Not everyone on your team needs every screen. Your chamber can give each person one of four roles, and that role decides what they see. If a link is missing from your sidebar, your role is the first place to look.
The four roles
- Chamber Admin: full control of your chamber's account. Admins can do everything staff can, plus the admin-only screens below.
- Chamber Staff: the everyday work. Managing members and contacts, running events, sending email broadcasts and working the shared task board.
- Accountant (read only): reviews invoices, payments and financial reports in the Accountant workspace. Cannot change payments, manage members, send messages or change settings.
- Board Viewer (read only): reads published monthly board reports and downloads their PDF packets. Cannot see drafts or individual member and invoice details.
Chamber admins only
Staff do not see these, because they change things that affect the whole chamber:
- Settings, including tiers, payments, branding and the team
- Website, the site builder
- Approvals and the review queues for Deals, Jobs, News and MarketSpace
- Group Billing
- Audit, the chamber's activity log
Everything else, including the roster, contacts, events, email broadcasts, reports and tasks, is open to staff too.
Preview a restricted role
Admins can check what Accountants and Board Viewers see without changing anyone's access.
- Open Settings, then Team.
- Under What each role can do, select Preview Accountant or Preview Board Viewer.
- Select Exit preview to return. You stay signed in as yourself.
Good to know
- To change someone's role, an admin uses the role menu beside their name on the Team screen. You cannot change your own role, and your chamber must always keep at least one admin.
- Roles are set per chamber.
Related: Inviting staff to your team; Finding your way around the CRM