Admin Panel Access
Use this guide when you need to decide who should be able to sign in to the Club Management Portal and what level of access they need.
What this guide helps you do
- understand which roles grant Club Management Portal access
- understand the difference between portal access and website access
- assign the right management role to a member account
- understand how lapsed status affects portal sign-in
Who can sign in to the Club Management Portal
A person can sign in only if their member account has a role that includes Club Management Portal access.
Roles that grant portal access are:
- Content Manager
- Member Manager
- Application Manager
- E-Commerce Manager
- Report Manager
- Admin
- Super Admin
Roles that do not grant portal access by themselves include:
- Member
- Board
- Public
- custom roles used only for website permissions
Helpful details:
- Board access on the website is not the same as Club Management Portal access.
- You can combine more than one management role on the same member account.
- Giving someone portal access does not automatically give them access to every website page or document.
What each management role is usually for
Content Manager
Use this for people who manage website content.
They usually work in areas such as:
- Pages
- Documents
- News
- Events
- FAQs
- Forms
- Media
- other Site Builder content
Member Manager
Use this for people who manage members and renewals.
They usually work in areas such as:
- Members
- Membership Renewals
- Transactions
- Member Reports
Application Manager
Use this for people who manage the application process.
They usually work in areas such as:
- Applications
- Application Forms
- Application Reports
E-Commerce Manager
Use this for people who manage the online store.
They usually work in areas such as:
- Products
- Product Categories
- Orders
- E-Commerce Reports
Report Manager
Use this for people who need report access without broader day-to-day editing rights.
They usually work in areas such as:
- Member Reports
- Form Reports
- E-Commerce Reports
- Pages Report
Admin
Use this for trusted club administrators who need broad access across the normal day-to-day management areas.
This usually includes:
- Site Settings
- Site Builder
- Club Management
- Membership Tools
- E-Commerce
- Reports
- roles, logs, and other admin-only tools
Super Admin
Use this only for the highest-trust administrator.
This includes everything an Admin can use, plus system-level tools such as:
- Features
- system resources that are not part of normal day-to-day club management
How to give someone portal access
To give someone access:
- Go to Members in the Club Management Portal.
- Open the member account you want to update.
- Find the Roles Selector area.
- Turn on only the management role or roles they need.
- Save the member account.
Helpful details:
- The Roles Selector is shown only to people who can manage user roles.
- If you do not see the Roles Selector, ask an Admin or Super Admin for help.
- Start with the smallest access level that will let the person do their job.
- If someone needs two areas, you can assign two roles instead of giving full Admin access.
Lapsed members and portal access
Lapsed status can block Club Management Portal access.
Helpful details:
- If a member account is marked as lapsed, that person is blocked from the Club Management Portal.
- This can affect someone even if they also hold a management role.
- If a person unexpectedly loses portal access, check whether their membership status is current.
- This is separate from website page and document permissions.
Portal access is separate from website access
Portal roles control what someone can manage in the Club Management Portal.
Website permissions control what someone can open on the website itself, such as:
- pages
- documents
For example:
- A Content Manager may be able to manage a page in the portal without that page being public on the website.
- A board member may be allowed to open a board-only page on the website without being allowed into the Club Management Portal.
Common setup patterns
Website editor
Give them Content Manager.
Membership coordinator
Give them Member Manager.
Application reviewer
Give them Application Manager.
Reports-only access
Give them Report Manager.
Full day-to-day administrator
Give them Admin.
Practical tips
- Review the person's full set of roles before saving so you do not give more access than intended.
- Use role combinations when needed, but avoid using Admin when a narrower role will do.
- If someone needs access to settings, roles, or logs, they likely need Admin or Super Admin.
- If someone needs only website viewing access, use page and document permissions instead of a portal role.
Related topics
- Permissions and Access Control - Learn how website pages and documents are restricted.
- Roles - Learn how built-in and custom roles are managed.
- Members - Learn how member accounts are edited.
- Applications - Learn how application workflows are managed.