What can parents and family members see and do in the portal?

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.

Last updated About 3 hours ago

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!Begin the testing process by performing the initial test action or running the first test case. Ensure that all prerequisites (such as environment setup and necessary inputs) are in place before proceeding.