Roles
Roles are assigned to members in the member administration "User account". Roles can also be assigned to guests, prospects and other contacts. A role always applies to the club in which the user is currently located. If a user is a guest in the district or a special club, their role may change when accessing the district or special club pages.
Member management: User account
The possible assignment of roles in a club is as follows:
Role "Unit Admin (all rights)" > Allows full administration of all areas in Polaris. it is reserved for the CICO and the Secretary. There are two additional administrator roles which inherit the rights to the hierarchically lower organizations / clubs. These are useful for the DICO and the district secretary and for clubs having a satellite club.
Role "Unit life Administrator" > Allows to maintain all areas of the club life and documents. It is assignable to any member of the Board or a Committee.
Role "Member Administrator" > Allows the administration of member data. It is recommended for the Deputy Secretary. The number of persons with the role " Unit Admin (all rights)" together with persons who have the role " Member Administrator" is limited to 4. This means that a maximum of 4 persons can administer the member data in the club.
Role "Finance" > Allows to manage the accounts of the members and of the events and to perform the bookings. It is intended for the treasurer.
Role "Website user" > is the standard non-administrative role, which must be assigned to all other members.
Role “Presence administration” > Allows a club member to capture attendances and administrate the presence.
Role "Capture attendance (Restaurant)" > Allows the capture of attendances by a club member or by a third party. E.g. the staff of the restaurant can scan the QR code and thus record the attendances.
Clubs can define their own roles. However, the Polaris team advises against this because of the complexity of the relationships.
Rights
The rights define which features of Polaris can be accessed in administration and how. An access has three different levels:
No access
Read only
Manage (read & write & delete)
The following matrix shows which rights each role has.
Club parameters: Roles
It is possible to define new club roles. However, due to the complexity and dependencies of the areas, it is not easy. For example, areas like calendar, newsletter have a dependency on e-mails.
Some areas, e.g. the administration of member data cannot be assigned because otherwise the GDPR could be undermined.
The Polaris team advises against defining your own club roles. If you still need to define your own roles, contact the DICO or the Polaris Team.
FAQ
What are roles in the member administration?
Roles are assigned to members in the member administration 'User account' and can also be assigned to guests, prospects, and other contacts.
Who can have the 'Unit Admin (all rights)' role?
The 'Unit Admin (all rights)' role is reserved for the CICO and the Secretary, and it allows full administration of all areas in Polaris.
Can clubs define their own roles?
Yes, clubs can define their own roles, but the Polaris team advises against it due to the complexity of the relationships.
What rights are associated with the different roles?
Rights define which features of Polaris can be accessed in administration and include three levels: No access, Read only, and Manage (read & write & delete).
Is it possible to assign multiple 'Member Administrators'?
Yes, but the total number of persons with the 'Unit Admin (all rights)' role and 'Member Administrator' role is limited to 4.
What is the standard role assigned to all other members?
The standard non-administrative role assigned to all other members is the 'Website user' role.
Can a club member capture attendances?
Yes, a club member can capture attendances if they have the 'Presence administration' role.
Are there any restrictions on defining new club roles?
Yes, due to the complexity and dependencies of the areas, it is not easy to define new club roles, and some areas cannot be assigned to avoid undermining GDPR.