People and roles
Where the people in a family or team live, how to add someone, what each role can do, PINs for the wall display, and the history of who changed what.
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On this page
Every workspace has one page for the people in it, called People. It is where you add someone, change what they can do, set a PIN, and see who changed any of that.
Where People is#
People sits under the hub in the sidebar, so it opens the right page for the workspace you are in:
| Workspace | People opens | Also reachable from |
|---|---|---|
| Family | Family→People | The People card on the family hub, Family settings, the Settings tab called People |
| Team | Team→People | The Team hub's People tab, the Settings tab called People |
| Personal | People | The Settings tab called People |
You can also press ⌘ K (Ctrl K on Windows and Linux) and type "people",
"add child", "pin", "roles" or "invite".
In the phone app, People is on the Family screen under Around the house, in the contents list, and as the People tab in Settings.
The Mind keeps its own list of the people, places and projects it has noticed in your writing. That list is called Names and lives inside the Mind. See The Mind.
Adding someone#
In a family, press Add someone. A child with no email gets a profile: a name, a face, a role and an optional PIN. Anyone with an email gets an invitation. In a team, press Invite.
Only the workspace owner and admins can add or remove people. Everyone else sees a sentence saying who can.
What each role can do#
There are three kinds of role, and each answers a different question:
- Your workspace role (owner, admin, member) decides who can invite people and change settings.
- Your family role (parent, partner, caretaker, roommate, child) decides who approves chores and moves money.
- A board role (owner, editor, viewer) decides what you can do on one board.
Every place you pick a role has a What each role can do link that opens the full list, on the right section.
Family roles#
| Role | Who it is for | What it can do |
|---|---|---|
| Parent | A parent or step-parent | Approves chores, gives points, pays allowances and sets everyone's role |
| Partner | A parent's partner | The same as a parent |
| Caretaker | A grandparent, sitter or nanny who helps | Approves chores, gives points and pays allowances, but can't change roles |
| Roommate | A grown-up who shares the home and its costs | Approves chores and records money like any grown-up, but can't change roles |
| Child | Anyone who shouldn't approve their own work, whatever their age | Does chores, earns points and saves, but can't approve chores or move money |
Nobody can raise their own role. The workspace owner and admins can set anyone's. Someone with no role yet can do what a grown-up can, so give each child the Child role. Each person's row says in one line what their role lets them do.
PINs for the wall display#
The wall display asks for a person's PIN before their panel opens. On a family's People page, a profile without an account has a Set PIN button on its row (it reads Change PIN once one is set).
Each person's places#
A row ends in links to that person's own places. In a family that is their kid view (for a child), chores, points and allowance. In a team it is the workload page and the boards they can open.
History#
A family's People page ends with History: who added, invited or removed someone, and who changed a role or a PIN, newest first. Grown-ups see it; children don't. A team has the same record, with more in it, on Team→Activity.
Related#
- Family: the household suite
- Team Hub: workload, access and activity for a team
- Sharing and permissions: boards, single items and connections