Overview
The User Role determines what privileges individuals in your organization have in the RecDesk Director application. The different roles and capabilities are outlined in the table below.
|
League Manager |
View Calendar Only |
POS Cashier | POS Shift Manager | Check-In Attendant | View Only | Associate | Assistant Director | Finance | Director | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dashboard | |||||||||||
| View Flex Calendar | * | * | * | * | * | * | |||||
| Programs | |||||||||||
| View Program | * | * | * | * | * | ||||||
| Add/Edit Program | * | * | |||||||||
| View Schedule | * | * | * | * | * | ||||||
| Edit Schedule | * | * | |||||||||
| View Roster | * | * | * | * | * | ||||||
| Edit Roster | * | * | * | ||||||||
| Override Fee Amounts | * | * | |||||||||
| Memberships | |||||||||||
| View Memberships | * | * | * | * | * | ||||||
| Add/Update/Renew Memberships | * | * | * | ||||||||
| Override Fee Amounts | * | * | * | ||||||||
| Facilities | |||||||||||
| View Facility | * | * | * | * | * | ||||||
| Add/Edit Facility | * | * | |||||||||
| View Facility Usage | * | * | * | * | * | ||||||
| Reservations | * | * | * | ||||||||
| Override Fee Amounts | * | * | * | ||||||||
| Members | |||||||||||
| View Member | * | * | * | * | * | ||||||
| Add/Edit Member | * | * | * | ||||||||
| Add Credentials | * | * | * | ||||||||
| Remove Credentials | * | * | |||||||||
| View Member History | * | * | * | * | * | ||||||
| Merge Member | * | * | |||||||||
| Move to Existing Household | * | * | |||||||||
| Move to New/Own Household | * | * | |||||||||
| Link to Another Household | * | * | |||||||||
| Online Account Approval | * | * | |||||||||
| Registration | |||||||||||
| Add New Registration | * | * | * | * | |||||||
| Override Fee Amounts | * | * | |||||||||
| POS | |||||||||||
| View Items/Locations | * | * | * | * | * | ||||||
| Edit Items/Locations | * | * | |||||||||
| Transact Sales | * | * | * | * | * | ||||||
| Process Returns | * | * | * | * | * | ||||||
| Override Prices | * | * | |||||||||
| Apply Discounts | * | * | * | * | * | ||||||
| Voids | * | * | |||||||||
| Open/Close Register | * | * | * | ||||||||
| Shift Report | * | * | * | ||||||||
| Check-In | |||||||||||
| Facility Check-In's/Drop-In's | * | * | * | * | * | * | |||||
| Self Check-In | * | * | * | * | |||||||
| FlexForms | |||||||||||
| Add/Edit Forms | * | * | |||||||||
| Leagues | |||||||||||
| View Leagues | * | * | * | * | * | * | |||||
| Create New League | * | * | * | ||||||||
| Add/Edit Teams | * | * | * | ||||||||
| Assign Players to Team | * | * | * | ||||||||
| Create/Edit Schedule | * | * | * | ||||||||
| Edit Standings | * | * | * | ||||||||
| Admin Functions | |||||||||||
| View Users | * | * | * | * | |||||||
| Add/Edit Users | * | ||||||||||
| View Custom Lists | * | * | * | ||||||||
| Add/Edit Custom Lists | * | * | |||||||||
| Add/Edit GL Codes | * | ||||||||||
| View Organization Profile | * | * | * | ||||||||
| Edit Organization Profile | * | ||||||||||
| Edit Member Profile Required Fields | * | ||||||||||
| Money | |||||||||||
| View Payments | * | * | * | * | * | ||||||
| Receive New Payments | * | * | * | ||||||||
| View Settlements | * | * | * | * | * | ||||||
| Issue Refund | * | * | |||||||||
| Edit Refund | * | * | |||||||||
| Edit Member Profile Required Fields | * | ||||||||||
| Copilot | |||||||||||
| View Members | * | * | * | ||||||||
| Programs | * | * | * | ||||||||
| Take Program Attendance | * | * | * | ||||||||
| View Memberships | * | * | * | ||||||||
| View Reservations | * | * | * | ||||||||
| View Leagues | * | * | * | ||||||||
| View Facilities | * | * | * | ||||||||
| View Calendar | * | * | * | ||||||||
| Add/View CRM+ Notes/Tasks | * | * | * | ||||||||
RecDesk Administrative User Roles:
Directors - Can perform ALL functions in RecDesk.
Assistant Director - Can perform all functions EXCEPT for Adding/Editing RecDesk Users and Add/Editing GL Codes to Manage Custom Lists.This is the lowest role necessary to help Build within RecDesk and be able to perform Refunds and Voids.
Associates - Can put members into the system and enter them in programs, memberships or reservations. They can also process Check-In's and POS transactions. They CANNOT assist in the building of the system nor can they perform a REFUND or VOID.
View Only - Can View information across the Director site but they cannot add, edit or change existing information.
Check-In Attendant - Only has access to the Check-In screen. They can set the system to Self Check-In or Check members into a facility. During a facility Check In they will be able to Drop members into Programs and collect/record payment.
POS Cashier - Only has access to the POS screen. Can process POS transaction Sales and Returns
POS Shift Manager - Only has access to the POS screen. Can process POS transaction Sales and Returns. They can also Open/Close registers and print a shift report