The main purpose of Roles is to allow for efficient communication to groups of people and to manage access within the Manage Team area based on permissions.
Any parent or athlete on your team can be assigned to a role, so that you can group the people on your team, from assigning meet jobs to sending group emails.
➞ Watch our recorded webinar: ▶️ Training Video – Roles
» Note: Volunteer management, including jobs and shifts, is only available to Premium customers.
Covered in this Article:
- Accessing Roles
- Difference between Roles and Jobs/Shifts
- Types of Roles
- Creating Roles
- Administrative Permissions
- Using Roles for Communications, Restricting Job Signup, and Web Page Management
Roles are managed from the Roles tab in the Manage Team console.
Depending on your situation, there are options for how you can create different roles as described below.
Difference between Roles and Jobs/Shifts
Roles are different from Jobs in a number of ways, primarily having to do with time span—does it take place over the whole season or what is the level of responsibility?
At its simplest, a Role is a job that lasts all season, possibly done by the same person at each event. Coach, Treasurer, President, and so on. But a Role is also a group, so more than one person can be assigned to it—it can be for any grouping of parents that you need. Committees, Board Members, people who have paid to not volunteer… Another use for a Role is if your league requires training for volunteers for some jobs. Roles can be used in the recipients of communication as well.
Jobs are things that need to be done at a meet or event. Jobs have shifts, which determine when and who performs the task. For example, you might have a job “Age Group Parent” with shifts for each age group that needs wrangling & how many such wranglers are required for each age group. If your team splits shifts, i.e., there are early and late shifts, those are just additional shifts.
Types of Roles
➧ Team Role
Such as Coach, President, Timer Coordinator, Tent Parent Coordinator, Snack Bar Coordinator, Computer Rep, Hospitality, etc., which is usually filled by only one or two people and are not usually reset at the end of each season (as long as these individuals wish to continue with their roles).
➧ Season Role
Such as Timer, Ribbons, Tent Parent, Concessions, Stroke/Turn Judge etc., which are related to working a shift at an event; is filled by many people; and is usually reset at the end of each season. Teams usually only create "Roles" for these when collecting preferences during registration. Otherwise, jobs & shifts posted to each meet is used for signup during the season. ➞ See the Jobs and Shifts tutorial for more info.
➧ Committee Membership Role
Such as Timer, Ribbons, Tent Parent, Concessions, etc., when committee size is limited to ensure that volunteer effort is evenly divided. In this scenario, the more popular/easy jobs have small committees and only committee members can volunteer for that committee's jobs.
➧ Role Required for Job Signup
This feature is available to our Premium customers.
Some jobs require training before a person can sign up for them. One example of this is Stroke/Turn Judge.
➧ Role Exempt from Job Signup
This feature is available to our Premium customers.
Such as President, Announcer, Volunteer Opt-Out, etc., usually filled by a person whose assignment to that Role allows them to meet all minimum volunteer requirements.
➧ Acknowledgements Role
In this example, we will define Season Roles in order to allow parents to choose them as a volunteer preference during Registration.
➞ Step 1: To define a new role, click New Role.
➞ Step 2: Enter the name of the role, a description, and indicate whether this role's assignments are cleared out every season if they are usually reassigned to a new volunteer, or if it's a position where you know someone will be in the role for multiple years, leave this "This role is reassigned every season" box unchecked (see note below).
If "This role is reassigned every season" is checked: the person assigned in the current season is removed when the season is updated, and the role only displays on the seasons the person is assigned. The assignment is more of an intentional decision by an admin or maybe a Volunteer Coordinator from season to season.
If "This role is reassigned every season" is checked: the person remains assigned to the Role automatically when the season is updated, and the label displays on every season (past, present, future). Leaving this unchecked is beneficial to people who stay in a Role for many seasons, so they can access the areas they need to without a website admin having to reassign them each season. If anyone should not be assigned the next season, you'll need to remove them manually, so they will not get emails or access to areas they should not have.
» Note: Changing this setting once people have been assigned will not change how it works for those people, only newly assigned people. So if you want to change this you need to create a new role and can reassign anyone to the new one as appropriate. ➞ See Assigning Volunteers to Roles.
➞ Step 3: Next, enter the total number of people usually needed in this role during the entire season,
The features below are available to our Premium customers.
Determine how many points (if tracking) are given for members assigned to this Role, and if members assigned to the role are exempt from further volunteering.
Members assigned to volunteer exempt roles are allowed to skip the volunteer preference and job sign-up section during registration.
Some teams allow parents to pay a fee to opt out of volunteering. You can create a "Volunteer Opt-Out" role that can be marked exempt to create a volunteer opt-out option in the Acknowledgements section of the registration form. Be careful with this if you think many parents will gladly pay, so you're not left with a volunteering issue. Make the fee high enough to deter it.
» Important Points Note: The point setting is useful for teams that use points to determine volunteer commitment minimums by one person for the same job done over an entire season. BUT, if you are requiring a certain number of points during registration, that is a separate process. So, even if someone is assigned to a role worth X points, they will still need to fulfil your points requirement during registration. So you can either make the role exempt or create a separate registration form with a different point requirement for these people. It can be a private form if you want to just send it to them directly. (Volunteer management, including jobs and shifts, is only available to Premium customers.)
You can assign customized administrative permissions to each role, which can provide access to separate admin sections of your site. Any users assigned to that role will inherit the administrative permissions defined in that role.
➞ See Role-Based Permissions for details to set your permissions appropriately for each role you create.
Using Roles for Communications, Restricting Job Signup, and Web Page Management
Assigning people to Roles allows you to make communication groups, or to limit who can sign up for jobs (available to Premium customers) when you create a meet or an event. Once you have assigned volunteers to roles, you can send group emails based on the role name.
You can also define a job as requiring that a parent be assigned to a role before they're allowed to sign up for that job, and you can optionally assign specific roles to each web page to grant permission to edit the page.
➞ See Assigning Volunteers to Roles to learn how you can manage these options with your volunteers.
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