Overview of Roles, Statuses, and Positions

How do roles, statuses, and positions all work together on ChapterWeb? Good question.

Roles

When you think of roles on ChapterWeb, think of the permissions that you are giving to a member to perform certain tasks. At the very top level you have the Administrator. The Administrator has the ability to read, write, delete, and edit throughout the website. Most chapters give this role to 2-3 important people in their organization who are in charge of the website.

At the other end of things you have your very basic role which, depending on your organization, can be called different things (e.g., Patroness, Coach, Mom, Young Men, Ticktocker, Member, etc.). This person has the very basic level of permissions on the site. In fact, in order to even login to the site a person must be assigned at the very least this role.

Some members will have more than one role. For example, if you are an Administrator you’ll also most likely be a basic member (e.g., Patroness, Coach, etc.). This tells the system that when you login you have permissions to edit throughout the website as well as do anything a normal user would have the ability to do (log hours, view the calendar, read files). Without this basic member setting you wouldn’t see your related users in places such as the Hours tab or Calendar sign up.

The main things to remember about roles:

  • They are the permissions you’d like members to have on the site.
  • A member MUST have at least one role assigned to them in order to login to the site.
  • Creating a new role does not automatically give a person the same rights as a basic user. Please ask our help desk before making drastic changes to your roles.
  • You can create new roles, but these members will not have special permissions on the site. Only create new roles when you want to group specific people (e.g., Board Members). When you create new roles they will automatically populate across the website so that you can easily email¬† or show files to people in particular roles.

 

Statuses

Statuses should be seen as the status that one holds within their organization. For example, someone can be a Patroness (role) and Active (status) if they are in National Charity League or Young Man (role) and Graduated (status). Statuses do not affect a members permission set on the website.

Remember: keeping statuses and roles separate is important to help your organization stay organized and to keep the maintenance of your member directory at a minimum.

Important things to remember about statuses:

  • They do not give special permissions on the website.
  • They are completely editable by the administrator.
  • Members who are in the status “Graduated” are not automatically disabled from the website, this is a second step you will need to do.
  • Keeping statuses separate from roles will help your organization easily filter members and stay organized.

Positions

Positions are important in that they help your organization keep track of the jobs that a member has had throughout their time as a member. If you have not done so already, please see our how to guide on setting up positions or updating positions. This will help you get started in building and maintaining your positions lists. Remember, this is only editable by administrators – regular members cannot edit positions or add positions to their profiles.

Important things to remember about Positions:

  • They do not give special permissions on the website.
  • You can keep track of the job history a member has had throughout their time in the organization.