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Set Staff Access and Permissions

Written by Josie

🔒 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

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