What are roles and groups?

An unlimited number of roles and groups can be created in FloMembers.

Roles

Roles (and their fees) can be created and edited in Register > Manage roles.

You can assign one or more roles to a person. Role categories are:

• Member roles
  • for example, "full member" and "honorary member"
  • persons with at least one paid membership role are included in the annual member invoicing
• Subscriber roles
  • for example, "annual subscriber" and "continuous subscriber"
  • persons with at least one paid subscriber role are included in the annual subscriber invoicing
• Other roles
  • persons who are not members or subscribers (e.g. "supporter")
• Group roles
  • roles that can be assigned within a group (e.g. "chairman" in the Board group)
• System roles
  • roles that are automatically provided by the system
• Integration roles
  • WordPress admin, i.e. the user who has full rights to manage the website

Groups

Groups can be created and edited from the main menu under Register > Manage Groups.

Groups can be used for both more permanent (e.g. "Board") and temporary purposes (e.g. "New members"). Groups make it easy, for example, to send SMS messages to a limited number of people.

You can add any number of people to a group, regardless of their roles.

Hierarchy of groups

When you edit a group, you can mark it as a sub-group of another group under "Parent groups". A group can be a subgroup to more than one parent group.

Deleting groups

Groups can be deleted under Register > Manage groups. Deleting a group does not remove its members from the register.

Filtering persons

If necessary, groups can also be used to exclude people. For example, you can create a group "No contact" and choose in the main view to exclude from the filtering those who belong to this group.