You can add a shared phone number to users, which means that if/when the phone number is updated for one user - it will update for all users that phone number is shared to.

The phone number must be added to one user - then, you can add it to users they have relationships to. For example, Parent/Child, Spouse/Spouse, etc.

As a Platform Manager:
  1. Navigate to Core.
  2. Select Users > Edit User Profile Data.
  3. Search/select the user you want to add a Shared Phone to.
  4. Scroll down on the left under Phone, and click Add.
  5. Select the Select Existing Phone radio button.
  6. Select the Phone Type from the drop down.
  7. Click Next.
  8. How would you like to use this phone?
    • Share (this will share the phone number between the users, and any updates to one will impact all instances of the shared phone number).
    • Copy (copies the phone number to this user, and creates a separate instance. Updates will not impact others with this phone number).
  9. Select from the following phones:
    • Select the radio button to the left of the phone number you want to add as the Shared/Copied phone.
  10. Click Save & Exit.