Go to the section Management > Permissions.
The EOS platform is divided into two parts: Member zone and Management section. In the module Permissions you set access to the individual modules, primarily for the Management section (with one small exception – the permission for All walls, which concerns the Member zone only, see below).
There are three basic levels of rights a member can have:
a regular member who is not staff in any team/group = basic access to the Member zone only
a member who is staff in some team/group = also access to the Member zone only, but access to more data (e.g. managing attendance or the subgroups of their team, sensitive data of the members in their team – birth date, contact details)
a member who has been assigned some permission within the module Permissions = access to the relevant modules in the Management section
In the module you will find the predefined permission Main administrator. This permission cannot be edited in any way and is intended for those people in the organization who are to have read and write access to the entire platform.
You can, however, create any number of further, custom permission levels where you define exactly which rights apply to them.
In the top right corner of the screen, click the button with the icon “+”.
Set the Name of the new permission (e.g. Coaches, Accountants, Communication manager, …)
You can describe the purpose of this permission in the Description.
Select the Access scope, which defines the data a member with this permission gains access to. It applies to the modules: Members, Teams and walls, Rosters / Group composition, Events, Requests, Documents, Mailing.
complete access – authorizes the member to access all data within the entire organization
limited access – authorizes the member to access only the data of members within the teams/groups they administer = they are listed as staff in the team roster / group composition
Granting access to the modules Planning calendar, Payments, Transactions, Member accounts, Consents, Places, Permissions, Settings, Platform configuration, Seasons, Banners, Logs, Signups, Member types, Assets, Partners and others gives the member the right to view or manage all data within the module. Access to these modules therefore does not depend on the setting of the Access scope.
The permission for the module All walls gives the member access to all communication walls within the Member zone only and has no effect on the section Management.
Then set the specific rights for the individual modules:
No access – no access to the given module
Read – the member will be able to read and view data within the given permission, but will not be able to edit anything
Read and write – the member can both read and edit data within the given module
Press the button Save.
In the overview in the section Management > Permissions open one of the permission levels you have created. Click the tab Members where you assign the members who will have the rights defined in the tab Rights.
Start typing the name of the member you want to assign the permission to in the search field.
Click their name.
An add-on feature suitable mainly for larger organizations divided into several units that require separate management. You will find out more in a separate article.
Extended permissions for larger organizations
The extended permissions feature is intended for larger organizations that are divided into several units and need to handle part of the agenda separately, while at the same time keeping central oversight and control. A typical example is organizations with a more complex structure and hierarchy, such as Sokol or other large membership organizations.
A brief description of what the individual modules and access to them bring.
Management of the member database including their representatives. The module provides all the stored information about individual members that the given person is allowed to see. It can also be exported. It is therefore probably the most sensitive place in the platform. Consider carefully who you grant access to the module.
Management of teams and the option to configure their communication walls in the Member zone. You can also set the behaviour of teams for your EOS website.
Assigning members and staff to teams/groups, including other related settings. In combination with the Member accounts module, a member with this permission can also set rewards for team staff.
Management of events (creation, imports, changes, cancellations) and calendars and also work with event participants or bulk attendance exports.
Management of requests from members to administrators or the other way round (new registration, data change, submitted document, custom request). In combination with the Settings module, also management of request categories.
Management of documents (uploading, determining who they will be visible to, whether they are active, deleting) that are shared with the entire organization or with individual teams – depending on who the member has access to.
Sending messages to the entire organization, to individual teams or, for example, only to the representatives of members from selected teams – depending on who the member has access to. These are bulk e-mails (not posts on team/group walls).
A graphical overview of all events across the entire organization. A member with this permission can manage only those events to which they gain access through the Events module.
Management of payment groups and specific payments for members and non-members. Together with the permission for the Events module, payment groups can be assigned to specific events. The rights for working with transactions that are paired with payments (e.g. downloaded via API from a bank account) are set separately.
A separate permission for managing transactions that are downloaded automatically via API from bank accounts or created manually. Pairing transactions with payments requires write permission for both the Transactions and the Payments module.
Management of the virtual accounts of members, used for granting and tracking rewards, overpayments or, for example, fines. In combination with access to the Rosters / Group composition module, the member can additionally set rewards for team staff.
Management of consents, including an overview and management of the individual consents granted by members. Option to export granted consents.
A database of places that are assigned to the events of your organization created in the Events module.
Management of the permission levels for access to the modules within the platform, including assigning members to individual permissions. Only the closest management of the organization should have access to this module.
In combination with individual modules, this permission gives you the option of further settings for those modules. To make changes, you need write permission for both modules. For example, the combination of permissions for Settings and Payments (both for writing) gives the member the option to create and manage bank accounts and cash registers, banking APIs and payment tags.
A view of the basic data about the organization and its management, extended configuration of the platform.
Management of the seasons in which the organization may (but does not have to) operate. With at least read access, a member with this permission can browse the history of seasons in the Member zone.
Management of the graphical banners displayed on the individual walls of the Member zone, including an overview of basic display and click-through statistics.
Access to the change history in the records of individual modules and also an overview of all e-mails sent from the platform, available in Management > Overview.
Creating and managing signup forms, their steps and the approval of participants – both members and applicants from the general public.
The option to manage the pairing with FIS – automatic downloading of match data into the platform. Also synchronization of the list of coaches, referees, delegates and club managers with a Český florbal licence.
Management of the assets of the organization. In combination with the Settings module, also management of asset categories for better sorting and filtering.
Management of partners and their offers for the members of the organization.
Access to all communication walls in the Member zone, with the option to manage the content of walls and notice boards. The permission comes in handy when a member does not generally have access to all teams, but needs to see all communication walls or be able to manage/moderate them.
Managing Permissions requires read and write permission for the module Permissions.
