Roles
Setup/Management
To manage Roles, navigate to Permissions-> Roles. Click to edit an existing Role, or click the Create Role button.
Clubistry comes with some System Roles already set up. These cannot be edited or deleted.
- Board: Assign to members of your Board of Directors
- Member: Assign to everyone who is a member of your club, regardless of the membership type.
- Public: Used on content to assure that the public (anyone not logged into the website) can view content.
- User Manager: Assign to the person(s) who should be responsible for managing users and their data.
- Application Manager: Assign to the person(s) who should be repsonsible for managing incoming applications -- making sure they are complete, changing their status when appropriate, and accepting or declining them once votes have occurred.
- Content Manager: Assign to the person(s) who will be responsible for editing website content in the form of pages, news items, etc.
- Admin: Admins have access to do all of the above, plus manage other site information and settings.
Additionally, you will create Roles for Membership Types.
Fields
- Title: Enter the name of the role.
Use
Roles are used to grant access to parts of the website. Most of your site may (probablyl will) be available to the public. The Members area of the webiste, however, is restricted to only people who are logged in as members.
When editing a page, at the bottom of the edit form is a permissions matrix for which roles have which access to the page. For each role, check if that role should have access to view, edit, or delete the page you are editing. Admins should have access to do all (view, edit and delete) on all pages. For most pages, only the Admin and Content Manager should have access to edit and delete, while all roles can view the pages on the public facing website.
The pages that are only for logged in members, however, should have Public unchecked, so that the public cannot view the pages. Similarly, the pages that are for the Board members only should have both Public and Members unchecked.
When you have created roles for Membership Types, then you can also restrict pages to only be accessible to those with that Membership Type. Any roles you've created (like Membership Type roles) will appear in the permissions matrix. So if you have a membership type of Associate Member, and you have pages that should only be viewable by those members, and no other members nor the public, then you would leave Admin and Content Manager checked for View, Edit and Delete, but uncheck the View access for all other roles except Associate Member, which you would leave checked.
Make sure that Admins can view, edit and delete each page. If you remove edit access from the Admins, you run the risk of having a page that no one can edit.
Similarly, make sure that the only roles with edit or delete acces on a page are Admin, Content Manager, or some special role that you create for this purpose. Don't set Public or Member with access to edit and delete pages.