Privacy Philosophy

Household data is sensitive. Clarity and discretion both matter. The right access helps people work without exposing unrelated context.

Role Overview

RoleBest ForNotes
AdminTrusted setup owners.Use sparingly.
Household ManagerDaily coordinators.Broad context, less platform control.
Family MemberFamily users.Access depends on permissions.
Household SupportCaregivers, assistants, drivers, helpers.Narrow by default.
ViewerLimited visibility.Best when updates are not needed.

Feature And Record Visibility

Feature controls decide whether a module is available. Roles and permission flags decide whether a user can see or manage it.

  • Check feature control.
  • Check role.
  • Check permission flags.
  • Check house context.
  • Check the mobile More menu.

Notes Privacy

Notes can be private or shared through categories. Keep sensitive information in private notes or tightly shared categories, and review sharing after staffing changes.

Calendar Privacy

Personal imported calendar events are not the same as shared records. Use shared Omnisant events when others need ownership, notes, status, or shared visibility.

Audit History

Audit history supports accountability and troubleshooting. Use it to understand what changed, not as surveillance theater.

Access Review Checklist

  • Remove inactive users.
  • Review admin users.
  • Check household support permissions.
  • Review shared note categories.
  • Confirm calendar connections.
  • Verify feature controls.