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Club Roles are a way of giving access to a person with a certain Role within your club without having to change their name in multiple places if they hand their Role over to another person. Club Roles can also be used to group people with the same Entitlements together, which will also make the Entitlements Manager easier to follow and manage. You can set up as many Roles as you like, a single member can hold several roles and overlapping roles are fine.

Add New Role

1. Navigate to “Admin > Settings > Club Roles”.

2. Click the green “Add Role” button.

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3. Complete the wizard:

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   1. Role Name: The name of the Role.

   2. Description: A short description of the Role.

   3. Security Level: Select the Security Level for the Role. Security Levels are an option for setting Entitlements for groups of users and Roles, rather than having to put every user into a Role.

   4. Members: Assign members to this role. Start typing their name and then select it from the dropdown.

   5. OK: Once happy with the details, click “OK” to save the new role.

4. Repeat the steps to create more Roles, making use of the green “Copy” button to create a similar Role where appropriate.

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Edit Existing Role

You can edit an existing Role by clicking the orange “Edit” button next to the appropriate Role. The most likely use of this is to change which users/members are assigned to that Role.

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Some Roles are required in other parts of the site. These can be renamed, and have different people assigned to them, but they must be present and are limited to only one member at a time.

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1. Membership Secretary: The person in charge of Membership at your club. This includes registrations, renewals, and applications.

2. myClubhouse Contact: This person is one of the two contacts between your club and myClubhouse. Members contact them with issues, and if they can’t help, they raise a ticket on the Service Desk for further support.

3. myClubhouse Contact 2: This person is the other of the two contacts between your club and myClubhouse. Members contact them with issues, and if they can’t help, they raise a ticket on the Service Desk for further support.

4. Secretary: This person handles all other admin for your Club.

5. Treasurer: This person is in charge of the financials at your club.

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