Roles, permissions and rank

A role is a bundle of permission switches plus a rank. The switches decide what you can touch; the rank decides who you can hand it to.

WhereSettingsMembershipRoles

The fourteen switches

  • Members — the roster: adding, editing, removing.
  • Treasury — the ledger, dues balances, reimbursement decisions, the budget.
  • Events — the timeline and the calendar.
  • Attendance — taking it, and deciding excuses and exemptions.
  • Terms — creating semesters and setting the active one.
  • Roles — this screen. The one that hands out all the others.
  • Settings — org identity, configuration and invite links.
  • Docs — the library.
  • Announcements — the pinned note on the dashboard.
  • Tasks and Polls — creating and managing each.
  • Service, Parties and Instagram — the three optional operational pages.

Two things worth doing on day one

  • Check the treasurer actually holds Treasury — the starting roles are a template for an average org, not yours.
  • Check nobody except the people who should hold Roles and Settings holds them. Those two are the keys to the building.

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