User Types relates to the access of the User to make changes to family accounts or view reports.


Accessing User Types on Existing Users

  1. Click on Settings on the upper right hand side
  2. Select Manage Accounts
  3. Click on the User to be adjusted
  4. Click on the desired User Type for selected User.

User-added image

Access for User Types

  • A General User is able to make changes to billing and view reports but does not have access to the extended care or Buy Now Give Now modules.
  • A Read Only user user is able to view accounts and reports but is not able to make any changes to family accounts..
  • A School Finance User can make changes to accounts, view reports, and edit the school's banking information in Smart.
  • An Extended Care user is only able to access and make changes in the extended care module.
  • A School Administrator can make changes to billing, view reports, and work in the extended care and Buy Now Give Now plugins.