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Documentation Index

Fetch the complete documentation index at: https://pigeonholeapp.co.uk/docs/llms.txt

Use this file to discover all available pages before exploring further.

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Staff Permissions

In addition to the primary role (Manager or Staff), you can grant staff members additional permissions to access specific areas of the system. These permissions are configured in the staff profile under the Permissions section, which appears when the Role is set to Staff.
Managers have access to all aspects of Pigeonhole, except the ability to edit and sign off safeguarding concerns. Only assigned safeguarding leads can do this.

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Available Permissions

Safeguarding Lead
  • Responsible for child protection and ensuring the safety and well-being of children
  • Has access to all safeguarding data in Pigeonhole
  • Can review, sign-off, and manage all records of concern
Deputy Safeguarding Lead
  • Supports the safeguarding lead by recording concerns and ensuring appropriate actions are taken
  • Has access to all safeguarding data in Pigeonhole
  • Can view and record concerns, but cannot sign-off records of concern
Finance Manager
  • Has access to invoicing management
  • Can create, edit, and manage invoices for children and families
Funding Manager
  • Has access to funding form management
  • Can create, submit, and manage funding applications and forms
Document Manager
  • Has access to document management features
  • Can upload, edit, and delete documents and folders
  • Can access the document recycle bin to restore or permanently delete documents
Child Administrator
  • Can view and edit children’s personal details, profile images, and custom attributes
  • Can manage parents, carers, and emergency contacts
  • Can manage sessions and charges for children
  • Has access to the waitlist and archive
  • Can add new children and bulk import

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Configuring Permissions

To add additional permissions to a staff member:
  1. Open the staff member’s profile by clicking the edit icon in the staff list
  2. In the Permissions section, check the boxes for the permissions you want to grant
  3. Click Save to apply the changes
Staff members may need to sign out and sign back in for permission changes to take effect.

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Permission Combinations

You can grant multiple permissions to a single staff member. For example, a staff member could be both a Deputy Safeguarding Lead and a Funding Manager, giving them access to both safeguarding and funding features.