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TOPIC:

Can an officer fill in names for unclaimed agenda roles? 6 years 2 months ago #74671

KaeBender Topic Author Offline Junior Member Posts: 36 Thank you received: 8	I've searched the documentation and the Website Settings tabs and don't see who can fill in names when members don't sign up for meeting roles and the VPE (or whoever is delegated the agenda for the week) assigns members to the roles before publishing the print version. How do we do this?
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Can an officer fill in names for unclaimed agenda roles? 6 years 2 months ago #74672

Pam
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Administrator
Posts: 3707
Thank you received: 1122

There are three levels of access:
1 - The website admin can edit the agenda.

2 - The website admin can allow up to 3 officers access to edit the agendas. For your club that has been granted to your VPE, VPM & Secretary. In addition, 3 officers can access and edit the templates (In your case an odd combination of VPE, VPM & VPPR)

3 Any of those 3 officers can grant edit access to the members who hold particular roles. The defaults set in the templates can be changed by the officers with access to the agendas. In your case both your "default" and "detail" agenda templates give access to the Toastmaster. Here is the document that shows you where the setting is for assigning edit access to a role taker support.toastmastersclubs.org/doc/item/editing-an-agenda

The following user(s) said Thank You: KaeBender

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Can an officer fill in names for unclaimed agenda roles? 6 years 2 months ago #74717

SteveTheTechie
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Administrator
Posts: 11526
Thank you received: 3795

A minor clarification...

The system (and I) distinguish between "agenda creators" and "agenda editors". All agenda creators are also agenda editors, but not the other way around. Agenda editors can only make changes to agendas that someone else has created (unless they are also defined somewhere as an agenda creator).

1. The website admins are defined to be agenda creators. (That is "baked" into the code.)

2. The 3 officers you set up in the Access Settings define them as agenda creators, not agenda editors. Make sure you take care who you allow to create agendas. (In addition to the VPE.) Also, the officers that you grant access to agenda templates are template creators. (They can both create and edit templates).

3. Agenda editors are defined for specific roles in agendas by setting the "The person assigned to this role can edit this agenda" checkbox. There really is no "global definition" of agenda editors, and I do not ever intent to hard code that in the system. (Typically they are meeting role dependent and names of meeting roles vary widely by club. There are some "hints" in the code that recognize when a typical editor role is being used, but nothing is fixed.) If you define roles that are agenda editors in the agenda templates that you regularly use, that still comes pretty close to a "global definition".

Last edit: by SteveTheTechie.

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