🔒 Staff permissions can be edited on all Famly packages. Read more about pricing here
What are Permissions?
Permissions allow you to customize what features each role in your center has access to in Famly. These allow or restrict access to different parts of the app, and determine how much control a staff member has over the subscription.
You can find the table of permissions by going to Settings → Staff → Roles and permissions → Compare roles.
This article outlines each permission so you can decide which ones to enable for each role.
Children
View child information: Allows staff to access the About and Family tabs of children's profiles. Does not include health or sensitive information. This permission is also required for staff to see any part of the app that mentions child names, including the Room Planner and Child Attendance
Register child status: Allows staff to update a child's status, such as marking them as sick, on holiday, or absent
View child private info: Allows staff to see the Health and sensitive information section of a child's profile
Manage child healthcare info: Allows staff to view and edit information in the Health section of a child's profile, not including allergies and dietary needs
Manage allergies and dietary needs: Gives full access to view and edit the allergies and dietary needs fields on a child's profile
View allergies and dietary needs: Allows staff to view the allergies and dietary needs fields, but not edit them
Edit allergies and dietary needs: Allows staff to view and edit the allergies and dietary needs fields
Transfer children between centers: Allows staff to move children to another center within your organization
Check children in and out: Allows staff to check children in and out of the center. Required to use the Check In/Out screen
Add children: Unlocks access to the Children section in Settings, allowing staff to create new child profiles
Manage sibling linking: Allows staff to link siblings together on their profiles
Manage child notes: Allows staff to add, edit, and delete notes on a child's profile
View child notes: Allows staff to view notes on a child's profile, but not edit or delete them
Manage contacts: Allows staff to view and edit extended child contact information, including parent, family, and pickup contacts
Manage protected addresses: Allows staff to mark and edit an address as protected. Protected addresses are not visible without this permission
Staff
Access the Famly app from home: Allows staff to access the app away from the center. Without this permission, staff can only access the full app when signed in to your center via the Sign In screen or the center overview, within one hour of opening hours
Add staff: Allows staff to add new staff members. At a minimum, the Edit center information permission is also needed
View staff profiles: Allows viewing access to basic info on other staff profiles, including name, job title, role, base room, special notes, key children, and qualifications
Edit staff profiles: Allows editing access to basic info on other staff profiles. Requires View staff profiles
Edit staff profile pictures: Allows staff to change profile pictures for other staff members. Requires View staff profiles
Manage staff personal details: Allows staff to view and edit employee name, date of birth, address, and phone number, and to view and edit staff contacts including emergency contacts
View staff contract info: Allows staff to view contract information on staff profiles, including their own
Manage staff contract info: Allows staff to edit contract information on staff profiles, including their own
View all staff's to-dos: Allows staff to see the team-wide to-do overview, including tasks assigned to all staff members
Manage all staff's to-dos: Allows staff to create, edit, complete, and delete to-dos for other staff members
Manage staff leave: Gives full access to staff leave, enabling all leave permissions below
View staff absence statuses: Allows staff to see that a colleague is away, but not the type of leave. Staff can always see the details of their own leave
Manage staff absences: Allows staff to add and delete leave for all other staff
View staff absences: Allows staff to view leave for other staff members, including dates, times, and notes
Approve staff absence requests: Allows staff to approve or reject leave requests from other staff members
Manage own sign in: Allows staff to sign themselves in and out via the site or room overview by clicking their avatar and selecting sign in or sign out
View all staff schedules: Allows staff to view all published shifts in the staff schedule
Manage staff schedules: Allows staff to add and delete shifts, view ratio info, see conflicts, and publish schedules
Edit own attendance: Allows staff to add, edit, or delete their own attendance information from their staff profile
View all staff attendance: Allows staff to view all other staff attendance records, but not make changes
Edit all staff attendance: Allows staff to edit all staff attendance records, including checking staff in and out
Communication and Events
Use Sidekick: Allows staff to use Sidekick Writing Assistant to draft and improve messages, posts, and observations
View the center's Calendar: Allows staff to see the center's calendar, events, and closing days. Without this, staff only see their own calendar
Add calendar events: Allows staff to create events and invite staff and parents
View all Newsfeed posts across the center: Gives staff access to the center's Newsfeed and all posts, even if they are not a recipient
Send news feed posts: Allows staff to send posts to parents and staff on behalf of themselves, their room, or the center
Edit all users' posts: Allows staff to edit posts made by other staff members
Manage post pins: Allows staff to pin and unpin posts in the Newsfeed
Host Famly Live meetings via news feed: Allows staff to start Famly Live meetings from the Newsfeed
Manage classroom messages: Allows staff to view and write messages to parents as a member of a room. Messages are sent from the room, not the individual
Send private messages to parents: Allows staff to send private messages to parents on behalf of themselves
Start staff messages: Allows staff to start new message threads with other staff members. Without this, staff can still reply to threads they've already been added to
Send organization messages: Allows staff to message staff in other centers within their organization
Manage meal plans: Allows staff to view and edit meal plans
Manage meal items: Allows staff to add, edit, and delete meal items in Settings
View parent documents: Allows staff to view documents shared with parents
