Initially, a Member Manager site
is created with two roles:
- the basic Member Role which is limited
- and the Administrator Role which can do
which may be enough for many sites.
However, many organizations will want to
spread the Member Manager site management out to different people
without having to assign them all to the Administrator roll. This is
the function provided by Manage Roles.
Manage Roles will look
very similar if you have used Manage Groups or Manage Offices. The
Administrator can create any number of Roles and assign different
people to different roles. A person is assigned to one role, so be sure
to include the basic member functionality to the role as well as the
additional functionality you want to add.
example, Roles could be created to
- Guest Role - Cannot change
just look at member information and calendar events.
Role - Can assist the
Administrator by creating new members, managing member information and
uploading member photos (besides all the regular functions a member
Roles are also important for
Reports. The Administrator may have created a report like a Password
Report to help him/herself, but does not want it available to everyone.
New reports are automatically NOT assigned to any role except the
Administrator. If you create a new report that you want everyone to
use, go to Manage Roles and make that report available each Role you
want to see it. Then, any member with that role will instantly be able
to use it.
You can Add, Edit and Delete any number
Roles, as with Groups and Offices.
Adding a Role, you name the new Role
and specify the Role to use as a starting point for creating the new
role. You then check (or un-check) all the Functions, Reports and
want that role to be able to perform.
specifying the Functions and
Reports, you can either assign people to the role here or use Manage
Members to assign them.
member Logs In,
he/she will have available all the functions and reports specified in
the Role he/she has been assigned to. Be sure to test your Roles.
Several Role Anomalies
not immediately obvious:
allows people with that role to Add Events to the calendar and manage
(Edit and Delete) their own events only.
Events allows people with that role to manage (Edit and
Delete) any event.
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