The seven provided roles

Menu cog › General settings › Roles & permissions, and the member's record › Club data5 min read

GestiClub provides seven roles, designed for the usual organisation of a club. Their permissions are fixed: they cannot be changed. When none fits, the club creates its own role from one of them (see "Creating a role for the club").

Administrator: everything: all the modules, all the settings, the roles and their permissions. It is the role of the president or of the person in charge of the club.
Committee: consults almost everything without changing anything: the contacts, the forms (it can copy their links), the tests, the whole club's schedule, the bookings, invoicing and the accounts. It sends messages and newsletters, and manages its own documents. It does not open the settings, but can buy or upgrade the club's plan.
Secretary: manages the contacts from A to Z, the forms, the tests and grades, the documents, the emails, the schedule and attendance, and the bookings, except their settings. They consult invoicing and the accounts without being able to act on them. They can show a block on the whole club's dashboard and manage the club's plan.
Accountant: manages all of invoicing and all of the accounts, closing included. They edit the members' billing data, manage the forms and the booking registrations, and send messages and newsletters. Like the secretary, they can show a block on the whole club's dashboard and manage the plan. It is the treasurer's role.
Coach: consults the contacts and updates their sports data: groups and functions, category, level, J+S number, licence and remarks. They manage the tests and grades, without invoicing them, create the schedule's events, record attendance and send messages.
Technical Commission: the same rights as the coach, plus the newsletters and their statistics, deleting all events, the event types, and the whole Events & bookings module, settings included.
Member: their personal space: My profile, their registrations, the public documents, their appointments in the schedule and the bookings (chapter 13: Member & family portal). They see no management screen of the club.

The table of roles

Module	Administrator	Committee	Secretary	Accountant	Coach	Technical Commission	Member
Contacts	Manage	View	Manage	View¹	View²	View²	None
Forms	Manage	View	Manage	Manage	Register³	Register³	Register³
Tests & grades	Manage	View	Manage	View	Manage⁴	Manage⁴	None⁵
Documents	Manage	Own files⁶	Manage	Own files⁶	Own files⁶	Own files⁶	Public drives
Emails	Manage	Send	Manage	Send	Messages⁷	Send	None
Schedule	Manage	View	Manage	View	Manage⁸	Manage	Own appointments
Bookings	Manage	View	Manage⁹	Registrations¹⁰	Book	Manage	Book
Invoicing	Manage	View	View	Manage	None	None	None
Accounting	Manage	View	View	Manage	None	None	None
Settings	Manage	Plan¹¹	General, plan¹¹	General, plan¹¹	General¹¹	General¹¹	None
Dashboard	Blocks for everyone¹²	Own blocks¹³	Blocks for everyone¹²	Blocks for everyone¹²	Own blocks¹³	Own blocks¹³	View

The accountant also edits a member's billing data.
The sports data only: groups and functions, category, level, J+S number, licence and remarks.
Registering requires no permission: whatever their role, everyone registers, re-registers and registers their children from the Registrations icon or a form's public link. The other columns say who manages the forms.
The catalogue and the results, without invoicing the tests.
The member sees their own tests in My profile.
They consult the drives, upload files and manage the ones they uploaded. The accountant does not create drives.
Messages, without newsletters.
They delete their own events, not those of others.
Without the module's settings.
They consult the module and manage the registrations, to invoice them.
General opens the cog: the Settings window read-only, the Notifications and Documents tabs, and the contact and schedule texts (chapter 12: Settings). Subscription lets them buy or upgrade the club's plan and see the quota alerts (chapter 12: Quotas).
They create custom blocks and can show them on the whole club's dashboard (Blocks for everyone right).
They create custom blocks for their own dashboard (chapter 2: Custom widgets).

The table of default rights, permission by permission and with what each one allows, can be downloaded in Excel format in chapter 12: Roles & permissions.