Understanding People Permissions

Modified on Mon, 23 Sep at 3:17 PM

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

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article