Understanding People Permissions

Modified on Wed, 6 Mar at 1:12 AM

Default values have been set for the existing roles of Account Owner, Administrator, Manager, Assistant Manager and Staff based on their hierarchy. Using the defaults as a starting point you can then add more permissions, downgrade or remove access depending on the role.

Within the Settings menu, select Roles and Permissions, then View on the particular role you want to edit.

People Permissions

Family Account Main

Profile management and child assignments

Need: Access to 'Child Main' permission to add children (create level and above)

Need: Access to 'Contact Main' permission to add contacts (create level and above)

Read-only: Can view Families > Accounts

Edit	Create	Delete
View account list	Add Account Add to another Centre	Provides full access

Family Account Documents

Access to account linked documents (child health and enrollment)

Edit	Create	Delete

Family Account Internal Notes

Managing documentation relating to an account or child

Edit	Create	Delete

Child Agency

Agency assignment management

Need: Access to 'Agency Main' permission

Need: Access to 'Program Main' permission

Edit	Create	Delete
	Add child to program	Remove child from program

Program Main

Program management and assignment

Edit	Create	Delete
		Remove program

Child Main

Profile management and emergency contact assignment

Need: Access to 'Family Account Main' permission to add a child (create and above)

Read-only: Can view Families > Children (profile details only)

Edit	Create	Delete
Edit existing profile details	Add a child	Archive a child Remove child from account

Child Documents

General and medical document management

Need: Access to 'Child Main' permission (read-only or above)

Need: Access to 'Child Medical' permission (read-only or above)

Read-only: Can view Families > Children > Health & Wellness > attached documents

Edit	Create	Delete
Download documents Edit existing document name and expiry date	Add Document	Archive documents Delete documents

Child Internal Notes

Coming soon!

Edit	Create	Delete

Child Medical

Medical condition, allergy, restriction and immunisation management

Need: Access to 'Child Main' permission (read-only or above)

Read-only: Can view Families > Children > Health & Wellness and Immunisations

Edit	Create	Delete
Update existing conditions	Add Conditions Add Immunisation records	Archive conditions Delete immunisation records

Child Tags

Tag assignment

Need: Access to 'Child Main' permission (read-only or above)

Read-only: Can view Families > Children > Tags

Edit	Create	Delete
Select existing tags Deselect assigned existing tags	Provides full access	Provides full access

Contact Main

Profile, email and PIN management

Need: Access to 'Family Account Main' permission to add a contact (create and above)

Need: Access to 'Child Main' permission to view contacts (read-only and above)

Read-only: Can view Families > Contacts (profile details only)

Edit	Create	Delete
Edit existing contact details Change Email Change PIN	Add Primary contacts Add Contacts	Provides full access

Contact Documents

Coming soon!

Edit	Create	Delete

Contact Internal Notes

Coming soon!

Edit	Create	Delete

Contact Medical

Coming soon!

Edit	Create	Delete

Contact Tags

Tag assignment

Need: Access to 'Contact Main' permission (read-only or above)

Need: Access to 'Child Main' permission (read-only or above)

Read-only: Can view Families > Contacts > Tags

Edit	Create	Delete
Select existing tags Deselect assigned existing tags	Provides full access	Provides full access

Staff Main

Profile and email management

Read-only: Can view Employees > Profiles

Edit	Create	Delete
View only	Add Employee Change Email Send and Resend Invite	Edit existing employee information Delete user

Staff Documents

Coming soon!

Edit	Create	Delete

Staff Employment

Manage employment

Need: Access to 'Staff Main' permission (create or above)

Read-only: Can view Employees > Profiles > Employment tab

Edit	Create	Delete
View only	View only	Edit existing details

Staff Medical

Manage medical

Need: Access to 'Staff Main' permission (create or above)

Read-only: Can view Employees > Profiles > Medical tab

Edit	Create	Delete
View only	View only	Add Medical Condition Add Allergy Delete Condition

Staff Notes

Manage notes

Edit	Create	Delete

Staff PayRate

Coming soon!

Edit	Create	Delete

Staff Permissions

Coming soon!

Edit	Create	Delete

Staff Position

Coming soon!

Edit	Create	Delete

Staff Tags

Tag assignment

Need: Access to 'Staff Main' permission (read-only or above)

Read-only: Can view Employees > Profiles > Employee Tags

Edit	Create	Delete
Select existing tags Deselect assigned existing tags	Provides full access	Provides full access