Manage staff document acknowledgement: Allows staff to view the acknowledgement list for staff documents, showing who has and hasn't acknowledged each document
Health and Safety
Configure head counts: Allows staff to set up and manage head count settings
Add Name to Face checks: Allows staff to carry out Name to Face checks
View head counts: Allows staff to view head count records
Acknowledge medication forms: Allows staff to acknowledge medication forms and administrations. Staff with this permission will receive a notification when a new form is created or medication is administered
Manage medication forms: Allows staff to create new medication forms and carry out all related actions, including administering medication and archiving forms
View health and safety disclosures: Allows staff to see notes that have been marked as a safeguarding disclosure
View accident forms: Allows staff to view accident and incident forms
Send accident forms for review: Allows staff to submit accident forms for review
Approve accident forms: Allows staff to approve and finalize accident forms
Manage immunization records: Allows staff to add, edit, and manage immunization records and reminders
View immunization records: Allows staff to view immunization records, but not edit or add new ones
Registration and Forms
Manage enquiries: Allows staff to manage enquiries from prospective families
View enquiries: Allows staff to view enquiries, but not manage them
View forms and responses: Allows staff to access the Forms overview and copy form links
Manage forms: Allows staff to create, edit, and duplicate forms
Configure forms settings: Allows staff to publish, unpublish, share, and manage form settings
Manage contract templates: Allows staff to create and edit digital contract templates
Manage contracts: Allows staff to send and manage contracts for families
View contracts: Allows staff to view contracts, but not send or edit them
Delete contracts: Allows staff to delete contracts
Learning
Manage observations: Allows staff to create observations and access the Learning Journey on a child's profile. Observations will be sent to a manager for review unless the staff member also has the Review and send observations permission
View observations: Allows staff to view observations, but not create or review them
Review and send observations: Allows staff to review observations waiting for approval and send them
Review observations: Allows staff to review observations but not send them
Manage activity library: Allows staff to edit and post activities in the activity library
Manage activity plans: Allows staff to create and manage activity plans
View activity plans: Allows staff to view activity plans, but not edit or post activities
Manage curriculum: Allows staff to create, edit, and delete child development curriculums
Finances
Configure in-app payments: Allows staff to access and manage in-app payment settings
Configure finance settings: Gives staff access to Invoicing Profiles, Pricing, and Invoice Settings, including creating pricing groups, attendance schedules, sessions, products, and discounts, and formatting the invoice layout. Does not include managing plans for children
Manage child plans: Gives full access to add and edit plans for children
View child plans: Allows staff to view plans for children, but not amend them
Manage plans (basic): Gives basic access to manage children's plans
Manage child purchases: Allows staff to add sessions, products, or discounts to a child's plan or purchases
Override invoicing profile: Allows staff to override the invoicing profile on a child's plan
Manage funding: Allows staff to add or amend funding on children's plans
Manage child discounts: Allows staff to add or amend discounts on children's plans
Manage child surcharges: Allows staff to add or amend surcharges on children's plans
Manage invoices: Gives full access to invoices, including viewing, editing billing details, and canceling
View invoices: Allows staff to view invoices, but not edit billing details
Manage invoices (basic): Gives basic invoice management access
Cancel invoices: Allows staff to cancel invoices and issue credit notes
Edit billing details: Allows staff to edit billing details for children
Manage payer accounts: Gives full access to bill payer accounts, including payments, surcharges, and credits
Manage bill payer payments: Allows staff to add payments made by bill payers
Manage bill payer surcharges: Allows staff to add surcharges for bill payers
Manage bill payer credits: Allows staff to add credits for bill payers
Manage bill payer tags: Allows staff to create, edit, and delete bill payer tags
Assign bill payer tags: Allows staff to assign tags to bill payers
Manage parent bookings settings: Allows staff to configure settings for parent booking requests
View occupancy report: Gives staff access to the Occupancy Report
View financial reports: Gives staff access to the Revenue section of the app, including revenue monitoring, public funding, invoicing, and debt collection
Administration
Manage staff logins: Allows staff to add new staff, allocate staff to rooms, and send staff logins
Manage staff role permissions: Allows staff to edit permissions for custom roles
Configure parent logins: Allows staff to assign and send logins to parents
Manage departments and rooms: Gives full access to create, edit, and delete departments and rooms
Manage departments: Allows staff to create departments
Add rooms: Allows staff to create new rooms
Delete rooms: Allows staff to delete rooms
Edit rooms: Allows staff to edit room settings
Edit center information: Allows staff to edit information in the center info section in Settings. Also allows staff to see the children's Overview and the Staff page under the Home tab
Edit tags: Allows staff to create, update, and delete tags
Configure features: Allows staff to enable or disable features for the center via Settings
Configure security: Unlocks the Security section in Settings, allowing staff to enable, disable, or edit security settings including auto-logout times
Create enrolled devices: Allows staff to add new devices to the trusted device list
Manage enrolled devices: Gives full control over the enrolled devices list, including adding and removing devices
Manage data exports: Allows staff to export child and staff data from the Data management tab
Delete organization personal data: Allows staff to permanently delete child or staff data from the Data management tab
Manage content reports: Allows staff to receive notifications when a report of inappropriate content has been made
Configure Famly subscription: Gives staff access to the Subscription section on their profile, where they can view subscription information and request a trial of another package

