User Roles

A user is anyone who can log in and access your instance of Impexium. This can include both association staff and non-staff (members, non-members, etc.). Not all users have a user role.

A role gives a user the ability to see additional system options and settings. You can also hide areas of the system from certain role types. All association staff require a role of some type for the ability to work in the system.

There are several standard roles in Impexium.

Note: Custom roles can and should be created based on your association's needs.

• No Role: Users with no role can only take actions normally required of ordinary customers and members. This can include things like accessing their My Profile page, purchasing products, viewing directories, etc. For the majority of associations, all non-staff users should NOT have a role.

• Staff: These users work for your association. The Staff role should be assigned to all staff, in addition to any other role(s) they might be assigned. Certain permissions (such as page content visibility settings and "staff"-centric configurations options) are connected with the staff role.

• Administrators: These users have administrator access and can view and make changes to most areas of the system. Best practice is to give admin access to just a few users responsible for making changes to the configuration of your instance of Impexium, who have a good understanding of the effects of those changes, and who are willing to test any configuration changes in the Sandbox prior to implementing them in the Live site. It is NOT recommended that any edits be made to this role.

• Chapter Administrator/Staff: These roles are used ONLY by clients using enhanced chapter functionality and who wish for their chapter members to log in and access deeper areas of Impexium. Please contact support@impexium.com with any questions if you are unsure whether your association is using this configuration.

  Example:
  An association has chapters across the united states, and they want to allow a designated user from each chapter to carry out high-level actions on behalf of their chapter, including setting up a local event for chapter members. They assign the Chapter Administrator role to these users, ensuring that they have access to all permissions that the association has determined are permissible for chapter users in the system. While users with a Chapter Administrator role can be configured to take high-level actions like setting up a product, an association can also configure lower-level access to the Chapter Staff role, possibly allowing such users to only do things like run a query on chapter activity or purchase a chapter product.

Caution: While the existence of these roles is standard, it is possible for an administrator on your team to edit them. Consult with your team Impexium administrators to determine whether these roles are no longer of the standard configuration, and if so, the permission levels that these roles now enable.