Roles and permissions

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A bowling center is not one person. There is whoever owns the place, whoever runs the leagues, and whoever is sitting at the desk on Monday night taking cash. PinPortal has roles so each of them gets what they need and nothing else, without handing anybody the keys to the whole website.

The four roles

  • League GM. Everything inside PinPortal, and nothing else on your site. This is the person who runs bowling for you but has no business editing pages or installing plugins.
  • League Manager. Runs leagues: imports scores, manages bowlers, sees dues, handles registrations. Can be given the ability to take payments as well.
  • League Treasurer. Takes dues. Setting prices, adopting a season and voiding payments stay with the GM unless you grant them.
  • League Secretary. Runs the weekly import. This is the original PinPortal role and is unchanged, so anyone already using it carries on exactly as before.

Assign one the same way you set any WordPress role, on Users.

Limiting somebody to particular leagues

Open the user’s profile and scroll to the PinPortal section. Every active league is listed with a tick box.

Leave every box unticked and they get all leagues, including ones you add later. Tick some and they are limited to those leagues only. That is the difference between the person who runs Monday night and the person who runs the building.

A PinPortal leagues column on the Users list shows each person’s scope at a glance, so a wrong setting is visible without opening anybody’s profile.

Extra permissions for one person

Some abilities sit just outside a role and are granted per person rather than per role, on the same profile screen. A Treasurer can be given Set dues, adopt seasons, void payments; a Manager or Secretary can be given Take payments.

Granting it to one Treasurer does not grant it to every Treasurer, which is the point: you can trust one person with the price list without trusting everybody who ever takes a payment at the desk.

The money line

Dues permissions are split deliberately:

  • Take payments is the desk job. Recording what a bowler handed over.
  • Set dues, adopt seasons, void payments changes what people owe, and is a different kind of trust.
  • See dues balances and reports is read-only, for somebody who needs to know who is behind without touching anything.

Administrators are always unrestricted

A WordPress Administrator can do everything in PinPortal and cannot be limited to particular leagues. That is not a gap in PinPortal: an Administrator can edit users, so any limit you set they could simply remove. The profile screen says so rather than letting you set a scope that does nothing.

To restrict somebody, give them a PinPortal role instead of Administrator.

What happens if Pro lapses

Roles are a Pro feature. If your licence lapses, the extra roles stop granting their permissions rather than being deleted, so nothing is lost and everyone’s access returns when the licence does. Administrators are unaffected throughout.

Related

See Collecting a whole league night at once, League dues: getting started, and Hiding bowlers & youth league protection.

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