Managing Roles

Roles are used throughout your site and allow you to establish what type of access users should have to a given area of your site. Roles can be assigned to User account specifically or can be used to refer to a certain type of visitor to your website. Some Roles within your site have been assigned specific levels of access where as others can be used for the purpose of Configuring Page Security

Viewing Roles

In order to view the Roles that are available on your site, you will need to access the Roles section within Club Central. This can be accessed by following these steps:

1. From within Club Central, click on the 'planet' icon in the top left corner
2. Select the User Management menu item
3. Select the Roles menu item

This will display all of the Roles that your site has access to.

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 User Type will automatically have this Role assigned when a User is created.

 

Default Roles

 The following is a list of roles that were made available to you when your site was first launched.

• Administrators - Club level administrators that have access to all modules and all content areas.
• 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.

Module Administrator Roles

The following Roles will be made available to your site if the corresponding module is linked to your site.

• Event Administrators - This type of Administrator would have access to the Even Management module within Club Central only. They would typically be responsible for creating and maintaining the calendar events.
• Statement Administrators - This type of Administrator would have access to the Statements Module within Club Central only. They would typically be responsible for configuring the online Statements settings.  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. 
• 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
• 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.
• 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.
• 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.
• Email Marketing Administrator - This type of Administrator would only have access to use the Email Marketing Module from within Club Central. They would typically be in charge of creating and disceminating Email Campaigns

Page Security Roles

The following roles are not assigned to a user but would be used for Configuring Page Security

• Authenticated Users - When this role is assigned to the page, only people who are logged in will see it.
• 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.
• 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.

Auto-Assigned User Roles

The following Roles are auto-assigned when a specific user type is created 

• Members - The Members Role is automatically assigned to members that register on your website. Club Administrators can specify which pages are viewable to the Members Role.
• Public - The Publice Role is automatically assigned to Users who are utilizing a public module such as Public Tee Times. A member that exists within your club's A/R system can not be created as a Public user. Users who have been assigned this Role can log into your website but will not have access to any of the Member modules or Pages that have Role-specific security settings.

Additional User Roles

The following Roles can be used in addition to other roles to further separate Users for the purposes of displaying specific content to them.

• Employee – This role can be used if you wish to create an employee-only content area on the website. Any page content in this area would only be visible to users who have the employee role. Club Administrators can specify which pages are viewable to this role.
• Board of Directors - This role can be used if you wish to publish content that is meant for a certain group of people. In this instance a member or any other type of user would be assigned this role. Club Administrators can specify which pages are viewable to this role.

Managing User 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 within Club Central, click on the 'planet' icon and select User Management menu.
2. Click on Users menu
3. Search for the User you wish to change.
4. Click on the 'pencil' next to the Username of the desired account.
5. 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.

Adding Roles to a User Account

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 from a User Account

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.

In order to create a new Role you will need to follow these steps:

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