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Getting Set Up
Invite your staff
Create the roles of staff in your setting
Create the roles of staff in your setting

Create roles and assign permissions for your staff

Julia Rose avatar
Written by Julia Rose
Updated over a week ago

How to create a staff role

Before you invite your staff members to use the app, make sure to allocate certain permissions to different staff roles. When a role is deactivated, the user is logged out from all devices, and they can no longer log in. This is to help ensure that only the right people have access to data on the platform.

To create a Role:

  • Log in to the app and click Get Started

  • Next, click on Staff

  • In this section, you have three tabs. Click on Roles

  • Now you have access to all of the roles that come as standard in the app. If you would like to create your own custom role, click on New Role.

  • A new window will open, where you can name the role and then assign the permissions you'd like to assign to that title.

  • Once you're happy, click Create

An overview of permissions

To ensure everyone only has access to the information and settings they need, the app has a thorough list of Permissions for the Roles in your setting. To get an overview of all permissions in Famly, visit the link below:

Edit staff permissions

You can give a member of staff more or fewer permissions. To find out how to do this, follow the instructions at the link below:

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