Manage Group Roles

This article contains the following sections:

• Understanding Roles
• Applying Roles
• Glossary Of Roles

Understanding Roles

As an admin, you are able to update the roles of users in your group through the "Manage Users" page.

Each user can have multiple specific roles. Depending on the size of the group and whether it is a network of groups or a subgroup (node) in the network, the roles will be applied downwards. 

For example:

• If Joe is admin of parent group A, and A has 2 subgroups A1 and A2, Joe can oversee both A1 and A2. 
• If Joe is admin of subgroup A1, but wanted to oversee parent group A, he is unable to because he is not an admin of group A.

The following are roles you may see applied to your members. Notice they can have multiple roles applied to them. 

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Applying roles:

To apply the {admin, event manager, check-in attendant, or member} role you can go to the Actions dropdown to the far right of a user's name and apply this role. You will have to apply the role assignment at the group or subgroup level and NOT in the event. 

Additionally, you can add user roles to a user's account by going to Users > Manage Users > Click on their name for their user details > Go to their "memberships" section > click "Add Item":

From there, you will be able to add/ remove memberships from any of your subgroups without sending out any messages: 

As you may have noticed, there are specific roles the admin is unable to "force" apply; these include volunteer, registrant, donor, referral and ticket buyer. These roles are only applied when the user "volunteers and makes an impact," "registers to an event," "donates to a cause," "was referred by another cause," or "bought a ticket." 

Glossary of Roles

Registrant: A user who has registered for an event

Participant: A user who has recorded an impact

Donor: A user who has contributed a donation

Ticket Buyer: A user who has bought a ticket 

Referral: A user who was referred by another cause 

Event Manager: A user who has been made an event manager by an admin during the event creation workflow. For more information about event managers, see our support article about event management roles

Check-In Attendant: A user who has been given the capability to sign in registrants by the group admin

Member: A user who has clicked "Become a Member" (and, if the group is set up to require approval from the admin, been approved to join the group)  

Admin: A user who has full management capabilities