User Permissions for All Families (Families menu)

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

User Permissions play a crucial role in protecting your data by controlling who can access, modify, or perform specific actions in your system.  Review Protect Your Account - User Permission Guidelines for more information.

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.


Access the All Families Page

CategoryUser Permission
Enables access to
FamiliesList FamiliesAll Families from the Families menu.
View Family PageView and edit the details of a family. Use the Row menu icon> View/Edit to go to a family's record.

View Data Visuals

CategoryUser Permission
Enables access to
GeneralDashboard - Aged AccountsThe Accounts Receivable data visual.
FamiliesBalanceView a family's balance. View the Accounts Receivable data visual and the amount in the Balance column from the grid.
Transactions TabView transaction records. View the Accounts Receivable data visual.

Perform Mass Actions

CategoryUser Permission
Enables access to
FamiliesEmail Families & Email/Print Student SchedulesPerform a mass action to Send a Message.
Add Family/AccountAdd New Family button.
Quick Family Student EnrollThe Quick Registration Form (Add a New Family).
Billing Info TabPerform a mass action to view and update an ePayment Schedule, Family Discount, Family Fixed Fee, and Membership Type.
Clear Family User-Defined FieldsPerform a mass action to Clear User-Defined Field Answers.

Row Menu Actions

CategoryUser Permission
Enables access to
FamiliesView Family PageUse the Row menu icon> View/Edit to go to a family's record.
Post FeesUse the Row menu icon> Post Fees to enter fees.
Post Credit Card TransactionsUse the Row menu icon> Accept Payment/Post Credit to post charges to a credit card on file.
Payment/Credit Entry ButtonUse the Row menu icon> Accept Payment/Post Credit to pay off charges.

Additional Permissions

CategoryUser Permission
Enables access to
GeneralExport Grid InformationUse the More icon> Export to Excel to export the grid information to Excel.
Print Grid InformationUse the More icon> Print to print the information in the grid.
StudentsView Student PageView detailed student information. Click on a student's name from the Students column to go to the student's record.
ClassesView ClassesView class details and classes. Links to a class record from the Current Classes column.
StaffList StaffView detailed staff information. Links to a staff's record from the Current Classes column.


See Permissions for Jackrabbit Users for more information.
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