Permissions

Roles are built from these permissions, grouped as they appear in the Create Role dialog on the Roles tab of My Chapter. Admins have every permission. See Create roles and give them to officers.

Group	Permission	Lets them…
Chapter	View Chapter Dashboard	Open the chapter Dashboard. Each card still needs its own permission (charges, payouts, payments, budgets).
Chapter	View Roles	See the Roles tab: each role's name, description, and how many permissions and members it has. They can't edit or assign roles.
Members	Add new members	Add, import and invite members, manage join links, and approve join requests.
Members	Update Members	Edit member profiles, use a member's Actions menu, and manage custom fields.
Members	Manage Secondary Contacts	See, add and edit parents and other secondary contacts.
Members	View Secondary Contacts	See a member's Secondary Contacts tab, without changing it.
Charges	Create Charge Types	Create charge types; opens Charges.
Charges	Update Charge Types	Edit, archive and restore charge types.
Charges	Bill members	Charge members from Charges, a charge type, a group or Balances.
Charges	Update Charges	Edit charges already billed, such as changing due dates.
Charges	View Charges	See charge types and charges.
Transactions	Add Manual Transactions	Record offline payments and credits, and charge, credit or adjust a member from their page. Opens Balances and Payments.
Transactions	View Transactions	See Balances, Payments, and a member's charges and payments. With View Payouts, also see who paid in a payout.
Transactions	View HQ Invoices	See invoices from your national HQ.
Budgets & Ledgers	Manage Budgets	Create and edit budgets and the academic calendar.
Budgets & Ledgers	View Budgets	See Budgets.
Budgets & Ledgers	Manage Ledgers	Create and edit ledgers and budget categories.
Groups	Manage Groups	Create and edit groups.
Groups	Manage Group Membership	Add and remove members from groups.
Groups	View Groups	See groups.
Groups	View Group Membership	See who is in each group.
Payment Plans	Manage Payment Plans	Propose, approve, deny and cancel payment plans.
Payment Plans	View Payment Plans	See Payment Plans and a member's payment plans.
Payment Plans	Manage Payment Plan Templates	Create and edit plan templates.
Payment Plans	View Payment Plan Templates	See plan templates.
Payouts & Banking	View Payouts	See the Payouts tab of My Chapter and what's in each payout.
Payouts & Banking	View Payment Methods	Nothing you can see in the app today.
Payouts & Banking	Create Merchant Accounts	Nothing you can see in the app today.
Expenses	View Accounting Transactions	See Transactions (bank transactions).
Expenses	Create Accounting Transactions	Add bank transactions by hand.
Expenses	Update Accounting Transactions	Categorize and edit bank transactions, and import statements and CSV files.
Expenses	Delete Accounting Transactions	Delete bank transactions and undo a statement import.
Expenses	Manage Bank Connections	Connect bank accounts through Plaid, reconnect them, and turn syncing on or off.
Expenses	View Bank Accounts	See connected bank accounts.
Reimbursements	View Reimbursements	See Reimbursements.
Reimbursements	Manage Reimbursements	Approve or deny reimbursement requests.
Communications	Send Communications	Send announcements and texts, and share pay links.
Communications	View Announcements	See Announcements.
Compliance & Reports	View Compliance & Taxes	See Taxes. Only admins can file or mark a return as filed.
Compliance & Reports	View Reports	See Reports (Aging, Balances, Revenue by Charge Type).
Supporters	Manage Supporter Groups	See and manage supporters and supporter groups.
Supporters	View Supporter Groups	See supporters. The Supporters menu item only shows if they also have Manage Supporter Groups.

Always admin-only

Tasks, Banking, Store, refunds, a member's Permissions tab, and these My Chapter tabs: Plan, Admins, Reminders, Invoices, Payment Processing, SMS Segments, Archived Members. Only admins can create, edit or assign roles, add admins, or change the chapter's payout account.

Permissions

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Always admin-only