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Your role explained

GreekManage tailors what you see based on your role. A single person can have different roles in different contexts — for example, a member of one chapter who is also an officer in another, or a chapter member who also holds a Foundation Editor seat. The app keeps these separate.

Core roles​

Chapter Member​

The default for anyone who's been added to a chapter. You can:

  • View your dashboard, profile, and member directory
  • Post in Engage forums (subject to moderation rules)
  • Vote in chapter elections
  • RSVP for events and view photo albums
  • Take learning courses and earn certificates
  • Use the AI chatbot
  • Propose your own Big-Little relationship (subject to approval)

You cannot approve other members, change dues, or moderate forums.

Chapter Officer (or President)​

Officers run day-to-day operations. In addition to everything members can do, officers can:

  • See an Approvals queue for member changes
  • Create and run chapter elections
  • Submit compliance requirements
  • View chapter-level billing and pay chapter invoices
  • Post bulletins
  • Moderate Engage threads in their chapter
  • Create and edit events

President is a chapter officer with the same permissions plus a "President" badge.

Regional Admin​

Regional admins oversee a group of chapters. They can:

  • See all chapters in their region
  • Approve escalations from chapter-level (e.g. Big-Little proposals from officers)
  • Run regional Engage forums
  • Track regional compliance and elections
  • View regional retention/analytics surfaces

Org / National Admin​

Org admins manage the entire national organization. They can do everything regional admins can, plus:

  • Create, suspend, and activate chapters
  • Create regions and assign chapters to them
  • Configure dues, compliance programs, custom fields, and consent templates
  • Run org-wide Engage and bulletin posts
  • Author elections and learning courses
  • Bulk-import members via CSV
  • Export data and view audit logs
  • Toggle modules on/off

Platform Admin​

Platform admins are GreekManage staff. They can:

  • Create new tenant organizations
  • Manage platform admins
  • Configure platform-wide settings (default AI provider, embedding index, etc.)
  • View platform-wide audit logs
  • Run backups and full data exports

This role is rare and not visible to customers' org admins.

Module-specific roles​

Foundation Admin / Foundation Editor​

When the Foundation module is licensed, an org admin can grant Foundation roles independently of the core roles:

  • Foundation Admin — full control over funds, campaigns, donors, bulletins, payment processor config, and tax receipts.
  • Foundation Editor — author/edit access without admin-only settings (processor config, role assignment).

A Foundation Admin/Editor is not automatically an org admin and vice versa — these are scoped strictly to the Foundation module.

Membership status (not a role)​

In addition to roles, every chapter membership has a status that reflects standing:

  • Active — full chapter member
  • Pledge / new member — pledge / new-member period
  • Inactive — temporarily inactive
  • Alumni / Active Alumni / Lifetime Alumni — graduated; eligible for the Alumni module (directory, mentorship, career board, alumni-only forums)
  • PNM — prospective new member; limited or no platform access
  • Disaffiliated — left the org; blocks access

Statuses are different from roles. For example: you can be a Chapter Officer with status Active, or a Chapter Member with status Alumni. The Alumni module's surfaces appear once your status is one of the alumni values, regardless of role.

Chapter Advisors​

Faculty/staff advisors are stored as contact records in v0.62.1, not user accounts. Advisors do not sign in to GreekManage — they're listed on the chapter's Advisors tab so officers can reach them.

How to find your role​

Look at the top of your sidebar. The layout tells you which dashboard you're on:

  • Chapter → you're a member or officer
  • Region → you're a regional admin
  • Org → you're an org/national admin
  • Platform → you're a platform admin

The Foundation dashboard appears as a sidebar entry when you hold a Foundation role.

When your role changes​

Officer transitions, status changes (member → alumni), or promotions all update your role/status. Re-sign-in to refresh the sidebar.

Last verified against v0.62.1 (2026-05-10).