The LegFi roles feature streamlines the officer transition process. National headquarters admins can first create a chapter leadership position in LegFi and assign specific administrative permission(s) to that position. Then, when the national headquarters admin assigns the chapter leadership role to a group of officers, each of the officers will automatically inherit the designated permission set.
National headquarters admins can choose to retain full control over creating and assigning roles and permissions; or they can choose to allow chapters to create custom leadership roles and permissions.
To manage a chapter's roles settings:
- Login to LegFi as HQ Admin.
- Click on Organizations.
- Navigate to Organization Manager.
- Click on Organization Controls.
- Choose if the chapters will be allowed to Add and Assign roles by selecting Yes or No from the dropdown. If No, the HQ account has full control over these assignments for their chapters.
To access the LegFi roles feature:
- Login to LegFi as HQ Admin.
- Click on Organizations.
- Navigate to Organization Manager.
- Click on Roles.
- Click the Add Role button.
- Enter new Role information.
- Toggle Admin Status to grant all chapter officers assigned to this role with full read and edit access to all Modules in their chapter's LegFi account.
- Click Save.