One of the many great benefits of using Clubmate is that you can provide access to important club & member information to all approved staff, volunteers & fellow committee members.
It is not recommended that you create a second profile for any admin roles, these often cause confusion & issues later on.
Instead promote the profile in members area if the person already has a profile there or add their new profile directly to the staff area by following the below steps.
Also be aware that all Admin roles will only appear in the staff area (Settings - staff) & not in the members area.
Naturally though, you may not want everyone to be able to access everything. For that reason we have created various User Access roles:
Owner
An Owner has access to all parts of the software without any restrictions. They can access Settings, Reporting and also customise their own dashboard.
*A Treasurer needs to be set as Owner to access reporting.
Manager
Managers have full access to the members area, including the ability to send group messages, and to some operational reports. They are unable to access settings and financial reporting.
Staff
Staff have similar access to Owners however, they are unable to view Reporting or the Settings menu.
Bailiff
Bailiff access is restricted even further.
As with Staff, they are unable to view Reporting or Settings but they are also restricted from viewing the full member database and the diary. They can search and locate a members record but they are limited to the Member Quick View of the record only - they are unable to access the full profile. They can still process quick actions such as add photo, add membership, new booking and check in. Bailiffs cannot view a member's age directly in the Member Quick View due to system design limitations. However, they can access the member's date of birth through the digital ID card in the app. To do this, bailiffs should open the member’s record from the Members section in the app, navigate to the Profile section to ensure the date of birth is recorded, and then view the date of birth on the member’s digital ID card. Note that it is not possible to add or customize an “age” field in the Member Quick View, so recording the date of birth in the member profile is essential for providing this information.
Also See
Adding a new user