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.

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
Families		View Family Page	Links to Family Records, Row Menu > View/Edit
		List Families	Access to All Families from Families Menu

View Data Visuals

Category		User Permission	Controls
General		Dashboard - Aged Accounts	Accounts Receivable Data Visual
Families		Balance	Accounts Receivable Data Visual, Balance Column in Grid
		Transactions Tab	Accounts Receivable Data Visual

Perform Mass Actions

Category		User Permission	Controls
Families		Email Families & Email Student Schedules	Mass Action - Send Message
		Add Family/Account	Mass Action - Add New Family Button
		Quick Family Student Enroll	Mass Action - Quick Registration Form (Add a New Family)
		Billing Info Tab	Mass Action - ePayment Schedule, Family Discount, Family Fixed Fee, Membership Type
		Clear Family User-Defined Fields	Mass Action - Clear UDF Answers

Row Menu Actions

Category		User Permission	Controls
Families		View Family Page	Row Menu > View/Edit (Links to Family Records)
		Post Fees	Row Menu > Post Fees
		Post Credit Card Transactions	Row menu > Accept Payment/Post Credit (ePayment method)
		Pmt Entry Button	Row menu > Accept Payment

Additional Permissions

Category		User Permission	Controls
General		Export Grid Information	Export to Excel Button
		Print Grid Information	Print Button
Students		View Student Page	Links to Student Records
Classes		View Classes	Links to Class Record from Current Classes Modal
Staff		List Staff	Links to Staff Record from Current Classes Modal