Settings Control Overview

This control gives the group manager the ability to assign another group member to be a group manager, as well as change the existing manager's permissions. By allowing a group manager to have this permission, he/she can assign other individuals as group managers whom then will have access to the group member's information, add new individuals to the group, etc. As a best practice, make sure to only assign this permission to trustworthy individuals. To see from a group manager's perspective how he/she can assign other individuals group manager permissions, please refer to Assigning a Group Member Permissions.

This control can be used for all three workflows (i.e., Corporate and Staff Management, Committee Management, and Chapter Management).  For step-by-step instructions on how to drop this control onto your e-Business website, please refer to Configuring the Settings Control.  

The group manager can assign the following permissions to a member of his/her group:

·            Online Group Manager
When checked, a web user becomes a group manager.

If the Online Group Manager checkbox is NOT checked, the fields below will not be enabled.

·            Edit Individual Profile
When checked, the group manager can edit individual group members' profiles on the web.

·            Edit Group Profile
When checked, the group manager can edit the group's profile on the web.

·            Add Individual to Group Profile
When checked, the group manager can individuals to the group on the web.

This only applies for the Committee Management workflow and the Corporate and Staff Management workflow. For the Chapter Management workflow, group managers are unable to add/remove individuals from their group. See Maintaining the Roster for Chapter Management for more information.

·            Remove Individual from Group
When checked, the manager can remove individuals from the group on the web.

This only applies for the Committee Management workflow and the Corporate and Staff Management workflow. For the Chapter Management workflow, group managers are unable to add/remove individuals from their group. See Maintaining the Roster for Chapter Management for more information.

·            Identify Group Manager
When checked, the group manager has the ability to assign another user in his/her roster group permissions, as well as change the existing manager's permissions from the web.

·            Place Order
When checked, the group manager can place orders for individuals in his/her group on the web.

Customer Impact

After setting up the Settings control, your group manager will see the control similar to the one displayed below.

Management Settings

If the group manager has permission to add management settings to a group member and/or has management settings, the page displays as shown below.

If the group manager does not have permission to add Management Settings to a group member, the page displays as shown below.

See Also:

·            For the back office configurations that are necessary before setting up this control, see Overview: Back Office Settings for Group Management.

·            To see the additional steps necessary in order for the Settings control to display on the web, see Additional Steps.

·            If you want an overview of how a group manager can assign permissions to another individual on their roster, see Workflows for Group Management.