New admin role - membership manager limited to specific groups or levels
I'm currently setting up a club membership system on WA and would like to know if it is possible to assign people as admins of a group. Basically we have little mini clubs for our regional members and these are looked after by a local member for that area, I would like that member to have access to only the members in that group and put members in and out and the like. They would also need to be able to email that group and it would be nice if they could manage the web pages associated with that group too.
if there is nothing like this and others would find it useful I'll post in the wishlist.
it would be nice for organizations that have multiple membership managers to receive member and contact related emails by membership level or groups, this would allow an organization to split the workflow among a number of managers based on levels or groups
Is this option available? It would be really useful for my organisation.
Robert Sylvester commented
We have a half a dozen volunteer groups which members check in areas they'd like to help. Generally there's one person in charge of each group.
It would add functionality when/if a member checked a group that the group administrator was notified with member contact info via email.
Custom Administrator Role user permissions are very important need for organizations have multiple administrators or bundle administrators to manage membership data.
Permissions for each feature set would be ideal as in already present other applications and standard softwares, like permission access management on
- Insert or Add new data
- Change Data or Edit
- Delete data
- View report
- View Audit Log of any entry
- Export Data
these permissions should be allowed to configured for each screen like Contacts, Members, Donation, Payment, Invoices, Membership Levels for through security access control mechanism.
PAmela Graham commented
We have a junior section which operates independently. The Officials in charge of this section don't need to see all the records of the whole membership, just the families involved in their section. They do need access to contact details, and to at tleast be aware if they have or have not paid their dues in order to register for specialised training events. It would be perfect if we offer them access to that subsection of members records only, along with the ability to email that group only. Please consider this, because as others have said, there are data protection issues both in just exporting member data to volunteer officials and in allowing the alternative of completely separate database systems to be developed because the information on WA is not readily available to them.
This is a must have. Many organizations have regional groupings and allow the regional leaders to assist with the administration of members and conduct their own events. It would be helpful to create groups for the regions and then assign members to administer memberships for their region.
Álvaro de Andrade Peres commented
I just posted a comment but have another one which is also related to the curtailing of administrators rights: the "export" facility has for us legal implications. The laws of this country (South Africa) in relation to private information are quite stringent and further laws are being legislated and should be in place in June of 2018. It is already illegal for us to allow members of our organization to "export" contents from the database to an external file in whatever format. In order to compile reports we have to export the result of searchs, which means that the data is available in a spreadsheet or other formats and can be manipulated and/or distributed and this constitutes a contravention of the Protection of Private Information Act (usually referred to as POPI Act). In order for us to make our reporting compliant, we need to restrict the use of the export function to only registered and authorized officers and the number has to be very limited.
If we give any level of admin rights, now, to any member of the organization it gives immediate access to the "export" function unrestricted. How can be exclude members with admin rights to use the export function or only allow specific conditions?
Administrator - Knights of da Gama
Álvaro de Andrade Peres commented
We are a non-profit organization involved in works of charity.
Our structure has three layers namely, National, Regional and Local. In each of these layers the executive body has basically full responsibility to run their environment with the Constitution, Laws and Code of Honour of the Order (Organization), but we are registered as one single entity in accordance to the laws of our country and need to work and report as one entity.
We need to have a way of curtailing the admin rights of a person at Local level, another at Regional Level and others at National level. The structure comprise 1 National Executive, 6 Regional Executives and 38 Local Executives. How would we be able to contain the authority of the administrator at each of these levels? The Local Executive only should have admin rights for the members of his unit, the Regional Executive should have admin rights on all members of the Local units in that Region and the Supreme Executive should have rights on all Regional and Local entities members which is already available now.
We need this separation of admin rights for the management of the membership profiles, e-mails and files stored in the file space of the systems.
We are most satisfied with the system and are sure that these short falls will be addressed soon and in a most satisfying manner.
Administrator of our system (Knights of da Gama)
Vince Pearce commented
Would help a lot with administration to provide limited admin to group administrators. Current, the Admin has to deal with everything which is a big overhead. The option of have a number of global Admins is to open and raises the risk of impacting the whole system
AdminEvgeny Zaritovskiy (VP Technology of Wild Apricot by Personify, Wild Apricot by Personify) commented
Merged two very similar suggestions.
I think this is possible
Create sublevel admin privileges where you can set certain admins to be able to only access certain member levels and a superadmin that can access all.
So ultimately, if I wanted to have the girls leads in our organization only have access to the girls databases and guys leads in our organization only have access to the boys databases in our organization, I should be able to set it up where some admins can access the girls member levels and guys can access the guys member levels.
Please feel free to reach out to me if you need clarity.
Annetta Cheek commented
This functionality is number 1 on our wish list. Not having the ability to assign membership managers to each of our 4 regions has caused us to limit membership management to 1 person nationally, a big job for a volunteer in our organization. In the long run, we might want to assign this role to one person in each of our 75 clubs (chapters, in your parlance).
in our organization, we are allowing members to express preferences and to join groups voluntarily. For example, to join a running group or gourmet group. I would like to be able to designate group leaders who could then receive notifications of users joining the group so they could send welcome messages (bonus points if you automate that). Group leaders should also be able to send messages to their group (but only their group unless they have other admin status) to notify of meetings, events, etc.
Adrian Crowley commented
A Group Leader often wants to send an email to their complete group. Group Leaders do not have access to the database so can't use the query system. They have a list of group members on their group page, from a 'member directory gadget' from a saved search, but can only email them 1 at a time from here. Is there any way that a Group Leader can email the whole group from their group page in one go.
This level of admin permissions would be very useful to our organization as well, in fact its absence was almost a show stopper. Each chapter (group) has a leader who should be able email his/her group at a minimum and ideally have settable member management permissions for only that group.
In our case there is no need for group level finances (handled centrally) but I can see that as being useful in other situations.
Merged the threads together
Only if we have more than 10 people voting for it here - by leaving their comments
Yes, this seems all very similar. I also would like to give the group leaders the possibility to email their group members, so it really fits. Any chance of getting this higher up in the pipeline now?
I'm curious if this post is about the same - http://forums.wildapricot.com/forums/308932-wishlist/suggestions/8825755-new-admin-role-membership-manager-limited-to-spe and I can join them togthere