🔒 To delete children and staff in-app, both of the Data management permissions will need to be enabled
Please note that permanent deletion should only be done in cases where the parent has requested it or it is mandated from government guidelines. Once deletion is confirmed, you will no longer have the opportunity to get that data back and Famly will not be able to recover it either.
How to Access the Data Management Tab
The Data management tab, where you can delete and export child or staff profiles, isn't made available to all staff members by default. It is only available for roles at your setting or organisation with full access to the app (meaning all Staff permissions have been enabled).
For example in an Organisation, only the default Organisation manager will be able to see the Data management tab. For a single site, only the default setting manager will be able to see data management.
🔒 If you cannot see the Data management tab, this may be because you have not been given a manager role at a single site, or an organisational manager role in an organisation
If you'd like to enable this feature for an organisation, you will only be able to add this permission in the Organisational level roles. From here, you will need to create a new role called 'data manager' (for example), where you can add that role on top of existing roles.
Setting managers have the permission to both export child, staff, and bill payer data, as well as delete child, staff, and bill payer data. This permission can be found in the Administration section under Data Management
This permission enables a new tab within a child or staff member's profile titled Data Management. From this tab, you can select whether you'd like to Export data or Delete Child/Staff data
Delete Child or Staff data
Upon clicking the Delete child data button, you will need to confirm the deletion by reading the information on the pop-up and typing DELETE into the required field
Once confirmed, you will be asked to remain on this screen until the deletion is complete and an all-done status shows
Export Child or Staff data
Clicking on the Export data button will prompt a pop-up to show a description of the export process
To begin your export, click on the Request export button. You'll receive a notification when the export is complete and ready to access in the same Data management tab.
Click on the Download button to download the data package to your computer. The data package will expire after the given period