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Understanding Roles

Learn what each role in Peggy can do and see

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Written by Shreya Arora

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 👨‍👩‍👧 Parents (Co-parents or partners)

🔑 What each role can see and do?

Primary Owner

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

  • ✅ View shared calendar & tasks

  • ✅ Process Catch Up items

  • ✅ Set up & manage approved email senders

  • ✅ Add & edit children

  • ✅ Invite other adults

  • ✅ Delete the family account

Co-Parent (Member)

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

Co-Parent can:

  • ✅ View shared calendar & tasks

  • ✅ Process Catch Up items

  • ✅ Set up & manage approved email senders

  • ✅ Add & edit children

  • Can’t invite other adults

  • Can’t delete the family account

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