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SStandShare

Create a private payee for your family

Family Admin

If your family regularly sends scholarships to a specific vendor — a dance studio, a tutoring service, a camp — but the rest of your org does not, you can create a private payee tied only to your family. Private payees live alongside the org's shared payee list but are visible only to you and to org admins.

When a private payee turns out to be useful to other families, an admin can promote it to tenant-wide with one click.

Who can do what​

ActionPermission
Create a private payee for your familypayees.create_own
View private payees scoped to your familyFamily Lead role
Promote a private payee to tenant-widepayees.manage

payees.create_own is included in the Family Lead role by default.

Create a Private Payee​

  1. Start a new scholarship request (see Submit a scholarship request).
  2. In the Payee dropdown, click + Add New Payee.
  3. The Create Payee modal opens in family mode — only the fields relevant to families are shown:
    • Name (required)
    • Email, Phone, Website
    • Addresses (optional)
  4. Click Save.

The payee is saved with visibility: private and ownedByFamilyId set to your family. It appears in your Payee dropdown with an amber Yours chip so you can tell at a glance which payees are private to you.

info

Family mode hides admin-only fields (tax ID, admin notes, logo upload, payment settings). Admins who need those fields filled in can edit the payee later or promote it first.

Using a Private Payee​

A private payee behaves like any other payee when you select it on a scholarship request. The request, its approval flow, and the payout all work exactly the same — the only difference is that the payee is invisible to other families' leads in your org.

Name collisions are also scoped: if another family creates a payee with the same name as one of yours, both are allowed — StandShare dedups within your family only.

Admin Promotion​

If a family's private payee would clearly be useful to the whole org, an admin with payees.manage can promote it.

  1. Open Manage Payees from any scholarship page.
  2. In the drawer, private payees show with the amber Yours chip.
  3. Click Promote on the payee row.
  4. Confirm in the dialog.

After promotion:

  • The payee becomes visibility: tenant and loses its family ownership.
  • The Yours chip disappears — the visual signal that this payee is now shared org-wide.
  • Every family in the org sees it in their Payee dropdown.
  • Existing scholarship requests continue to resolve correctly against the same record.

Promotion is one-way. There is no "demote back to private" — if a promotion was a mistake, create a new private payee or deactivate the promoted one.

Troubleshooting​

"+ Add New Payee" is missing — your role does not have payees.create_own. Ask your org admin to grant it or to add the payee for you.

The Yours chip is missing on a payee I created — the payee was promoted to tenant-wide by an admin. It is still available to you; it is just no longer private.

I want to edit a private payee — click the payee in the Manage Payees drawer (family mode shows your own payees). You can update the same fields you created it with.

Next Steps​