ClubSoft has a variety of users roles that can be assigned to both members and staff. Below we will outline each of the different types of roles and the access they have to the application. A member or staff member can be assigned to multiple roles depending on their needs within the organization.

Site Admin – is a full access administrator that has full access to the ClubSoft application, they also have the ability to assign other Site Admins as well can grant other members with Access & Permissions.

Communication Admin – gives this user the ability to send bulk communication and access the communication section of the application.

Documents Admin – this permission allows users to manage both club managed documents, e-signature and other forms within the application. They can also view user submitted documents that are uploaded by members.

Financial Admin – this role allows the user to manage the financial section of the application, additionally they can create invoices, and configure the Billing & Payments settings, and configure the settings for QuickBooks integration.

Membership Admin – this role has full access to all members within the application, they can add and remove members. They also have access to the prospective members page where they can invite new members.

Resource Admin – with this role a user can manage the clubs assignable resources such as moorage, waiting lists, and assign both long term and temporary spaces within the Resource section of the application.

Social Admin – with this role the user can add calendar events and track RSVPs.

Staff User – this role can be assigned to staff members within the organization, they will not be shown in the membership directory nor will they show up in the Financial section or nor can they be assigned resources. They have read only access to parts of the application. (A staff member can be assigned any of the roles needed for their job).

Website Admin – This role has access to the Website Tools settings and can copy embeddable codes that can be added to the clubs public facing website. This role may also have access to the ClubSoft Website Lite Editor.

Note – to remove admin access from a user simply press the “x” button for that permission level on the Members – Access Management page.