Manage Group Roles

There are varying levels of access that can be applied to users based on the roles they have within a group. 

This article contains the following sections:

• User & Admin Roles Defined
• Understanding User & Admin Roles Within a Network
• How to View a User's Roles Within a Network
• How to Add Roles to a User

User & Admin Roles Defined

Click HERE to review the GivePulse glossary section on user and admin roles.

Understanding User & Admin Roles Within a Network

Each user can hold multiple roles across various groups. 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.

GivePulse Pro Tip: Admin access rolls down in a network. User roles (Member, Registrant, etc.) roll up in a network

For example (network visualization screenshot below):

• Joe is an admin of the parent group, Cherry Blossom University. The parent group has 2 subgroups, Student Life and Cherry Blossom Extension. Since admin access can roll down in the network, Joe also has admin access to these 2 subgroups as well. 
• Tom is an admin of the subgroup, Math Club. Tom is unable to manage the group Student Life because his access does not roll up the network. Additionally, Tom cannot manage the subgroup, Pre-Law Club, unless he is also added an admin to that specific subgroup.
• Sarah is a member of the subgroup, Community Engagement Club. This means Sarah automatically has membership in the groups, Student Life and Cherry Blossom University, because membership rolls up in the network. Sarah is not a member of the Pre-Lab Club, since these two groups are not directly connected within the network.

How to View a User's Roles Within a Network

From your Group Admin Dashboard, click Users and select Manage Memberships in the dropdown menu.

Click HERE to learn more about the Manage Memberships Grid. 

How to Add Roles to a User

To apply the {admin, event manager, check-in attendant, or member} role, click the Actions Dropdown Menu and select the role you wish to apply to the user. 

Additionally, you can add multiple user roles at once to a user's account. From the Group Admin Dashboard, click Users and select Manage Users in the dropdown menu. Click on their name for their user details.

Scroll down to their memberships section and click + Add Item. 

From there, you can add/remove memberships from any of the subgroups without sending out any messages. Check or uncheck the boxes for each role as desired. Click Add Memberships to save your changes.

Note: The user roles, Volunteer, Registrant, Donor, Referral, and Ticket Buyer, cannot be assigned to a user manually. These roles are only given to the user after they complete an action that grants them that role. For example, if a user donates to an event, they will be given the role Donor.

If you have any questions, please Submit a Support Ticket.