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Unable to create a new agenda or edit old agendas 10 years 5 months ago #43027

  • hsvahn
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I contacted you last week about this problem, but was able to edit the lastest meeting agenda at one point during that day. I am having the same issue again where I can bring up our past meeting agendas but am unable to either edit old agendas or create a new one. I have tried restarting my computer, logged on to a different computer, but regardless of my efforts I am not given the option to edit/add. I am in club #6636, using Mozilla Firefox (not sure which version). Can you offer some guidance or suggestions? Thank you.
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Unable to create a new agenda or edit old agendas 10 years 5 months ago #43030

  • Brian
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There have been several code changes since last week please click the reload link at the bottom of your site page.

Only log in as the site admin do not log in as a member and try to update the agenda.
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Unable to create a new agenda or edit old agendas 10 years 5 months ago #43032

  • SteveTheTechie
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The reason is that your club does not have any officer roles assigned in Membership Management.

The ability to do certain activities is tied directly to the assignment of officer roles in Membership Management. The ability to create agendas requires that the person be assigned the VPE role in Membership Management or be logged in as the admin.

Until the officer role assignments are addressed for your club in Membership Management, no one will be able to create any agendas. You need to have your admin set the officer roles up in Membership Management to address this. This is not a bug--this is per design.
Last edit: by SteveTheTechie.
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Unable to create a new agenda or edit old agendas 10 years 5 months ago #43040

  • hsvahn
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Do I use the same username and password? I do not have the site admin username and password. I can get that username and password from our club president, if that is required. Thank you
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Unable to create a new agenda or edit old agendas 10 years 5 months ago #43041

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Yeah, you will need to be logged in as the admin.
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Unable to create a new agenda or edit old agendas 10 years 5 months ago #43042

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Thank you. I have contacted our club president for the info.
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Unable to create a new agenda or edit old agendas 10 years 5 months ago #43046

  • hsvahn
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I was able to access all needed information and create a new agenda as the Site Admin. Thank you for your help
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Unable to create a new agenda or edit old agendas 10 years 5 months ago #43049

  • Pam
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If you (as Site Admin) or your Site Admin sets up the officer assignments, your VPE will be able to create and edit agendas without being logged in as Site Admin. There are other functions available to officers.

Only the VPE or the Admin can create agendas. Once an agenda has been created the President can edit it, and once the Toastmaster role has been allocated, the Toastmaster will also be able to edit the agenda.
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Unable to create a new agenda or edit old agendas 10 years 5 months ago #43054

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If you (as Site Admin) or your Site Admin sets up the officer assignments, your VPE will be able to create and edit agendas without being logged in as Site Admin. There are other functions available to officers.


Pam, I think you mean the agenda templates, don't you?
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Unable to create a new agenda or edit old agendas 10 years 5 months ago #43058

  • Pam
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Hopefully I have this right, please correct me if I am wrong Steve.

Agendas
The VPE or the site admin can create and edit agendas
President and assigned toastmaster for the agenda can edit agendas but not create them.

Templates
Only the Admin can create and edit templates, unless one (or up to two) of the other officers (typically the VPE) is given access to edit the agenda settings.

If there are no officers assigned in membership management, only the Site Admin can create or edit agendas and templates.
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Unable to create a new agenda or edit old agendas 10 years 5 months ago #43062

  • SteveTheTechie
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Hopefully I have this right, please correct me if I am wrong Steve.

Agendas
The VPE or the site admin can create and edit agendas
President and assigned toastmaster for the agenda can edit agendas but not create them.

Templates
Only the Admin can create and edit templates, unless one (or up to two) of the other officers (typically the VPE) is given access to edit the agenda settings.

If there are no officers assigned in membership management, only the Site Admin can create or edit agendas and templates.

Almost. ;) The assigned meeting Toastmaster does not need to be an officer or the admin to edit agendas.
(exception to your last statement) Of course, someone else would have to had created that agenda for them to edit.

In any case, as I think that user hsvahn has everything squared away, I am going to close out this thread.
Last edit: by SteveTheTechie.
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