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If you’re part of an organisation where multiple sites are using the same roles with identical permissions, you know how time-consuming it can be to manage each one individually. But here’s some great news: you can streamline your administrative tasks by adding roles to multiple nurseries at once. This article will guide you through how to do just that.
Adding a Role
First things first, you will need to reach out to Famly to have this feature toggled on for your organisation. Just reach out to support@famly.co or chat to us in-app to request it.
Once it's been enabled:
Log in and click Settings from the organisational overview
Click Show under Access Control
Click on the Roles tab
From here, open up the Roles for dropdown and select Site staff
If you would like to add a new role:
Click on New role
Give this role a title
Select the sites this role should be available for
Click Select all if it's for all sites
Select the relevant permissions associated with this role
Click Confirm once you're ready
If you would like to edit a role or the sites that role should be available for:
Click on the "..." at the end of the row
Click on Edit
Add or remove sites in the Sites dropdown or check or remove permissions in the Permissions section
Click Update once you're ready
Assigning a Role
The new or amended role will show up in the selected sites under Settings → Staff → Roles and permissions. Staff members with the necessary permissions will now be able to add site-level staff members to the role.
