Admin

Roles

Create roles that give different groups of members the permissions they need

How roles work

Roles control what each member can do in Greek Connect. Every member has a role, and each role sets permissions for every feature. Admins can create as many custom roles as they need, such as a "Rush Chair" role with rush admin access or a "Member" role with basic permissions.

Built-in Admin role

The Admin role is built in and can't be deleted. Admins have full access to every feature, plus the admin-only pages: Roles, Member Management, Chapter Settings, Profile Settings, and Feature toggles. Give it to executive board members who need access to everything.

Creating a role

Go to Admin → Roles and tap the + icon. Name the role and pick one permission level for each feature. Then assign it to members from the Member Management page.

Permission levels

Each feature has up to three permission levels:

  • User: View-only access. They can see content assigned to them but can't create or manage anything.
  • Creator: Can create items and manage the ones they authored, but can't edit or delete other people's items.
  • Admin: Full access. Can create, edit, delete, and manage every item, no matter who created it.

Feature permissions

Announcements

  • User: View announcements targeted to their member status.
  • Creator: Create announcements and manage their own.
  • Admin: Create, edit, pin, and delete all announcements.

Calendar

  • User: View events matching their member status. RSVP and sign in.
  • Creator: Create events and manage their own. Cannot edit others' events.
  • Admin: Create, edit, and manage all events. Access attendance analytics and excusal management.

Drive

  • User: View files and folders matching their member status.
  • Creator: Upload files, create folders, and manage their own items.
  • Admin: Full file management: create, edit, move, and delete any file or folder.

Expenses

  • User: Submit receipts, view their own, and delete their own pending receipts.
  • Admin: View all receipts, approve, reject, mark paid, revert, recategorize, and delete them, manage expense categories, use the admin dashboard, and generate PDF reports.

Meals

  • User: View meal plan and place orders (if enrolled).
  • Admin: Manage menus, meal plans, and view all orders.

Messages

  • User: View conversations they've been added to.
  • Creator: Create new group conversations.
  • Admin: Create and manage all conversations, including editing membership.

Points

  • User: View point systems matching their member status and see leaderboards.
  • Creator: Create point systems and award points in systems they manage.
  • Admin: Full control over all point systems, awards, and analytics.

Polls

  • User: View and vote on polls matching their member status.
  • Creator: Create polls and manage their own. View results for polls they created.
  • Admin: Create, edit, open/close, and delete all polls. View all results.

Rush

  • None: No access to rush. Feature is hidden.
  • View: View PNMs, vote, and leave comments during active rushes.
  • Admin: Create and manage rushes. Add, edit, and delete PNMs. Manage interviews and voting settings.

Tasks

  • User: View and complete tasks assigned to them. See personal status only.
  • Creator: Create tasks, manage their own, and archive tasks they authored.
  • Admin: Full task management: create, edit, delete, and archive any task, approve and deny submissions, and set task defaults.

Alumni

  • User: View alumni directory and profiles.
  • Admin: Manage alumni settings and directory.

Default role

One role can be the default. New members who join through an invitation or the join link get it automatically. To set it, tap the menu icon on a role card and select "Set as Default."

Editing a role

Tap a role card to edit its name and permissions. Changes apply right away to everyone with that role, and you can rename a role without touching its permissions.

Deleting a role

Tap the menu icon on a role card and select "Delete." Anyone who had that role will need a new one. The Admin role can't be deleted.

Tips

  • Create a "Member" role with User-level access for general members, and a "Board" role with Creator/Admin access for officers.
  • Use the Admin role sparingly. It grants access to everything, including deleting members and changing chapter settings.
  • For a position like Rush Chair or Treasurer, create a role with Admin access for that one feature (for example, Rush Admin and User for everything else).