Topics

• Viewing Roles
• Assigning Roles
• Creating Roles

Viewing Roles

In order to view the roles that are available on your site, you will need to access the Roles section of Club Central. This can be accessed by clicking on the Roles tile from the Dashboard of Club Central.

To configure any roles on our site you will need to click on the pencil next to the role. From here, you can decide what member type will automatically have this role assigned to the user.

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 Users 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 Users this role and nothing else. 
5. Roster Administrators - Responsible for administering the Roster module. Some clubs have a membership person who is not a website administrator, approving address changes.  In cases like that they give those Users 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 Users this role and nothing else.
7. Court Administrator - Responsible for administering the Courts module. Some clubs have people designated to managing the Online Court reservation system and nothing else. In cases like that they give those Users this role and nothing else.
8. Match Play Administrator - Responsible for administering the Match Play module. Some clubs have people designated to managing the Match Play system and nothing else. In cases like that that they give those Users this role and nothing else
9. Authenticated Users - When this role is assigned to the page, only people who are logged in will see it.
10. 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.
11. Members - The members role is automatically assigned to members uploaded from Jonas.  Club Administrators can specify which pages are viewable to the members role.
12. 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 this role
13. Board of Directors - Some clubs use this role to create an Area on the website that only members of the Board of Directors can access. In this instance they would be assigned this role. Club Administrators can specify which pages are viewable to this role.
14. 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.
15. Public - Special role which is assigned to Users who are not members, but have access to the site through a login. Public users can register themselves for the purpose of Public Tee Times.

Assigning Roles

In order to provide a User specific access or alter the access they currently have, you will need to alter the specific Roles that a User has assigned. To assign Roles to a user you will need to follow these steps.

1. From the dashboard in Club Central, click on the Users tile.
2. Search for the User you wish to change.
3. Click on the pencil next to the Username of the desired account.
4. Click on the Roles menu listed on the left.

This will display the current Roles that are attached to the User account. From here, additional Roles can be added or existing Roles can be removed.

Add Roles

1. Click on the Add Roles button
2. From the Select Roles window, place a checkmark next to the roles you wish to add
3. Click on Save & Close

Remove Roles

1. From the Roles menu of a User's account, place a checkmark next to the roles you wish to remove.
2. Click on the Remove selected button.
3. Click Yes to the confirmation prompt.

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 bridge members. Creating a role for a specific type of member affords the ability for the club to create pages accessible by only specific roles, and attach that role to different Users.

1. Click on the New Role button
2. Fill in the following details for the new role
   • Role name: Enter the name of the Role.
   • Role description: is optional, but recommended to easily identify the role if the name is not self-explanatory.
   • Auto Assign To: If the Role should be defaulted to any User Types when they are created, check the corresponding box. This allows Administrators to automatically assign a Role when a user of that type is created.
3. Click Save to complete the Role creation