What are the different types of user roles?
Created by: Pat Crosscombe
Modified on: Wed, 22 Jul, 2020 at 4:39 PM
Super Admins have the most complex role and the highest level of access. Super admins set up the overall organization and can add or remove all types of users. Super admins are responsible for setting up the organization. The super admin has the capacity to add or remove anyone from the organization. Super admins are automatically Admins and can add or remove directors, officers, recording secretaries, and stakeholders. It is advisable to have at least two people in this role.
Board Admins have the next most complex role and the 2nd highest level of access. Board Admins can add or remove directors and officers, and recording secretaries. Admins are responsible for setting up a board or committee. An admin has a similar responsibility as a super admin, except that it is for a specific board or committee.
The Recording Secretary is the person that is responsible for taking minutes. The recording secretary plays a critical role on a board of directors. This individual is responsible for preparing meeting agendas, drafting meeting minutes and making the final changes before approving the minutes.
Officers are members of the board of directors of the organization. They are the people that make the decisions. Officers are non-voting members of the board.
Officers are non-voting members of the board of directors of the organization. Directors are voting members of the board.
Managers include property managers, executive directors, CEOS, and others who work very closely with the board of directors but are not a member of the board. Managers do not vote. Managers work very closely with the board of directors and have access to the records of the organization. They attend board meetings and can be assigned actions.
This includes lawyers, auditors, accounts, or engineers. Do not add a property manager as a professional (property managers are, of course, professional, but not in the way that BoardSpace assigns their role). y
At a condo, HOA, coop, or community association these users are residents or owners. For a non-profit, these users are members of the organization. For a for-profit corporation, these users own shares in the corporation. These people belong to the organization and need access to records such as minutes and documents.
The attached document shows in detail the access each role has.
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