How do I set a person's role in a group?
In FloMembers, do the following:
- If the group does not yet exist, create a new group (e.g. Board of Directors) under Register > Manage groups.
- If the role you want does not yet exist, create a new role (e.g. Chair) under Manage roles and select Group roles as the role category.
- Add the desired person to the group.
- Find the desired group you want under Manage groups and proceed to edit it.
- Select the Group members tab.
- Find the desired person in the list and click to select them.
- In the left panel, click Set roles in group and give the person the desired role.
Group administrator
If you give someone the Group administrator role, they will be able to manage all members of the group and its subgroups, in addition to their own data. Group administrator will be able to
- manage the roles he or she is allowed to manage
- give an individual member login rights
from the menu on the left side of the main view.
If an individual has full adminstrator access to the entire registry, he/she cannot be made a group admin, as he/she has access to all data and actions anyway.
Approvals of membership applications
If necessary, the group administrator can also approve membership applications in the same way as the administrator. The activation of this feature must be requested from the service provider.
The notification of a new application will then be sent to both the system administrator and the group administrator.
Group administrator with read-only access
The read-only group administrator can view the data of the persons in the group, but cannot make changes to the data.