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Understanding Roles

Learn what each role in Peggy can do and see

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Written by Shreya Arora
Updated over 2 months ago

Welcome to Peggy!
Peggy is designed for teamwork, with clear roles to keep things simple, secure, and organized.

When a family account is created, the first user becomes the Primary Owner. From there, they can invite others as πŸ‘¨β€πŸ‘©β€πŸ‘§ Parents (Co-parents or partners)

πŸ”‘ What each role can see and do?

Primary Owner

Owner is the creator and administrator of the family account.
Owner can:

  • βœ… View shared calendar & tasks

  • βœ… Process Catch Up items

  • βœ… Set up & manage approved email senders

  • βœ… Add & edit children

  • βœ… Invite other adults

  • βœ… Delete the family account

Co-Parent (Member)

Co-Parent role is full partner in managing the family's daily flow.

Co-Parent can:

  • βœ… View shared calendar & tasks

  • βœ… Process Catch Up items

  • βœ… Set up & manage approved email senders

  • βœ… Add & edit children

  • ❌ Can’t invite other adults

  • ❌ Can’t delete the family account

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