Reference
Roles and permissions
The four roles (Account owner, Full access, Day-to-day, Highlights), what each can do, and the row-level rules that narrow a Day-to-day adult's view.
Four roles. Role is separate from relationship: a grandparent who runs the day is Day-to-day; a grandparent who watches is Highlights.
| Shown as | Internal name | Typical person |
|---|---|---|
| Account owner | owner | The parent who created the family. One per family. |
| Full access | admin | A co-parent. |
| Day-to-day | helper | A grandparent, relative, friend, or helper who runs part of the day. |
| Highlights | viewer | Grandparents and distant family. |
"Parents" below means Account owner and Full access.
Capability matrix#
| Capability | Owner | Full access | Day-to-day | Highlights |
|---|---|---|---|---|
| Today, capture, photo upload | Yes | Yes | Yes | No |
| Read the diary | All | All | Own entries, today's entries, starred entries | No |
| Edit or delete an entry | Any | Any | Own, within 24 hours | No |
| Entry edit history | Yes | Yes | No | No |
| Nudge the adult on duty | Yes | Yes | No | No |
| Raise a concern | Yes | Yes | Yes | No |
| Resolve or thank a concern | Yes | Yes | No | No |
| Schedule template, overrides | Yes | Yes | No | No |
| Plan week, month, roadmap, auto-plan | Yes | Yes | No | No |
| Activities: read / custom write | Yes / Yes | Yes / Yes | Yes / No | No |
| Playbook: read / edit | Yes / Yes | Yes / Yes | Yes / No | No |
| Books: read, log read / edit | Yes / Yes | Yes / Yes | Yes / No | No |
| Generate book prompts | Yes | Yes | If the family switch is on | No |
| Record a story | Yes | Yes | Yes | Through the highlight link |
| Projects, shelf changes, materials, printables | Yes | Yes | No (shelf: read) | No |
| Progress, ladders, outcomes, vocabulary, red flags | Yes | Yes | No | No |
| Reviews | All | All | Own weekly summary only | No |
| Portfolio feed | Yes | Yes | Own or starred rows | No |
| Month curation, share links | Yes | Yes | No | No |
| Classes and people: read / write | Yes / Yes | Yes / Yes | Yes / No | No |
| Rate a class session, log a place visit | Yes | Yes | Yes | No |
| Calendar feed / connect | Yes | Yes | Feed only | No |
| Coach | Yes | Yes | No | No |
| Exports | All kinds | All kinds | Playbook items and printables | No |
| Notifications, own rules | Yes | Yes | Yes | Email and Telegram only |
| Language plan: read / edit | Yes / Yes | Yes / Yes | Yes / No | No |
| Onboarding checklist | Tick | Tick | Read own | No |
| Weekly check-in | Read any | Read any | Own | No |
| Invite, edit roles, remove members | Yes | No | No | No |
| Privacy settings, audit log | Yes | No | No | No |
| Request or cancel family deletion | Yes | No | No | No |
Row-level rules#
- A Day-to-day adult's diary view is one rule, applied everywhere including offline sync: her own entries of any age, anything dated today, and anything starred for the portfolio.
- Her media access: media she uploaded, media on an entry she can see, and library media.
- Her review view never includes the parents' coaching-point rationale, decisions, or their rating of her.
- Day-to-day-restricted areas (Plan, Progress, Review except the summary, Coach, Settings, Portfolio, Outside, Her board, Setup) show "Not available. This area is for parents. Helper mode shows Today, Capture, Playbook and Me."
- Highlights adults never enter the app. They see a server-rendered highlights page through a link, and can upload a story through that link if it allows.
Sessions#
Owner and Full access sessions last 30 days; Day-to-day and Highlights device sessions last 90 days, rolling. A device session (one-tap invite) has no email and cannot set a password.