Admin & Settings
Family Portal Settings
/settings/family-portal5 stepsWhat a participant’s family can see when they are given access. It is a privacy decision as much as a configuration one, so the defaults are deliberately narrow.
Step by step
- 1
Open Settings, then Family Portal Settings.

- 2
Click Edit on Connect Permissions.

- 3
Choose what the portal shows — the roster, notes, documents, invoices.
- 4
Turn off anything a family should not see by default. It can be opened up per participant afterwards.
- 5
Save.
The screen

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