Staff

What are Staff?

Staff are Members that have been given a role within the Organization. In this case, a Role is a set of permissions that enable the Member to perform certain duties within Dive 365. Typically these Roles are associated with coaches, administrators, program directors, treasurers, and so on.

How does Staff work?

Staff are important players in any Organization. Staff are how Organizations will deploy and manage the people that facilitate the day-to-day operations of the Organization. From coaches to administrators, Staff will be able to perform their duties based on permissions that have been assigned to them through Roles.

When Staff are granted Roles, those permissions are granted in perpetuity until such time as the permissions are explicitly removed. For example, if a staff member is granted the role of "coach", they will retain that role and its permissions season after season until such time as another staff member with sufficient permissions removes that role. Roles can be added to, and removed from, staff members at any time.

Staff are invited to an Organization by an administrator. When an invitation is initiated, the administrator provides the email address and desired Role(s) of a Member. If the Member already exists in Dive 365, they will be assigned to the Organization and granted the given Role(s). If the Member does not exist, an email will be sent to the Member with a link to the Account service. When the invitee clicks the link, they will be required to sign up. Once the invitee signs up, their Member will be officially created and mapped to the Organization with the given Role(s). Those that have been invited but have not yet created a Member will be labeled as "invite pending" on the Staff page. This will enable administrators to resend invitations.

Roles

Role	Description
Account reader	Grants ability to view Accounts and Communications
Account contributor	Grants ability to manage Accounts and Communications
Member reader	Grants ability to view Members
Member contributor	Grants ability to manage Members
Semester reader	Grants ability to view Semesters, Sessions, and Classes
Semester contributor	Grants ability to manage Semesters, Sessions, and Classes
Program reader	Grants ability to view Programs
Program contributor	Grants ability to manage Programs
Level reader	Grants ability to view Levels
Level contributor	Grants ability to manage Levels
Staff reader	Grants ability to view Staff
Staff contributor	Grants ability to manage Staff
Payment plan reader	Grants ability to view Payment Plans
Payment plan contributor	Grants ability to mange Payment Plans
Registration category reader	Grants ability to view Registration Categories and Forms
Registration category contributor	Grants ability to manage Registration Categories and Forms
Agreement reader	Grants ability to view Agreements
Agreement contributor	Grants ability to manage Agreements
Organization reader	Grants ability to view Organization settings and Discounts
Organization contributor	Grants ability to manage Organization settings (including Merchant Account), Ledger Codes, and Discounts
Season reader	Grants ability to view Seasons
Accounting report reader	Grants ability to view accounting reports
Membership report reader	Grants ability to view membership reports
Global administrator	Grants ability to manage all settings

The "global administrator" role is not advised for anyone other than the Organization owner or designated survivor. Ideally, permissions are managed using the principle of least privilege.

Permissions

The "staff reader" Role is required to view Staff details. The "staff contributor" Role is required to modify Staff details.

How to guides

How to: Invite/Add StaffHow to: Edit Staff RolesHow to: Remove Staff