Each person can be given the ability to perform one or more roles in order to view, edit, and add entries. Each role can control one or more modules and each person can be given multiple roles. The coho role is the base role needed by everyone to view the pages on the site after they sign in. The people role is necessary to edit the People list, add Members, and set up their roles. The admin role allows a person to edit global site settings as well as anything that can be done by all the other roles.
| Role | Description |
|---|---|
| coho | can view all pages requiring a password to log into the private sections of the site. Everyone should have this role. |
| guest | this roles is for people who are not members but can view some parts of the site with limited functionality. People with the guest role should not have the coho role. |
| docs | can add, edit, and delete files on listed on the Documents page. |
| groups | can configure the Groups (teams and committees). |
| can add, edit, and delete Email lists. | |
| people | can add, edit, and delete People and Household pages and can assign roles. |
| accounting | can make entries and modify the account, budget, and transaction data on the Accounting page. |
| admin | can do all roles and can modify the settings for the site and backup the database and files. |
| calendar editor | can add/edit/delete any calendar event on any calendar |
Roles are set using the list at the bottom of the Add Person form. To reach this form click on the popup menu in the upper right and select Edit People. On the list of People, add or edit a person. Scroll to Roles in the bottom section, click on Add, and choose the role from the dropdown menu.
Roles are configured on the Edit Site page (admins only). This page shows the current roles and the people who have them. You can add new roles that can be used to configure some modules that have a setting for requiring a role for certain functionality. You can also delete roles that have previously been added (built-in roles can't be deleted).