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Admin access in GroupFlow is given one permission at a time. Give your board members, officers, and co-organizers accounts of their own, then hand each of them only the parts of the Admin Dashboard they need. Two things have to be true before someone can open the Admin Dashboard: their account status is Active Member, and they have at least one admin permission. Neither one alone is enough.

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Adding a leader

1

Open Member & User Accounts

In the admin menu, go to Members & Users › Members & Users, then press the + button at the top of the page.
2

Enter their name and status

Enter their Name. Under Account status, choose Active Member.
3

Enter their email address

Under Contact, enter their Email address. This is the address they’ll log in with, so it has to be one they can read mail at.
4

Choose their permissions

Under Admin Permissions, turn on each permission they need. See the table below.
5

Create the account

Press Create User Account.
Creating the account sends them nothing. The form says so: “This does not send an email to the member.” Tell them yourself that their account is ready, and send them your group’s website address.

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What each permission opens

GroupFlow’s admin permissions are named for areas of the dashboard, not for job titles. Give a treasurer Finances, a newsletter editor Group Announcements, and so on. There are eight of them, and Admin Permissions lists what each one opens. The two to know before you start: Content Management covers the whole website, including Edit Mode, and Superuser has the access of all the others combined — keep that one for the people who run the group. Permissions apply only to active members. A non-member or an inactive member keeps their permissions on record, but they can’t reach the Admin Dashboard until their status is Active Member again.

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Changing someone’s permissions later

1

Open their account

In the admin menu, go to Members & Users › Members & Users and open the person’s record.
2

Find Admin Permissions

Open the Edit details tab and scroll to the Admin Permissions section.
3

Save

Turn permissions on or off, then press Save changes.

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Team email subscriptions

Separately from permissions, GroupFlow sends some of its own notices to admin teams — forum moderators hear about topics awaiting approval, the Calendar Team hears about new draft events. Adding someone to a team subscribes them to those messages. In the admin menu, go to Members & Users › Admin Emails to open Team Email Subscriptions. Choose a team under Select Team, then find the person under Select Member. There are four teams:
A team is an email list, not a permission. As the page itself says, adding someone to a team’s email list “does not grant any admin access.” Set permissions on the member’s record, as above.
You can also subscribe someone while you’re editing their record, under Team Email Subscriptions.

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Their first login

Send your new admin to your group’s website and have them log in. On the Account Login screen they enter the email address you gave the account; on the next screen they can either enter a password or press Send login code and enter the code that arrives by email. Once they’re in, Admin dashboard appears in their account menu. They’ll see only the sections their permissions open.

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What’s next

Members & Profiles

Member statuses, profiles, and the member directory in full.

Setting Up Member Dues

Membership plans, prices, trials, and renewal.