Add, edit, and delete different roles and administrators with access to your Website CMS using Org Roles.
From the navigation, select Settings > Permissions > Org Roles. The right column will list all current admin users for a particular role (left column). To make edits to a current user, click the Edit button.
To add them to an additional role, type directly into the User Roles box.
To remove them from a role, click the delete icon next to the listed role.
Make edits to their email address and name by typing directly in the corresponding field.
To Create a New Role:
Click Add New Role at the top of the user roles column.
2. You can choose a pre-existing role, or create a new blank role by choosing 'New Blank Role'. Be sure to enter a role name.
3. Next, check off the features you would like this user to have access to within the role. To include Website CMS permissions, scroll down the page to the Website CMS section and choose appropriate options as outlined below:
View: This should be checked off for the user to be able to see the options that are listed under the feature.
Manage: Allows the user to manage this feature: i.e., if the user is allowed to create broadcast emails, distribution lists, etc, then you want to be sure 'manage' is checked off.
Limited Access: Roles that grant limited access need to check off the user within the actual role's location, meaning if a user has limited access to season structure, then they will need to be checked off under season structure as one of the users allowed to access that part of the role. This is done through program setup, managing season, season structure, editing a grouping, and then checking off the user under the grouping's limited access users **Also, be sure the limited access users are only able to view.
4. Once complete, click Save Info & Permissions.
Adding a User to a Role:
Select the role from the list of available roles for your organization. Click the Add User to Role button.
To add a user to the role, input their email address, first & last name. If they are an existing user, input their email, and the system will ask you to confirm their account.
Once complete, click Save. The initial password and or access instructions will be emailed to the email address listed.