Custom Admin Roles
Who is assigned to the default Full Access Role?
There is at least one person within a group with this role, and it is initially assigned to the person who was designated as the group leader when the group was created. This is the only role wherein the permissions are not editable.
Adding an admin
- On the left navigation bar, click on Admins
- Select the gear icon for the role you’d like to assign
- Select Add this role to members
- Search for, then select which member to add the role to, or add a new member if they have not been added to your group yet
- Click on Assign role to selected members in the bottom right
- On the View Leaders page you will be redirected to, you will need to send the activation email to the admin(s) you have assigned. The admin(s) will need to access this email to claim and activate their administrative account
- Click the Send Activation Email button for the admin(s) you wish to activate
- An onscreen notification will appear to confirm that the email has been sent. Close the notification to return to the View Leaders page.
Once admins claim their account, they will be able to access the admin portal.
Removing a custom role that is not needed
- On the left navigation bar, click on Admins
- Select the gear icon for the role you’d like to delete
- Select Delete from the drop down menu
- Confirm and complete
The role and any admins assigned to this role will immediately be removed from the role
Removing Admins
- On the left navigation bar, click Admins
- Select the gear icon for the role you’d like to remove the admin from
- Select View leaders
- Select the Remove Role option to the right of the name of the current admin
Note: Access will immediately be removed for the admin
Admins with multiple roles
If an admin holds multiple roles within your group, such as Vice President and Treasurer and requires access to multiple tools within memberplanet that are less than Full Access, the person should only be assigned to one custom role at a time. Assigning an admin to more than one role within the Admins module will cause issues when that admin logs in and attempts to access modules, causing their varying permissions to work against each other in each logged in session.
It is always better to create a new single custom role for a single person rather than assigning multiple roles to a single person.
Editing role permissions
- On the left navigation bar, click Admins
- Select the gear icon for the role you’d like to
- Click Edit role from the dropdown menu
- On the Role Details page, you can change the role name, add or remove role features by checking or unchecking the box, as well as assign edit and view functions to the role.
- Click Save & Close at the bottom to complete the process
View Only Access
The default permissions for each module is set to Edit & View. If creating a custom role with only View access, the admin will only have the ability to view the list of Events or the payments within Reports, etc., dependent on the options enabled within the custom role.