People get access to groupable|m2 and groupable|Connect from roles. A person gets a role in one of two ways:
- From an office they hold, if your parent group set the office up with a role.
- From the Additional group users card on the group Officers screen, or the region, district, or local version of that card.
For office staff, use Additional group users > Group Read Write. Don't add an office to give someone access. The steps are in Add Group Users: Additional Group Users > Group Read Write.
Each organization sets up its own roles, so the names and permissions in your organization may differ. These are the standard roles.
Group Read Write
Sees and changes records for the parent group and every region, district, and local under it: members, officers, certificates of election, finances, and dues cards. Can send emails from the Mail Room. Includes Connect webmaster permission for the group and everything under it.
This is the role for a Grand Secretary or Grand Recorder's office staff.
Group Read Only
Sees the records for the parent group and everything under it, but can't change them. In the standard setup it can also send emails from the Mail Room. Some organizations also have Group Read Only - No Email, which can't send. Not every organization has these roles.
Region and District Read Write, Region and District Read Only
The same idea for one region or district and the locals under it. These roles are given on the Additional region users or Additional district users card, on the region's or district's Officers tab.
Local Read Write and Local Read Only
For one local. Local Read Write is often the Secretary's role. Local Read Only sees the local's records and finances without changing them.
Group Admin
Opens the Admin menu, where your organization's offices, roles (User Role Definitions), and Admin Users are set up. Only someone with Group Admin can give the Group Admin role to someone else.
In a new organization, the Group Admin role has only this permission, so it is given together with a role such as Group Read Write.
Connect Webmaster
Manages a group's or local's groupable|Connect site: banners, calendar events, files and folders, and removing comments. Group Read Write includes it. Some organizations also have a separate webmaster role, or an office set up to act as webmaster.
Admin Users login
A login made under Admin > Admin Users has a name and nothing else: no person record, no email address, no phone number. It gets no copy of the emails it sends, and the person can't reset its password on their own.
Use one only for backing admin access or for an account that belongs to an organization rather than a person. Office staff get a Contact and a role on the Additional group users card instead. To move an existing Admin Users login to the person's record, see Add Additional Group, Region, and District Users in groupable|m2.