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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 Admin > Settings > Club Roles”Roles.

  2. Click the green “Add Role” button.

  3. Complete the wizard:

    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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