Plans & Permissions

Family roles decide who can administer the shared workspace. Plan tiers decide which premium capabilities the family can use. A person can be an admin without unlocking a premium feature if the family plan does not include it, and a paid plan does not automatically make every member an admin.

• Use roles to control responsibility and authority.
• Use plans to control capability and scale.
• Check both whenever a permission question is really a feature-access question.

The billing owner does not need to handle daily tasks, but they do need enough context to understand why the family uses a certain tier.

• Choose a reliable adult who understands the household’s operational needs.
• Make sure at least one other admin knows who the billing owner is.
• Avoid ambiguous ownership where several adults assume someone else will handle renewals or upgrades.

1. 1Confirm you are in the correct family workspace.
2. 2Confirm your role if the feature involves settings or administration.
3. 3Check the family plan if the feature sounds premium or analytics-heavy.
4. 4Refresh once before escalating so stale state is not disguising itself as missing access.

• When your family size, coordination complexity, or analytics needs increase.
• When several people are relying on premium workflows frequently enough that workarounds become annoying.
• When you are troubleshooting limits that are actually tier-related rather than behavioral.

• Review which premium workflows your family actually depends on before changing tiers.
• Communicate plan changes to other admins so missing capabilities are not misread as failures.
• Clean up stale members, unused workflows, or outdated assumptions before deciding the current tier is wrong.