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.

Go to Tools > Manage Users & Permissions > User IDs (click on a UserID) > User Permissions (left) to set the permissions. Note: If the User is logged in when changes are made to their permissions, they'll need to log out and then back in before the changes will take effect.

Expand each section to see the related required permissions. 

Access the All Families Page

Category
User Permission
Controls
FamiliesView Family PageLinks to Family Records, Row Menu > View/Edit 
List FamiliesAccess to All Families from Families Menu

View Data Visuals





Category
User Permission
Controls
GeneralDashboard - Aged AccountsAccounts Receivable Data Visual
FamiliesBalanceAccounts Receivable Data Visual, Balance Column in Grid
Transactions TabAccounts Receivable Data Visual

Perform Mass Actions

Category
User Permission
Controls
FamiliesEmail Families & Email Student SchedulesMass Action - Send Message
Add Family/AccountMass Action - Add New Family Button
Quick Family Student EnrollMass Action - Quick Registration Form (Add a New Family)
Billing Info TabMass Action - ePayment Schedule, Family Discount, Family Fixed Fee, Membership Type
Clear Family User-Defined FieldsMass Action - Clear UDF Answers

Row Menu Actions

Category
User Permission
Controls
FamiliesView Family PageRow Menu > View/Edit (Links to Family Records)
Post FeesRow Menu > Post Fees
Post Credit Card TransactionsRow menu > Accept Payment/Post Credit (ePayment method)
Pmt Entry ButtonRow menu > Accept Payment

Additional Permissions

Category
User Permission
Controls
GeneralExport Grid Information
Export to Excel Button
Print Grid Information
Print Button
StudentsView Student PageLinks to Student Records
ClassesView ClassesLinks to Class Record from Current Classes Modal
StaffList StaffLinks to Staff Record from Current Classes Modal
See Permissions for Jackrabbit Users for more information.
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