Roles

Every admin and volunteer signs in with one or more of these roles. A person can hold more than one — a club chair is often both Club Admin and Welfare Officer. Where says which surface a role can open at all; once inside, what a person sees still depends on which of the roles below they hold.

Club Admin

Where: the admin panel and the volunteer console

• Change club-wide settings
• Add, edit and merge members and households
• Archive a member, and permanently delete an archived one
• See the member list and member records
• Reset a member's sign-in and manage their account access
• See Club at a Glance and the analytics reports
• Change the club's branding — logo, colours and public pages
• Create and edit email templates
• See email templates and the emails the club has sent
• Add and edit members' emergency information
• See a member's full emergency information
• See who has emergency information on file, without the detail
• Run check-in at an event
• See who has checked in to an event
• Create and edit events
• See the events list
• Record payments, refunds and invoices
• See the Finances report and payment records
• Create and edit pages, posts and documents
• See pages, posts and documents
• Connect and configure third-party integrations
• Reply to and manage support conversations
• See support conversations
• See the club records board
• Review club record submissions
• Approve or reject a club record submission
• Manage the club records board's own settings
• See results waiting to be reviewed
• Approve or reject a result
• See club competition standings
• Set up and run club competitions
• Set handicap marks and publish the start list
• Create and run polls
• See poll results
• Take a copy of the club's data

Membership Manager

Where: the admin panel and the volunteer console

• Add, edit and merge members and households
• See Club at a Glance and the analytics reports
• See who has emergency information on file, without the detail
• See the events list
• See the club records board
• Review club record submissions
• Approve or reject a club record submission
• See results waiting to be reviewed
• Approve or reject a result

Welfare Officer

Where: the admin panel and the volunteer console

• Add and edit members' emergency information
• See a member's full emergency information
• See who has emergency information on file, without the detail

Viewer

Where: the volunteer console

• See Club at a Glance and the analytics reports
• See the member list and member records
• See the events list
• See the Finances report and payment records
• See pages, posts and documents
• See support conversations
• See email templates and the emails the club has sent
• See the club records board
• See results waiting to be reviewed
• See poll results

Check-in Manager

Where: the volunteer console

• Run check-in at an event
• See who has checked in to an event
• See the events list
• See Club at a Glance and the analytics reports

Records Manager

Where: the volunteer console

• See the club records board
• Review club record submissions
• Approve or reject a club record submission
• See results waiting to be reviewed
• Approve or reject a result
• See club competition standings

Results Reviewer

Where: the volunteer console

• See results waiting to be reviewed
• Approve or reject a result
• Set handicap marks and publish the start list

Events Manager

Where: the admin panel and the volunteer console

• Create and edit events
• See the events list
• Run check-in at an event
• See who has checked in to an event
• See who has emergency information on file, without the detail
• See Club at a Glance and the analytics reports
• See poll results
• See club competition standings
• Set up and run club competitions

Content Manager

Where: the admin panel and the volunteer console

• Create and edit pages, posts and documents
• See pages, posts and documents
• Create and edit email templates
• See email templates and the emails the club has sent
• See Club at a Glance and the analytics reports
• Create and run polls
• See poll results

Captain

Where: the volunteer console

• See the member list and member records
• See the events list
• Run check-in at an event
• See results waiting to be reviewed
• See the club records board
• See club competition standings

Treasurer

Where: the admin panel and the volunteer console

• Record payments, refunds and invoices
• See the Finances report and payment records
• See Club at a Glance and the analytics reports
• Connect and configure third-party integrations

Assigning roles

A Club Admin assigns roles from Settings → Admin Users in the admin panel. Someone can hold several roles at once; the roles above stack rather than replace each other.