Billing permissions

Yes/No per staff member — charges, credits, family plans, and charge types.

Add charge — post fees to a member account.
Delete charge — remove a posted charge.
Add credit — post a credit/adjustment that reduces balance.
Edit family plans — change billing plan and amount on a child account.

Staff member	Role	Unit(s)	Add charge	Delete charge	Add credit	Edit family plans
Jakera Jacobs jakeraj@yeanj.org	Portal admin	All units	Yes	Yes	Yes	No
Charge types for Jakera Jacobs: Membership fee ($20/child) Weekly / periodic tuition 4Cs weekly copay Late payment fee Late pickup fee Field trip / activity fee Other manual charge
Maria Santos maria.s@yeanj.org	Unit director	School 18	Yes	Yes	No	No
Charge types for Maria Santos: Membership fee ($20/child) Weekly / periodic tuition 4Cs weekly copay Late payment fee Late pickup fee Field trip / activity fee Other manual charge
James R. james.r@yeanj.org	Front desk staff	School 18, Dale Ave	Yes	No	No	No
Charge types for James R.: Membership fee ($20/child) Weekly / periodic tuition 4Cs weekly copay Late payment fee Late pickup fee Field trip / activity fee Other manual charge
Lisa M. lisa.m@yeanj.org	Unit staff	School 26	Yes	No	No	No
Charge types for Lisa M.: Membership fee ($20/child) Weekly / periodic tuition 4Cs weekly copay Late payment fee Late pickup fee Field trip / activity fee Other manual charge
David K. david.k@yeanj.org	Unit director	Caldwell University	Yes	Yes	No	No
Charge types for David K.: Membership fee ($20/child) Weekly / periodic tuition 4Cs weekly copay Late payment fee Late pickup fee Field trip / activity fee Other manual charge
Angela T. angela.t@yeanj.org	Unit staff	School 18	Yes	No	No	No
Charge types for Angela T.: Membership fee ($20/child) Weekly / periodic tuition 4Cs weekly copay Late payment fee Late pickup fee Field trip / activity fee Other manual charge

Member billing

Default rules by role

New staff accounts inherit these defaults. Customize and save your own rules.

Unit staff

Enable live mode to edit default rules.