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Organisational Roles for Groups

How to create roles where you have access to multiple settings

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

What are Organisational-level roles?

Suppose a member of staff needs access to more than one nursery within your group but isn't a physical member of staff in those settings. In that case, they may benefit from receiving an organisational-level role.

These types of roles are particularly useful for an organisation manager, that needs to be able to see an overview of all the group's settings, without being added as a staff member in each of them. Or, perhaps, an organisational administrator who needs to be able to update information about particular settings but doesn't necessarily need to be an active member of staff in each one.

Adding Organisational-level Staff Members

To add a new staff member to your Organisation:

  • Log in to Famly and click on Settings from your nursery overview under the name of your Organisation

  • If you are not automatically directed to this page, you can click on the home icon in your sidebar, and select the organisation from the dropdown menu

  • Click on Show in the Access Control section

  • You'll be redirected to the Organisation staff page where you can click on Add staff to add an employee

  • Once added, you can change this staff member's role or delete them by clicking the three dots next to their name

Creating Organisational-level Roles

To create roles for staff members with organisational access:

  • Follow the steps above until you reach the Organisation Staff page

  • Select the Roles tab

  • Click on New role

  • Enter the title for your new role

You'll be able to assign this role to any staff members in the Overview section

Organisational Manager Roles

As a senior manager of an organisation, you will need oversight of all of your settings. To do this, you will be assigned an Organisational Manager role. This role has automatic access to everything, in all settings, and has all permissions granted. This role cannot be edited.
Additionally, as an organisation manager, you will have access to an overview of your settings, and whole-organisation reports. You can find out more about these below:

Area Managers

If you're an area manager, as part of a larger chain, we do not recommend an organisation role - these are designed for access to every setting in a group. Instead, create a role called 'Area/ Group manager' and then assign this role all the relevant permissions you need. You can then add this role as a member of staff in all of the settings you look after.

Other Administrative Roles

As well as an organisational manager, there may be other staff who need differing levels of access to all your settings. You can create organisation-level roles, with different permissions, to suit your group. For example, you might create an organisation-level role for your HR manager (with access to staffing for your settings) or accountant (with access to the financial information of your settings)

You can read more about creating a role in the article below:

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