Roles & permissions
The built-in roles, building your own custom roles, and scoping a role to a single squad so a captain manages their group and nothing else.
A role is a bundle of permissions you give to a member. It decides what they can see and do in your club. Only an Admin can create roles or change permissions.
For the full mental model - how permissions, scopes and groups fit together - read Roles & permissions in Concepts. This page is the practical how-to.
The built-in roles
Every club starts with four system roles you can assign right away:
- Admin - full control of the club, including settings, billing and other people's roles.
- Committee - manage members, memberships, finances and day-to-day administration.
- Coach - coaching tools: sessions, lineups, attendance and athlete analytics.
- Member - the standard member: sign up for outings, log training, view the directory.
These cover most clubs. When you need something more specific, build a custom role.
Build a custom role
Go to Manage → Roles and choose New role. Give it a clear name (for example Captain or Welfare Officer).
Tick the permissions it should include - each one is a capability like "Manage memberships" or "Manage attendance".
For each permission, choose a scope that says how much it applies to:
- Own - only their own data.
- Group - only members of a group they're attached to.
- All - everyone in the club.
- Global - a club-wide capability that isn't tied to specific people (these have no narrower scope).
Save the role, then assign it to members from their record or in Members.
Scope a role to one squad
The most common custom role is a squad captain - someone who can do coach-like things, but only for their own squad. This is what group scope is for.
You can also attach a role to a group Position (like "Captain" or "Secretary"), so whoever holds that position automatically gains the permissions - see Groups & positions.
A role with all or global scope can affect every member in the club. Reserve broad scopes for people who genuinely need them, and prefer group scope for captains and squad-level helpers.
Members & invites
Invite members individually or in bulk, assign a role on invite, and manage statuses, custom fields, membership numbers and the directory.
Groups & positions
Squads, committees and social groups - creating them, setting their roles and positions, and showing coloured badges on members.