Giving a person a role

The role is chosen on the member's record:

1. 1In Contacts, click the pencil of the member's row.
2. 2Open the Club data tab.
3. 3In the GestiClub data section, choose the role in Application access (role): the seven provided roles, then the roles created by the club.
4. 4Click Save.

1. 1Application access (role)the member's role, here Member.
2. 2The state of the accesssays whether the person can already log in.

The state of the access takes one of these forms:

• No access account: the person has no access yet: it will be created with this role when they validate their profile or accept the invitation.
• Access held by the member: the person has their own access, active or awaiting validation.
• Access held by … (parent): a child whose parent logs in with their own access.

The change of role applies as soon as it is saved: on their next page, the person sees the modules of their new role.

Some people receive a role without the secretariat choosing it:

• a new member: the Default role for new members of the general settings, or Member if it is empty (chapter 12: General settings);
• a member registered through a form: the form's Assigned role (chapter 4: Creating a form);
• a parent who is not a member: the club's default role, usually Member: they see their own profile and their children's.