have the option of choosing which album to store the image in, or to add a name, description or attribution. The photo is stored in the first album you created, which will be the first one listed in photos (found in the menu under the "Family" at the top of any Geni page) if you go there next.


See more in Basic Techniques 3. Profile Tabs in Media Tab.

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More - Resize Photo

Clicking "resize photo" on the person node in tree view opens the image in a window where you can crop the current profile image.
NOTE - this affects the image only on the profile and tab (tree view) - the full size image is still visible in the gallery.

s3.amazonaws.com/photos.geni.com/p13/e3/1c/e4/98/53444840bac17592/rezize_photo_large.jpgRe-size Photo

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How to: Add and Invite Relatives

VIDEO How to: Add and Invite Relatives