Overview

The Parent Portal gives families access to important features like student profiles, payments, attendance, and registration. However, what each person can see or do in the portal depends on whether they are marked as the Primary Member in their ChildFriendly profile and if one of the Other Members also has a Portal Account.

This article outlines the different permission levels for each type of portal user, so your team and families know what to expect based on their role.

TABLE OF CONTENTS
What is a Multi-Member vs. Single- Member Portal Account?
Single-Member Account- Access of the Primary Member
Multi- Member Accounts- Access of the Primary Member
Multi- Member Accounts- Access of the Other Members

What is a Multi-Member vs. Single- Member Portal Account?

A Multi-Member Portal Account is created when two or more family members have their own individual login credentials to the ChildFriendly Parent Portal. This may include parents, guardians, or other authorized individuals.

A Single-Member Portal Account means that only the Primary Member has login access, even if other family members are listed on the account.

📌 Important Definition: If only one person has login access, it is not considered a multi-member account — even if other family members are listed in the system.

Note: Only one member of the portal can be marked as the "Primary Member".

Single- Member Account: Access of the Primary Member

Portal Dashboard

Full access to student-related information, updates, agreements, and summaries.

Communication

Journals: View-only
Agreements: View-only

Financials

Profile: View & edit
Ledger: View-only
Finance: View own payments/invoices. View-only for third-party payments (e.g., subsidies).
Year End: Access to tax receipts for own payments

Students

Profile: View & edit
Registrations: Full access to manage registrations
Attendance: View-only
School RSVP: Create & manage entries
Create New Student: Allowed

Members

Info: View & edit all member profiles
Payment Info: Edit own only
Create New Member: Allowed

Multi- Member Account: Access of the Primary Member

The Primary Member keeps most of the same access as in a single-member account, but with a few changes:

Financials

Profile: View & edit own info only
Ledger: View-only
Finance: View own payments/invoices; third-party payments are view-only
Year End: View own tax receipts only

Members

Info: Can view/edit limited fields for other members:
Avatar
First, Middle, Last, and Preferred Names
Relationship
Occupation
Status (e.g., Legal Guardian)
Pickup Authorization
Payment Info: Edit own only. Cannot view or edit any other member's payment info.
Create New Member: Not permitted

⚠️ Note: Any changes made by the Primary Member must still be reviewed and approved by the center admin team via the Admin Dashboard.

Multi- Member Account: Access of the Other Members

Dashboard

Summary view: Read-only

Communication

Journals: Read-only
Agreements: Read-only

Financials

Profile: View & edit own info
Ledger: View-only
Finance: View own payments/invoices; third-party payments are view-only
Year End: View own tax receipts only

Students

Profile: View/edit, cannot delete
Registrations: Full access
Attendance: View-only
School RSVP: Full access
Create New Student: Not permitted

Members

Info: Edit own profile. For others, see limited fields (read-only):
Avatar
First, Middle, Last, and Preferred Names
Relationship
Occupation
Status (e.g., Emergency Contact)
Pickup Authorization
Payment Info: Edit and view thier own only
Create New Member: Not permitted


If you have any questions about Parent Portal access, permissions, or need help setting up roles for your families, please reach out to our support team — we’re here to help!

Updated on: 03/06/2025