Assign Security Roles to Users

Security Roles

Give members full administrative access or restrict their access to only allow them to have certain privileges. This would be useful for Treasurers, Registrars, and various types of Board Members. 

For more information on how to add the Division Manager role to an account, click here. 

Steps to Assign Security Roles to Users:

  1. Go to Common >> Roles.
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  2. Click on the people icon next to the role you'd like to assign a user to. *See below for an explanation of each Security Role.
     

     
  3. Select the account from the drop down menu.

    ** Please note you will not be able to select an account for the Division Manager role. For more information on how to add this role to an account, click here. **
     

     
  4. Give the role an optional Effective Date and Expiry Date. If you leave these dates blank, the user will have the role immediately and up until you remove it from their account.  Consider using effective and expiration dates if you know the duration of the role for a specific user (Common scenarios include one full season or time until next Board election).
     
  5. Click on the Add Role to User button.


    *Note: If you assign yourself Club Admin access, then you do not need any other security role on your account. This will only cause conflicts and in the end give you less access!

  6. If you would like to remove a security role from a user's account, simply click the trashcan next to their assigned security role and they will no longer have that role's permissions. 

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*Important: 
An account should never have more than 2 or 3 security roles assigned to it at any given time. If a user has several roles assigned to his/her account, then they might have trouble accessing certain features of your site because the roles and their permissions are conflicting - ultimately causing view and edit issues on the site.

*Note: If you assign yourself Club Admin access, then you do not need any other security role on your account. This will only cause conflicts and in the end give you less access!

Definition of Security Roles

 Club Admin: Full access to all features and pages. A user will need this role if you would like them to edit any part of your Home page. 

*Note: If you assign yourself Club Admin access, then you do not need any other security role on your account. This will only cause conflicts and in the end give you less access!

Website Manager- Admin: Access to most features under the Website tab except Roles. This role can add pages but can not add additional modules. You must grant the Website Manager - Admin access to a specific page and its modules before they will be able to edit and add additional modules.
 
*Note: This role does not have default access to upload files to the File Manager. To allow a Website Manager - Admin access to upload files to a folder in your File Manager, a Club Admin must right click the folder they would like the CM to have access to >> then click View Folder Properties >>then click Permissions >> and finally grant the Website Manager - Admin "Write to Folder" permissions by placing a check mark in the Write to Folder check box.

Billing Reports Admin- Gives users access to specific reports dealing with money.  In particular the Billing Reports, all reports listed under Money,Money, Money as well as certain Enrollment reports. They do not have access to the roster reports. 

Division Manager: Gives users access to build teams, send accepted/rejected emails through the Team Builder, and send rosters to teams within the division assigned - all through the Teams tab.  Division Managers also have access to edit all team pages included in that particular divisions. This will include editing the team page, creating news articles, adding photos, creating custom events (if allowed by the admin), and sending discussions. To assign this role, head to the Registration tab on your admin menu and follow the steps in the Assign a Division Manager guide.

*Note: This role should not be assigned alongside the Teams- Admin role, you will want to assign a user either one or the other.

Newsletters-Admin: Access to the Email feature under the Email tab.

Order Management- Admin: Access to all features under the Orders tab.

Programs- Admin: Access to all features under the Registration tab. 

Search and Manage Users- Admin: Access to the Search and Manage Users feature under the Common >> Search and Manage Users tab. The admin will only have access to the search results. They will not be able to go to the My Account page. 

Registered Users: This is the default role automatically given to any user that creates an account on your portal. It only gives them access to register for open programs.

Reports- Admin: Access to all report features under the Reports tab. Currently, we cannot restrict a Reports - Admin's access to a single report. 

Scheduler- Admin: Access to all the features under the Schedules tab. Can update and post scores.

Scores Admin: You can now assign a "Score-Admin" role to users to allow them to update and post scores only.

*Note: Scheduler- Admin includes access to update/post Scores.  Scores Admin role is a more specific permission and is not needed alongside Scheduler-Admin.

SMS Manager: Access to the text feature under Text tab. Please reach out to one of our Support Ninjas if you need them to add this role to your portal.

Teams- Admin: Access to all features under the Teams tab for all Programs and Divisions

*Note: This role should not be assigned alongside the Division Manager role, you will want to assign a user either one or the other.


Want to grant a user access to edit Team Pages? This user will need to sign up for a volunteer role on your site and you will need to allocate them to a team in Step 2 of the Team Wizard. 

 

*Note: If you assign yourself Club Admin access, then you do not need any other security role on your account. This will only cause conflicts and in the end give you less access!

 

 

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