Reference

Roles

Owner, admin, helper, and viewer are different jobs. Pick the smallest role that works.

Role Typical person Can plan Can capture Can invite Sees
Owner One parent Yes Yes Yes Everything in the family
Admin The other parent Yes Yes Yes Everything in the family
Helper Live-in caregiver No Yes No Today, capture, playbook
Viewer Grandparent No No No Highlights only

The child does not have an account.

Do not give a helper owner rights “for convenience.” Use the helper role.