Roles & permissions

A role decides what a person can see and do in GestiClub. Each club has seven roles provided by GestiClub: Administrator, Committee, Secretary, Accountant, Coach, Technical Commission and Member. Their permissions are fixed: they cannot be changed, but the Roles & permissions tab shows them first, read only, so that you can see what each one allows. The table to download below explains each permission and shows which roles have it. It also recalls what any logged-in person can do without a permission: register on a form, manage their profile and their family.

When none of these roles fits, the Roles & permissions tab lets you create roles of your club's own. You start from an existing role, then add or remove permissions. How to give a person an access and the invitations are explained in chapter 14: Roles and access rights.

Your club wants an assistant coach to record attendance and test results, but not to be able to delete a session or manage the test catalogue. No provided role matches exactly; the closest is Coach. So you create a role from it.

1. 1In the Roles & permissions tab, click the + (Add a role) at the top right of the tab.
2. 2Type the Role name, choose Coach in Copy permissions from, then click Create.

1. 1Role namethe name that will appear in the lists of roles, here "Assistant coach". Two roles cannot have the same name.
2. 2Copy permissions fromthe starting role: its permissions are copied into the new role. None (empty role) creates a role with no permission at all.
3. 3Createsaves the role straight away, with the copied permissions.

3. 3The new role appears with the coach's permissions. Turn off those that do not fit: in the example, Manage and Delete in Tests, Drives in Documents and Delete in Scheduler.
4. 4Click Save.

1. 1Add a rolecreates another club role.
2. 2Rolethe role whose permissions you set. The list shows the roles provided by GestiClub first, then your club's; the number in brackets says how many people have this role. A provided role is shown read only: its toggles are greyed out, with no button to rename or delete it, and the note "Standard role: read only" reminds you to create a role copying its permissions to adapt it.
3. 3Rename role and Delete rolea role given to at least one person cannot be deleted: first give these people another role.
4. 4A module and its permissionsone toggle per permission. Dark dot on the left: the permission is granted; white dot on the right: it is not.
5. 5The Settings and Dashboard modulesManage and General decide what the person can do in the Settings window (see "The Settings window"); Subscription lets them buy or upgrade the plan (see "Buying or upgrading the plan"); Blocks for everyone lets them show a custom block on the whole club's dashboard.
6. 6Savesaves the permissions of the chosen role.

5. 5Give the role to the people concerned. On each person's record, Club data tab, GestiClub data section, choose the role in Application access (role), then save the record.

1. 1Application access (role)the person's role when they log in to GestiClub.
2. 2Assistant coachthe roles created by the club are added to the list, in alphabetical order with those provided by GestiClub.