Role concept and permissions

General
Role: Member
Role: Leader
Role: Co-leader
Role: Secretary
Role: Admin
Permissions overview
Add a leader, co-leader or secretary
Remove a leader, co-leader or secretary

General

A central element of Konzertmeister is the role concept in connection with the association structure. This can be designed flexibly and adapted to the structures in the association.

There are the following organizational units:

Association
Section
Group

For the organizational units (association, section, group), the following roles can be assigned any number of times:

Member
Leader
Co-leader
Secretary

The Admin role can only exist once per association.

Role: Member

Every association member has the Member role at the association level. If a member is assigned to a section or group, they receive an additional assignment to the respective organizational unit.

Role: Leader

The creator of the association automatically receives the Leader role at the association level upon creation. This is necessary so that they can subsequently manage the association. There can be multiple leaders at the association, section, and group levels.

A leader at the section or group level can only edit their organizational unit. Subsequently, they can also only create appointments for the sections or groups of which they are the leader. They also only see replies from these sections and groups by default. However, the visibility of replies can be adjusted.

More about the visibility of replies can be found here: Why can only leaders see replies from all members, and how can I change this?

The following general rules apply to leaders within their organizational unit:

Leaders of an organizational unit can manage members.
Leaders of an organizational unit can designate additional leaders and secretaries.
Leaders of an organizational unit can remove the leader role from other leaders.
Leaders of an organizational unit can remove the secretary role from secretaries.

For association leaders, the following additional rules apply:

Association leaders can manage sections and groups.
Association leaders can designate leaders and secretaries at the section and group level.
Every association leader is also automatically a leader of all sections and groups (but not a member).

Role: Co-leader

Co-leaders can, like leaders, see the replies and reasons from members for appointments. In addition, co-leaders have access to the reply table and attendance statistics.

Unlike leaders, co-leaders cannot edit replies from other members or record member attendance. They also cannot create or edit appointments and cannot make any other changes.

Role: Secretary

Secretaries have the authorization to record member attendance at appointments. The actual attendance is needed for later evaluations in the attendance statistics.

There can be multiple secretaries at the association, section, and group levels. Unlike leaders, secretaries cannot create or edit appointments and cannot make any other changes.

Role: Admin

An admin is an association leader who additionally has the authorization to manage the subscription for the association. The admin can purchase a new subscription or change or cancel an existing subscription.

There can only be one admin per association. The user who creates the association in Konzertmeister is initially automatically a leader and also admin of the association. The admin role can be transferred to another association leader. More details can be found here: Change association administrator

More details about subscription administration can be found here: General information on subscription administration

Permissions overview

Appointments

		Association			Section or Group
Permission	Member	Leader	Co-leader	Secretary	Leader	Co-leader	Secretary
View replies to appointment	No ¹⁾	Yes	Yes	No ¹⁾	Yes ²⁾	Yes ²⁾	No ¹⁾
View reply reasons for appointment	No ¹⁾	Yes	Yes	No ¹⁾	Yes ²⁾	Yes ²⁾	No ¹⁾
Edit member replies	No	Yes	No	No	Yes ²⁾	No	No
Record actual attendance	No	Yes	No	Yes	Yes ²⁾	No	Yes ²⁾
Access reply table	No	Yes	Yes	No	Yes ²⁾	Yes ²⁾	No
Evaluate attendance statistics	No	Yes	Yes	No	Yes ²⁾	Yes ²⁾	No
Create appointment	No	Yes	No	No	Yes ²⁾	No	No
Edit appointment	No	Yes	No	No	Yes ²⁾	No	No

¹⁾ Dependent on appointment configuration ²⁾ for the section or group

Files

		Association			Section or Group
Permission	Member	Leader	Co-leader	Secretary	Leader	Co-leader	Secretary
View folders and content	Yes ¹⁾	Yes	Yes	Yes ²⁾	Yes ²⁾	Yes ²⁾	Yes ²⁾
Create folders and upload files	No	Yes	Yes	No	Yes	Yes	No
Edit and delete folders and files	No	Yes	No ³⁾	No	No ³⁾	No ³⁾	No

¹⁾ if shared with "All members" ²⁾ if shared with "All members" or "All leaders, co-leaders and secretaries" ³⁾ only self-created files and folders

Music pieces and setlists

		Association			Section or Group
Permission	Member	Leader	Co-leader	Secretary	Leader	Co-leader	Secretary
Add music pieces to association	No	Yes	No	No	No	No	No
Create setlists	No	Yes	No	No	No	No	No
Attach music pieces and setlists to appointments	No	Yes	No	No	Yes	No	No
Record played pieces in appointment	No	Yes	No	Yes	Yes	No	Yes
Evaluation of played pieces	No	Yes	Yes	No	Yes	Yes	No

Add a leader, co-leader or secretary

The procedure for managing roles (leader, co-leader, secretary) is identical in all organizational units (association, section, group).

To add a leader, co-leader or secretary, follow these steps:

To edit roles in the association, go to the Roles section in the association details.

Roles in the association

If you want to add a role in a section or group, first select the respective section or group in the association details. Within the selected organizational unit, then select the Roles section again. Below you will find an example of the roles view in a section and a group respectively.

Roles in the section

Roles in group

In the Roles view, you can choose whether you want to see Leaders (user icon with star), Co-leaders (user icon with eye), or Secretaries (user icon with pen).

After the appropriate role is selected, click the + button at the bottom right to add a new role.
Now a list of members opens. Here multiple members can be selected. Select those members to whom you want to assign the corresponding role and click the Add button in the header.

Add leader
After successful completion, the newly added members will appear in the list of the respective role.

Updated list of leaders in the association

Remove a leader, co-leader, or secretary

To remove a leader, co-leader or secretary, follow these steps:

Navigate to the roles view of the respective organizational unit. See step 1 in the section Add a leader, co-leader or secretary.
Now press and hold the leader, co-leader or secretary to be removed until a dialog with Actions for roles appears.

Delete leader
Click Delete to remove the selected leaders, co-leaders or secretaries from the organizational unit.