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Role Templates

Role templates let you define a named set of permissions once and reuse it when inviting new members. Instead of configuring permissions from scratch each time, you pick a template and the new member gets the right access immediately.

Creating a role template​

  1. Go to Profile → Role Templates from your account navigation.
  2. Click Create role template.
  3. Give the template a clear, descriptive name (e.g., "Tournament Coordinator", "Referee", "Club Manager", "Read-Only Staff").
  4. Use the permission matrix to select which resources this role can access and which actions it can perform on each.
  5. Click Save.

The permission matrix​

The permission matrix shows a list of resources (areas of the platform) and the actions available for each. For each resource, you can grant or deny specific actions:

  • View / Read — see the data
  • Create — add new items
  • Edit / Update — modify existing items
  • Delete — remove items

You can mix and match — for example, giving a role the ability to view and edit tournaments, but not create or delete them.

Assigning a template to a member​

When inviting a member (see Members and Roles), you will see a dropdown to select a role. Any templates you have created will appear in that list.

Custom roles (one-off)​

In addition to templates (which are reusable), you can create a custom role for a specific member without saving it as a template. This is useful when a single person needs a unique permission configuration that will not be reused.

Editing or deleting templates​

  1. Go to Profile → Role Templates.
  2. Click on the template name or its edit action.
  3. Modify the name or permission matrix.
  4. Save, or delete the template if it is no longer needed.

Note: Deleting a template does not remove the permissions from members who were already assigned that template. Their existing access is preserved.