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Your role explained

GreekManage tailors what you see based on your role. There are five roles in total. You can only have one role per organization, but a person can be a member in one chapter and an officer in another — the app keeps that separate.

The five roles​

1. Chapter Member​

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

  • View your dashboard, profile, member directory
  • Post in Engage forums (subject to moderation rules)
  • Vote in chapter elections
  • Pay dues and view your invoices
  • RSVP for events and view photo albums
  • Take learning courses and earn certificates
  • Use the AI chatbot

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

2. 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 invoices
  • Post bulletins
  • Moderate Engage threads in the chapter forum
  • Create and edit events

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

3. Regional Admin​

Regional admins (Director, Coordinator, or Advisor) oversee a group of chapters. They can:

  • See all chapters in their region
  • Run regional Engage forums
  • Track regional compliance and elections
  • Review surveys and retention analytics across their region

4. 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
  • Manage Foundation campaigns and donations
  • Bulk-import members via CSV
  • Export data and view audit logs
  • Toggle modules on/off

5. Platform Admin​

Platform admins are GreekManage staff. They can:

  • Create new tenant organizations
  • Manage platform admins
  • Configure email infrastructure (SES/SMTP/SendGrid)
  • View platform-wide audit logs
  • Run backups and full data exports

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

How to find your role​

Look at the top of your sidebar. The label 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

When your role changes​

Officer transitions, status changes (member → alumni), or promotions to admin all update your role. A new sidebar appears the next time you sign in. If you have multiple memberships, you can switch between them from the user menu.

Membership status vs. role​

These are different things:

  • Role = what you can do (Member, Officer, President, etc.)
  • Status = your standing in the org (Undergraduate, Associate, Alumni, Disaffiliated, etc.)

A status of Disaffiliated or PNM (prospective new member) blocks platform access regardless of role.