Member Splash comes pre-configured with four standard user roles that make it a breeze to provide controlled access to your club’s data: Board, Manager, Staff and Member.
Users vs Account Members
An important concept to understand is the difference between users and members. Every membership account in Member Splash consists of at least one member. Even though each member of an account’s information is tracked individually, they share a single account and a single account login. You can think of the account as being the “user” and the members as being extra data linked to that user.
Member Splash automatically creates one user account for each of the three non-Member user roles. These users are not tied to an account. In this image the large circles represent users — there is a login and password for them and they can be used to access the site. The smaller circles represent members, there is no login or password, they only track information linked to the account.
Default Permissions
Member Role: There is only 1 level of access for members
All of your club members are assigned the user role Member. When someone logs in with that role they only have access to the front end of your site. They can only see the information on their own account.
Administrative User Roles: Your account comes with three default User Roles that are set up for you during onboarding. Each Role has many preset capabilities and authority.
Board Admin: Users with the Board role are granted full permissions. When they log in they are automatically taken to the admin dashboard. They have the ability to go back and forth from the front end of the site to the admin side. They have the ability to view and manage member data, payments, the front desk checkin system, emails and any additional features that are included in your service plan, such as the ability to post events or add new pages. This is the Highest Level of access.
Board Default Capabilities: All
Manager Admin: Users with the Manager role typically have a subset of the permissions the Board users have. Board members can customize the Manager role to give them as much or as little access to the system as needed.
Manager Default Capabilities: Front Desk, Point of Sale, Accounts, and Point of Sale Manager
Staff Admin: The Staff user role is customizable as well. The role is typically configured to be extremely limited and meant for front desk attendants. The key information they might need to know — such as contact info. for parents or guardians should there be an emergency — is visible from the check-in screen.
Staff Default Capabilities: Front Desk and Point of Sale Only
Managing Board Members
Typically a club will want to grant certain board members access to Member Splash. A membership chair would need to be able to access the member account and payment information. A social chair might need to be able to post events and manage event reservations.
User Role Capabilities
Board level admins have the ability to grant and revoke capabilities for each user role. Let's review the capabilities:
Accounts: Allow viewing, editing, creating and deleting club membership accounts and the members attached to those accounts. Also allows managing account notes, account types and account tags. Available to: Basics, Essentials, Premium
Email Accounts: Allows creating and deleting club email accounts and fowarders (aliases). Note: Your club must be using our email servers for this to be applicable. Available to: Premium
Email Campaigns: Allows creating and sending emails to segmented member lists.
Available to: Essentials, Premium
Events: Allow adding, editing and deleting events. Available to: Essentials, Premium
Forms: Allows creating, editing and deleting forms; viewing, editing and deleting form entries and entry notes; exporting form entries; and configuring forms to accept payment (Example: creating a form for swim lessons that allows members to pay online). Available to: Basics, Essentials, Premium
Front Desk: Assigned to the staff role by default. Allows accessing the check-in, reservations, photos and visits screens. Available to: Basics, Essentials, Premium
Google Integration: Allows syncing form entries to Google Sheets. Available to: Essentials, Premium
MailChimp: Allows creating and sending MailChimp emails, configuring settings and performing batch syncs. Available to: Basics, Essentials, Premium
Media: Allow uploading, editing and deleting images and files like PDFs. Available to: Basics, Essentials, Premium
Member Splash Settings: Allows changing various Member Splash settings regarding things like required account fields, accepted payment methods, guest credit usage, etc. Granted to the board role by default. Available to: Basics, Essentials, Premium
News Tickers: Allow creating, editing and deleting news tickers (scrolling updates that can be placed in various spots on the website and assigned scheduled start and stop dates). Available to: Premium
Pages: Allow adding, editing and deleting pages. Available to: Essentials, Premium
Payments: Allow access to all functions connected to payments: setting up products; viewing orders; recording receipt of check payments; etc. Available to: Basics, Essentials, Premium
Point of Sale Staff: Allows creating and editing point of sale orders. Available to: Essentials, Premium
Point of Sale Manager: In addition to creating and editing point of sale orders allows deleting orders and configuring point of sale settings. Available to: Essentials, Premium
Posts: Allow adding, editing and deleting posts. Available to: Essentials, Premium
Reports & Exports: Allow accessing the accounts, members, payments and transactions reports and exporting to CSV. Available to: Basics, Essentials, Premium
Reservations: Allows full management of the reservations system including viewing and editing reservable facilities, creating special events, viewing existing reservations and adding and deleting reservations for members. Available to: Basics, Essentials, Premium
Support: Access to the built in support system. Available to: Basics, Essentials, Premium
Users: Allow creating and deleting staff and board accounts (not member accounts) and assigning a user role. Example: Creating a new user account for a club manager and assigning the Manager role. Available to: Basics, Essentials, Premium
Visits: All admin users can access the visits reports screen. This permission allows the selected role(s) to edit and delete visits. Available to: Basics, Essentials, Premium