Assign the Community Manager user role

About the role

The Community Manager user role has the authority to create and manage new communities. The role can be assigned to multiple people in your organization.

Community: means a group of people (which we refer to as community members) whose community name uniquely describes them, distinct from employees, contractors, visitors or other communities in the account. Examples of a new community are:

• Residents - Describes people occupying units in an aged-care facility or people occupying units in a multi-family facility
• Students - Describes children attending a school or any form of education service provider facility
• Volunteers - Describes people providing a volunteer service to the client

In the Community Manager, there are two user roles:

• Global - The user can create and manage any community in the account
• Limited - The user can only select from a list of communities and locations

  • Access the community manager tool

  • Cannot create new communities

  • See a full list of communities

  • Can only edit the communities selected for them in their user role

  • Access to view the communities report, but can only filter for the communities and locations assigned to them

  • Access Locations

  • Access to create, view, delete, and edit community members for the communities assigned to them

Assign the user role

To assign the user role: 

1. Go to Tools > User Roles.
2. Find the person you wish to assign the role to.
3. Click Manage Roles next to the user’s name.
   
   
4. Scroll down and select Community Manager.
   
   
   
   
5. Click Assign Roles.