As a staff user, you can assign the Committee Administrator role to non-Staff members of your committees. Committee Administrators are then able to assign the Committee Administrator role to other committee members. Committee Administrators can do the following:
- Add committee members (existing contacts and new contacts)
- Assign Committee Administrator role to an existing member (by adding an additional role for a committee member)
- Update committee membership details
Note: Committee Administrators must have Read permissions for the existing contact in order to add them to the group.
In This Article
- Assigning a Committee Administrator role to a committee member
Committee Administrator responsibilities
Assigning a Committee Administrator role to a committee member
Do the following to assign a Committee Administrator role to a committee member:
- Go to Community > Committees.
- Select a committee.
- Click Add a member position.
- Search for the committee member you wish to make a committee administrator.
- Select the Committee Administrator role from the Position drop-down.
- Choose a Term Start and Term End date for the committee member's term.
- Click Save & Close.
Committee Administrator responsibilities
This chart compares the responsibilities between the Company Administrator, Committee Administrator, and Chapter Administrator.
Company Administrators can perform actions on records linked to the company for which they are the administrator. Chapter Administrators can perform actions on records within a given chapter. The Chapter Administrator role requires a Group Admin license. For more information on these roles, see Managing iMIS security settings.
Note: System administrators have access to everything in iMIS, such as assigning logon credentials and user types (Public, Casual, Full), adding roles and groups, assigning access for staff users, assigning the System Administrator role to other users, and disabling user accounts.
| Company Administrator | Committee Administrator | Chapter Administrator
|
|---|---|---|
| License required? | ||
| No | No | Yes - Group Admin license |
| Can add contacts to the group? | ||
|
Yes
Note: Duplicate checking is not performed, and the administrator cannot search to determine if the contact already has an account. This is to ensure company administrators do not have access to contacts they should not have access to. |
Yes |
Yes, when Allow staff to manage chapter memberships directly from member list is enabled (Settings > Membership). It is only recommended to enable this setting if all chapters are complimentary. If setting is disabled, No. |
| Can edit contacts in the group? | ||
| Yes | No | Yes |
| Can edit the group/organization? | ||
| Yes |
No | No |
| Can add new roles? | ||
| Yes | Yes | Can add the Chapter Administrator role only. |
| Can edit roles? | ||
| Yes – Can edit the Member and Company Administrator roles only. | Yes – Add a Term End date to the existing role, then add a new role for the same member. |
Yes, when Allow staff to manage chapter memberships directly from member list is enabled (Settings > Membership). It is only recommended to enable this setting if all chapters are complimentary. If setting is disabled, No. |
| Can delete roles? | ||
| Yes | No |
Yes, when Allow staff to manage chapter memberships directly from member list is enabled (Settings > Membership). It is only recommended to enable this setting if all chapters are complimentary. If setting is disabled, No. . |
| Can assign the role to other members? | ||
| Yes – To other members in the company roster. | Yes | Yes |
| Can edit relationships on member account pages? | ||
| No | No | No |
| Can select other queries or email? | ||
| No | No | No |
| Can pay invoices and renewals for members? | ||
| Yes – Can also join on behalf of non-member contacts in the company, and the invoice can be billed to the company. | No | Yes – Can pay invoices and membership renewals for members. The invoice cannot be billed to the chapter. |
| Can register members for events and bill registrations to the organization? | ||
|
Yes – Can only register members for events that are in their primary organization. Cannot see members from any other company for which they are also a Company Administrator. |
No | No |
| Can make donations on behalf of contacts? | ||
| No | No | No |