Permissions

All sponsor/back-office staff members should have their own, unique login ID and password with which to access KidKare. You can assign permissions to each individual user, or you can create staff roles. You can customize permissions for each staff roles and then assign that type to the users you create. However, if you have a small staff or want to set permissions for each individual staff member, you do not have to set up staff roles. 

1. From the menu to the left, click Tools.

2. Select Sponsor User Permissions. The Sponsor User Permissions page opens.

3. Click Add User. The Add User pop-up opens.

4. Click the First Name and Last Name boxes and enter the user's full name.

5. Click the Email box and enter the email address for this user.

6. Click the Role drop-down menu to assign a role with pre-set permissions to this user. You can customize permissions for this user later, if needed.

7. Click Add User. The User Added message displays.

8. Set a password for the user.

   • If you provided an email address, click Email User Instructions to send the user an email containing instructions for accessing their account.

   • If you did not provide an email address, enter a password for the user and click Set Password.

Create Roles

Staff permissions allow you to determine who can access what portions of KidKare For example, you can restrict certain users from accessing and editing your food list. You can either set default permissions when creating specific staff roles, or you can customize individual user permissions on the User Details page. 

1. From the menu to the left, click Tools.

2. Select Sponsor User Permissions. The Sponsor User Permissions page opens.

3. Click  next to the user for whom to update permissions. The User Details page opens.

4. Scroll to the User Permissions section.

5. Next, click  next to permissions to enable and disable them. You can also click Select All to turn on all permissions for this user, or you can click Unselect All to disable all permissions for this user. Your changes are saved automatically.

Edit Roles

1. From the menu to the left, click Tools.

2. Select Sponsor User Permissions.

3. Click the Roles & Permissions tab.

4. In the User Roles drop down, select the role you need to edit permission for. 

5. Make adjustments to the role permissions by toggling permissions to Yes or No based on the changes needed.

6. Once adjustments have been made, they will automatically save for all future sponsor staff that get assigned this role. 

7. In order to apply the permission updates to all sponsor users that are currently assigned this role, click the  button the the right of the User Roles drop down.

8. A confirmation pop up appears.  Click Yes.

Add Center Staff

To add center staff members:

1. From the menu to the left, click Tools.
2. Select Center User Permissions.
3. Click the Select Center drop-down menu at the top of the window and select the center for which to add users.
4. Click Add User. The Add User pop-up opens.
   
5. Click the First Name and Last Name boxes and enter the user's first and last name.
6. Click the Email box and enter the user's email address.
7. Click the Role drop-down menu and select the user role to assign to this user.
8. Click Add User. The User Added message displays.
9. Set a password for the user.
   • If you provided an email address, click Email User Instructions to send the user an email containing instructions for accessing their account.
   • If you did not provide an email address, enter a password for the user and click Set Password.

Create Roles

Each user role is a combination of certain permissions settings that you can customize. If you customize one of the existing user roles, the word -Custom is added to the end of the role to designate that you have edited the permissions for that role. For example, if you customize the permissions for the Teacher role, the role becomes Teacher - Custom. You can also add new user roles that you can then assign to new and existing users.

1. From the menu to the left, click Tools.

2. Select Center User Permissions.

3. Click the Roles & Permissions tab.

4. Click Add Role.

5. Click the Role Name box and enter a name for this role.

6. Click Save.

7. Next, use the sliders next to each permission to enable it for this role. All permissions for new roles are set to No by default.

   

Edit Roles

1. From the menu to the left, click Tools.
2. Select Center User Permissions.
3. Click the Roles & Permissions tab.
4. Select the Center you want to see roles for by using the center drop down in the top right corner of the screen.
5. In the User Roles drop down, select the role you need to edit permissions for. 
6. Make adjustments to the role permissions by toggling permissions to Yes or No based on the changes needed.
7. Once adjustments have been made, they will automatically save for all future center staff that get assigned this role. 
8. In order to apply the permissions updated to all staff at the selected center that are currently assigned this role, click the  button the the right of the User Roles drop down.
9. A confirmation pop up appears.  Click Yes.