Admin Panel Access
The Club Management Portal is where your team manages everything behind the scenes — members, content, settings, reports, and more. Not everyone needs access to it, and not everyone who has access needs to see everything. This guide helps you decide who should be able to sign in and what level of access to give them.
Who can sign in
A person can sign in to the Club Management Portal only if their member account has a role that includes portal access. The portal URL is your site's address followed by /admin — for example, yourclub.clubistry.com/admin.
These roles grant portal access:
| Role | What they can manage |
|---|---|
| Content Manager | Pages, documents, news, events, FAQs, forms, media, and other site content |
| Member Manager | Members, membership renewals, and transactions |
| Application Manager | Applications, application forms, and application reports |
| E-Commerce Manager | Products, product categories, and orders |
| Report Manager | Member reports, form reports, and e-commerce reports |
| Admin | Everything above, plus Site Settings, Roles, logs, and other admin tools |
There is also a Super Admin role, but it is assigned by Clubistry staff only and is not available for clubs to grant. See Roles for details.
These roles do not grant portal access:
- Member — website access only
- Board — website access only (board-restricted pages and documents)
- Public — public website content only
- Custom roles used only for website permissions
You can combine more than one management role on the same member account. For example, someone who handles both content and applications can have both Content Manager and Application Manager without needing full Admin access.
How to give someone portal access
- Go to Members in the Club Management Portal.
- Click the member row to open their detail view, then click Edit [].
- Find the Roles Selector panel.
- Turn on the management role or roles they need.
- Save.
The Roles Selector panel is visible only to members who can manage roles. If you don't see it, ask an Admin for help.
Start with the narrowest role that lets the person do their job. If they need two areas — say content and reporting — assign two specific roles rather than giving full Admin access.
Lapsed members and portal access
If a member's status becomes lapsed, they are blocked from signing in to the Club Management Portal — even if they hold a management role. If someone unexpectedly loses portal access, check whether their membership status is current.
This is separate from website page and document permissions, which have their own lapsed-member rules.
Portal access vs. website access
These are related but different:
- Portal access controls who can sign in to the Club Management Portal and manage content, members, and settings.
- Website access controls who can view protected pages and documents on the public site.
A Content Manager can edit a page in the portal without that page being visible to them on the public website (if the page's permissions don't include their roles). A board member can view board-only pages on the website without being able to sign in to the portal at all.
Edit view vs. detail view
Records in the Club Management Portal have two views: the edit view (where you change fields and save) and the detail view (where you review information, see related records, and run actions).
Most resources — like Pages, Events, News, Forms, Documents, Roles, and Membership Types — open directly in edit view when you click a row from the list. To see the detail view for these, click the Detail [] button on the row instead.
Some resources — like Members, Membership Renewals, Transactions, Applications, and Orders — open in detail view when you click a row. From there, click the Edit [] button to switch to the edit form.
The detail view is where you'll find related records (like a member's renewals and transactions) and the Actions menu. The edit view is where you change and save field values. If you're looking for something and don't see it, you may be on the wrong view.
Common patterns
| Need | Role to assign |
|---|---|
| Website editor | Content Manager |
| Membership coordinator | Member Manager |
| Application reviewer | Application Manager |
| Reports-only access | Report Manager |
| Full day-to-day administrator | Admin |
Tips
- Review the person's full set of roles before saving so you don't give more access than intended.
- If someone needs access to Site Settings, Roles, or logs, they need Admin.
- If someone only needs to view content on the website, use page and document permissions instead of a portal role.
Related topics
- Permissions and Access Control - How website pages and documents are restricted.
- Roles - How built-in and custom roles are managed.
- Members - How member accounts are edited.
- Lapsed Members - How lapsed status affects access.