Roles & permissions

Roles & permissions

Every team member has exactly one role, and that role decides what they can do — from creating events to reaching the admin screens. As an admin you control all of it from the Roles screen.

What this covers

A role is the set of things a member is allowed to do on your team. Every member has one role, and that role decides what they can create, see, edit or delete — which in turn decides which buttons and admin screens the app shows them. On the Roles screen you can add your own custom roles and switch each permission on or off, and on the Members page you assign a role to each person. This guide walks through all of it.

How roles work

There are two kinds of roles:

• Built-in roles (tagged DEFAULT) come with ClubMeister. They're locked — you can't change their permissions. If you open one you'll see a note: "This is a built-in role and can't be edited. Add a custom role to set your own permissions."
• Custom roles (tagged CUSTOM) are ones you create, and they're fully editable.

Permissions are grouped into one card per app feature — for example Events, Posts, Members, Sites and Chat. Each card has switches for the actions that apply to that feature — create, edit, read and delete — each with a short description. Every card shows an "N of M permissions on" summary, a "Search permissions…" filter, and an Enable all / Clear all shortcut.

In plain terms, permissions gate things like:

• The admin area — whether someone sees the "Admin" group / "Manage" section at all (Club, Sites, Roles, Analytics and team settings).
• Events — creating and editing events.
• Posts — writing new posts and deleting posts.
• Members — inviting and approving members, editing members and assigning roles, and seeing the member list.
• Sites — adding and managing your venues.
• Chat — starting new chats, managing them, sharing attachments, pinning, and deleting other people's messages.

Edit a role's permissions

1. Open the Roles screen. The first role is selected for you automatically.
2. Tap Switch in the header and pick the role you want from the Select a role sheet — each role is tagged DEFAULT or CUSTOM so you can tell built-in from custom.
3. Flip individual switches on the feature cards, or use Enable all / Clear all to change a whole card at once.

Add a custom role

Built-in roles can't be changed, so to set your own permissions you create a custom role first.

1. On the Roles screen, tap the round + button (or Add custom role in the role picker). The Add role sheet opens.
2. Under Name your role, type a name and tap Add role.
3. Your new role is created and ready to edit — turn on the permissions it should have.

Assign a role to a member

1. Go to the Members page and open the member you want to change — long-press them on mobile, or use the row menu on the web.
2. In the member sheet, find Assign role — it lists all your built-in and custom roles.
3. Pick the role you want and tap Apply changes. The member now has that role.

What members without a permission see

Permissions work quietly: if a member's role doesn't include a permission, they simply don't see the button or screen it controls. There's no "you can't do this" error — the create-event button, the "Admin" group, the delete option and so on just aren't there for them. The rule is fail-safe: when in doubt, something is hidden rather than shown, so a member never gets access they weren't granted.