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e3 Help > Roles
Roles
Roles are associated with each User on the website and each Role can be set up with different Security settings to determine who has access to specific areas and pages.
When a user is created they are assigned default Roles based on the user type they were assigned.
Example: when a member registers on the website they will be assigned the member role.

Note: A user can have multiple roles assigned to them if required. Administrators should caution when doing this - when a user has multiple roles it is possible to restrict the user access to a page based on another role they have in error. In this case, we sometimes suggest that Administrators create a separate user account with the member role so that they can view the website from a member perspective.

Viewing Roles 

Login into ClubHouse Online e3 as an Administrator and click Administration > Roles.





The default Roles are listed below. Administrators are able to create new Roles in addition to the defaults.




Click on the pencil icon to the left of the role to display details for the role.



Listed are the default Roles already created within ClubHouse Online e3:

  1. Administrators - Club level administrators that have access to all modules and all content areas.
  2. Content Editors - If a user is assigned to the Content Editors role and given "Administrative Access", they will be able to edit pages on the site. This is not required for Administrators, who already have access to content management.
  3. Event Administrators - Responsible for creating and maintaining the calendar events.  Some clubs have people designated to managing the Online Calendar and nothing else.  In cases like that they give those people this role and nothing else.
  4. Statement Administrators - Responsible for maintaining the Statements module.  Some clubs have people designated to managing the Online Statements and nothing else.  For example accounting may be responsible for indicating that the current month is finalized.  In cases like that they give those people this role and nothing else. 
  5. Roster Administrators - Responsible for administering the Roster module. Some clubs a membership person who is not a website administrator approving address changes.  In cases like that they give those people this role and nothing else
  6. Tee Times Administrators - Responsible for administering the Tee Times module.  Some clubs have people designated to managing the Online Tee Times and nothing else.  In cases like that they give those people this role and nothing else.
  7. Authenticated Users - When this role is assigned to the page, only people who are logged in will see it.
  8. Not authenticated Users - When this role is assigned to the page, only people who are not logged in will see it.  This role is good for pages where you want it only viewable on the public side of your website and you do not want members to see it when they are logged in.
  9. Members - The members role is automatically assigned members uploaded out from Jonas.  Club Administrators can specify which pages are viewable to the members role.
  10. Employee – Some clubs use this role to create an Employee Content area on the website that only an employee can see. Club Administrators can specify which pages are viewable to employee role
  11. Everyone - Special role which automatically covers all users. This role allows a page to be viewable on both the member (private) side and on the public side of the website.

Assigning Roles

Within the Administration Tab, click on Users and search for a user to edit. Click on the manage user roles icon under ‘Actions’ to edit that user’s roles.






By editng the users roles, you can add aditional roles not automatically assigned when the user was created.
On the left is Available Roles, these are all the roles that are available to be assigned to this user. On the right is Users is in Roles, this indicates which roles the user currently has.

The example below shows editing a user of type 'Member'.




Alternatively, Administrators can change the Roles assigned to a user by editing the user account.
  1. Click on the pencil icon to edit the users information. It will show the General tab as a default.
  2. Click on the Roles tab.
  3. Simply check and uncheck the roles that you would like associated with this user.
  4. Click on the Save button.


     

Assigning Non-Administrators access to edit pages using the Content Editor Role

A common scenario is for a club to have members, staff or volunteers assistist in managing the website. In order to accomplish this, any non-administrator will need to have the Content Editor role assigned to them.

To assign the Content Editor role to a user:
  1. Login to Club Central.
  2. Select Administration Tab.
  3. Click on users.
  4. Search for your staff by username or name.
  5. Once the individual is in the search results, click on the pencil icon to the left of their name so that information for the user can be edited.




  6. Check the box that says Administrative Access and click on Save.

  7. Click on the Roles tab.
  8. Check the box for Content Editor role and click Save.

This employee usertype is now set up with the Role to modify pages on the website. Remember to modify security settings to set up permissions for the Content Editors role to edit pages that they should have access to. For more informaiton on editing permissions, visit the Security article under Page Properties.

Creating a New Role

Creating a new role allows clubs to set up more advanced page permissions. For example, a section could be created specifically for golf members or board members. Creating a role for a specific type of member affords the abilty for the club to create pages accessible by only specifc roles, and attach that role different members (users).

  1. Within ‘Roles’, click on the New Role link to create a new role.
  2. Complete the details to set up the new role.
    1. Role name: Enter the name of the Role
    2. Role description: is optional but recommended to easily identify the role if the name is not self-explanatory.
    3. If the Role should be defaulted to any users when they are created check the corresponding box and then Click OK. This allows Administrators to automatically assign a Role to a user when a user of that type is created.
Clubs can set up custom roles to access Clubs Central and other adminsitration areas of the website however these roles will need specific permissions that can only be set by a ClubHouse Online support representative. This is why the Content Editor role has been created for scenarios where a club requires a non-administrator to have access to edit pages on the website.

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