User Permissions for All Families (Families menu)

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There are many User Permissions related to All Families from the Families menu and the various options on that page.

To adjust a User's permissions, go to the Gear icon > Settings > Users & Permissions > User IDs (click on a UserID) > User Permissions (left menu) to set the permissions. Note: If a User is logged in when changes are made to their permissions, they'll have to log out and back in for the changes to take effect.

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Access the All Families Page

Category	User Permission	Enables access to
Families	List Families	All Families from the Families menu.
	View Family Page	View and edit the details of a family. Use the Row menu icon> View/Edit to go to a family's record.

View Data Visuals

Category	User Permission	Enables access to
General	Dashboard - Aged Accounts	The Accounts Receivable data visual.
Families	Balance	View a family's balance. View the Accounts Receivable data visual and the amount in the Balance column from the grid.
	Transactions Tab	View transaction records. View the Accounts Receivable data visual.

Perform Mass Actions

Category	User Permission	Enables access to
Families	Email Families & Email/Print Student Schedules	Perform a mass action to Send a Message.
	Add Family/Account	Add New Family button.
	Quick Family Student Enroll	The Quick Registration Form (Add a New Family).
	Billing Info Tab	Perform a mass action to view and update an ePayment Schedule, Family Discount, Family Fixed Fee, and Membership Type.
	Clear Family User-Defined Fields	Perform a mass action to Clear User-Defined Field Answers.

Row Menu Actions

Category	User Permission	Enables access to
Families	View Family Page	Use the Row menu icon> View/Edit to go to a family's record.
	Post Fees	Use the Row menu icon> Post Fees to enter fees.
	Post Credit Card Transactions	Use the Row menu icon> Accept Payment/Post Credit to post charges to a credit card on file.
	Payment/Credit Entry Button	Use the Row menu icon> Accept Payment/Post Credit to pay off charges.

Additional Permissions

Category	User Permission	Enables access to
General	Export Grid Information	Use the More icon> Export to Excel to export the grid information to Excel.
	Print Grid Information	Use the More icon> Print to print the information in the grid.
Students	View Student Page	View detailed student information. Click on a student's name from the Students column to go to the student's record.
Classes	View Classes	View class details and classes. Links to a class record from the Current Classes column.
Staff	List Staff	View detailed staff information. Links to a staff's record from the Current Classes column.