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How do I add a co-parent or guest?

Three places to start: the family-member dropdown (chevron next to your child's name → Invite a co-parent), My Account → Family → Add a guest, or the one-time prompt during onboarding. Pick what they can see (tracker, plan, growth, milestones, milk stash, etc.) and Happyly emails them a sign-in link.

Guests are full collaborators with their own Happyly accounts. They sign in with their own email and see exactly the slices of your data you grant. There's no shared password — they have their own login and you control what each guest can see.

Once a co-parent or caregiver is added, you can message them inside the app — see family-chats-overview.

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## Three places to invite

The invite affordance lives in three spots so you can reach it without hunting through settings:

### 1. The family-member dropdown (everywhere)

Next to your child's name button there's a chevron. Tap it to open the family-member picker; Invite a co-parent sits below Add family member. One tap takes you to the guest-add form pre-expanded.

This affordance is hidden if you're already signed in as a guest (guests can't invite further guests — only the host can).

### 2. My Account → Family

The canonical home of all guest management. Lists everyone you've ever invited with their permissions, edit / remove buttons, and the Add a guest form. Re-visit here to change what a guest can see, or to remove access.

### 3. The one-time onboarding prompt

If you're brand new to Happyly, the welcome flow asks once: "Do you want to set up another caregiver or parent as a guest?" with a tooltip explaining what guests can do. Tap Add a co-parent to deep-link to the form, or Maybe later to skip. The slide doesn't re-appear once you've passed onboarding — you'll discover the affordance via places (1) or (2) later.

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## Creating a guest

From any of the three entry points above:

  1. Enter the guest's email.
  2. Optionally enter their first name + last initial (so they show up as "Sarah B." on the chrome instead of an email prefix).
  3. Pick a preset to start from, then fine-tune:
  4. - Co-parent — full access. Activity Tracker (view + edit), Rhythm Guide, Insights, Growth, Milestones, Medications, Milk Stash, and crucially Co-parent presence (the watch chip — see on-duty-handoff).
  5. - Caregiver / Babysitter — daytime operations. Activity Tracker (view + edit), Medications (view), Milk Stash (view + edit). Includes Co-parent presence so you can hand off the watch to them.
  6. - Grandparent / View-only — read-only. View tracker, view Insights, view milestones, view growth. Does not include Co-parent presence — grandparents are silent observers; they see the chrome but the watch chip stays hidden for them.
  7. Save.

Happyly emails them a sign-in link. They sign in with their own credentials.

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## What "Co-parent presence" unlocks

A guest with this permission becomes a real co-caregiver in the chrome:

  • Their avatar appears in your stack next to your child's name when they're in the app.
  • They can take the watch when no-one's on it.
  • You can hand off to them (and they can accept or decline) via the active-accept handoff flow.
  • They can mark the child as out (daycare, with grandma, etc.) and your screen updates.
  • They see your hand-off requests in real time and your watch chip flips as they take / hand off.

Grant it for partners, regular babysitters, and grandparents you genuinely co-parent with. Skip it for read-only viewers (see-only grandparents, daycare workers).

The permission is independent of the data permissions — you can give someone Co-parent presence WITHOUT giving them edit access to the tracker, or vice versa. Most users won't need to think about it; the presets above bundle sensibly.

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## Inviting someone who already has their own Happyly account

If the email you enter already belongs to another primary Happyly user (e.g., you're inviting your co-parent who's been tracking on their own), Happyly notices and asks you to confirm. On confirm, the existing user gets a one-time consent banner the next time they sign in: "{your name} shared {childName} with you. [View their data] [Dismiss]". Their own data stays private; accepting just lets them view your shared slice in addition.

This is the dual-mode state — they have their own family AND yours. They can switch between views from `/shared` or by tapping Switch to my own account in the chrome.

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## Why so detailed?

A grandparent rarely needs to see medications. A daycare worker only needs the Rhythm Guide. Splitting permissions per feature means you share exactly what's useful without exposing what isn't. And the Co-parent presence toggle is the gating mechanic between "silent observer" and "active co-caregiver" — letting you grant viewing rights without making someone a real participant in the watch.

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## From chat

  • "Add Sarah as a guest, email sarah@example.com — she's my co-parent." → opens the Co-parent preset with her email pre-filled.
  • "Give grandma view-only access to milestones." → opens the Grandparent preset.

Happyly offers a confirmation before sending the invite.

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## Quick reference

Want to …Where
Add someone for the first timeFamily-member dropdown → Invite a co-parent, or My Account → Family → Add a guest
Change what an existing guest seesMy Account → Family → tap the guest
Remove accessMy Account → Family → tap the guest → Remove. See remove-guest
Give a co-parent the watchAfter they accept the invite, their avatar appears in your stack; tap your chip and pick Hand off to {them}. See on-duty-handoff

Related coaching guide: Sharing sleep care with daycare, grandparents, and sitters

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Last updated 2026-05-16