User Roles and Permissions

Each user's role is set up with different permissions and determines access to what an Owner, Administrator, Site Administrator, Teacher, or Timeclock user can see and do in the account.

When initiating a Free Trial, the initial user is automatically assigned the Administrator role. The Administrator can add Team Members, but they cannot add an Owner. The Jackrabbit Billing team will add the Owner when the Free Trial is converted to a regular account using the Buy Now button.


User Roles

See each type of User Role below and its main function.

Owner

This role is assigned when the account is opened by Jackrabbit Care. This person will have full access to all business data at all sites if you have multiple locations for your business. In addition, an Owner can change a team member's User Role, enable a User-based Permission, and Manage Business Level Settings.

This role is displayed with an Owner badge.

Administrator

Assign this role to your site director or Administrator who handles staffing and sensitive financial information. An Administrator can change a team member's user role or set a User-based Permission. Administrators can see all financial and analytical information in your Jackrabbit Care system.

This role is displayed with an Administrator badge.

Site Administrator

Assign this role to your site director or Administrator dealing with family records and site-level classes. A Site Administrator cannot add team members or change existing team member roles and has limited access to Financial Reports and no access to Financial Analytics. Financial Reports Site Administrators can access are limited to:

  • Balances
  • Mass Payments
  • Missing Payment Methods
  • Online Payment Methods
  • Tuition By Child

This role is displayed with a Site Administrator badge.

Teacher

Assign this role to an in-classroom team member. For teachers assigned to classes, their classes will appear as cards on the Dashboard with links to Class Details and Enter Class Mode.

This role is displayed with a Teacher badge.

Timeclock

Assign this role to anyone using the Kiosk to clock in and out. This includes team members and may include parents who work at your facility.

This role is displayed with a Timeclock badge.

Changing a team member's role resets their permissions to the default for their new role, removing any previously assigned user-based permissions on the Permissions tab.

User-Based Permissions

In addition to the system-generated User Roles above, User-based Permissions can be added by an Owner to individual team members by going to Teachers & Staff (left menu) > Profiles card > View All Team Members > Select the team member card > Permissions tab > and toggle the permission to the right to enable.

There are four User-based permissions:

  • Take Attendance - Toggle the setting to the right to allow the team member to take attendance for the classes they are assigned to.
  • Send Message - Toggle the setting to the right to allow the team member to send messages to the classes they are assigned to.
    • Team members can then message families by going to Family Accounts (left menu) > Messages card > View Messages.
    • See Messaging: CircleTime Mobile App for info on messaging families using the CircleTime™ mobile app.
    • See Jackrabbit Care Staff Mobile App for how messaging is used by team members using the staff mobile app.
  • Manage Policies - Toggle the setting to the right to allow the team member to create and edit policies for the organization.
  • Send Daily Activities - Toggle the setting to the right to allow the team member to log Playfolio entries while using the Jackrabbit Care Staff Mobile App.