Private Payer's Info

Hi there,
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We’re pleased to announce the introduction of the Private Payer option in the staff admin view, designed to enhance data privacy and security for each payer.
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Key Features:

• Tailored Access for Every Parent:
  Our new feature allows management to customize data visibility for each payer. Now, separated or co-parenting families can access only their specific invoices, payments, deposits, balances, payment methods, plans, and relevant information—ensuring privacy and clarity for all parties. Simplify communication and keep everyone informed with ease!

• Default Setting:
  The Private Payer option is unselected by default, allowing payers to view shared information. This can be easily toggled on or off as needed.
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• Customized Invoice View:
  When selected, the invoice tab in the Parent View will display information specific to the logged-in payer, ensuring they only see their transactions, reports, deposits, balances, notifications, and saved payment methods.

This feature enhances the user experience by providing greater control over personal data and ensuring that sensitive information is kept private and secure.
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​Parent Team
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