Officer Roles
How to assign, manage, and track officer role assignments within your admin scope.
Officer roles are how your organization designates leadership positions and administrative responsibilities. In fellos, officer roles are more than titles — they can carry admin permissions that determine what a member can do within the system. As an admin, one of your key responsibilities is managing who holds which officer roles within your scope.
Remember: officer roles are defined by your site admin at the club level. You don't create new role types — you assign existing roles to members within the organizations you manage.
Understanding Officer Roles
Each officer role in fellos has several properties defined by the site admin:
- Role name — The title of the position (e.g., "President," "Secretary," "Treasurer," "Road Captain," "Sergeant-at-Arms").
- Admin flag — Whether the role carries Club Admin, Org Admin, Local Admin, or no admin privileges.
- Description — An optional description of the role's responsibilities.
- Display order — How the role appears in officer listings (e.g., President first, then Vice President, etc.).
When you assign a role to a member at a specific organization, the member gains whatever admin privileges that role carries, scoped to that organization level.
Viewing Current Officers
To see who currently holds officer roles at an organization:
- Navigate to the organization's detail page (through the Organization section in the sidebar).
- Look for the Officers section on the page. This shows all assigned roles with the current holders.
- Each entry shows the role name, the member's name, and when they were assigned.
Empty roles (positions that exist but have no current holder) may also be displayed, depending on your site admin's configuration. This makes it easy to see which positions need to be filled.
Assigning an Officer Role
To assign a member to an officer role:
- Navigate to the organization's detail page.
- In the Officers section, find the role you want to assign (or click Assign Officer if it's an empty role).
- Click the Assign button next to the role.
- A dialog appears with a member search. Type the member's name to find them.
- Select the member and confirm the assignment.
The assignment takes effect immediately. If the role carries admin privileges, the member gains those privileges right away.
Removing or Changing Role Assignments
To remove a member from an officer role or reassign the role to someone else:
- In the Officers section, click Change next to the role you want to modify.
- To reassign: search for and select a new member. The previous holder is automatically removed.
- To remove without reassigning: select the "Remove current holder" option. The role becomes vacant.
- Confirm the change.
When a member is removed from a role that carries admin privileges, they lose those privileges immediately. Any pending workflow items in their queue remain visible to other admins with overlapping scope.
A single member can hold multiple officer roles simultaneously. For example, in a small chapter, one person might serve as both Secretary and Treasurer. Each role is tracked independently, with its own assignment date and history.
Members with Multiple Roles
When a member holds multiple officer roles:
- All roles appear on their member profile.
- If the roles carry different admin levels, the member gets the combined permissions of all their roles.
- Each role can be at a different organization. For example, a member could be President of Cedar Chapter (Local Admin) and also hold a Regional Director role at the Northeast Region (Org Admin).
- Removing one role doesn't affect the other roles or their associated permissions.
Tracking Role Changes
Every officer role change is recorded with a full audit trail:
- Who was assigned — The member who received or lost the role.
- When — The date and time of the change.
- Who made the change — The admin who performed the assignment or removal.
- Previous holder — If the role was reassigned, who held it before.
You can view this history by clicking View Assignment History at the bottom of the Officers section. The history shows all role changes for that organization, sorted by date.
When election season comes around, the assignment history provides a clear record of past officers. This can be helpful for organizations that have term limits or that need to document leadership succession for governance purposes.
Which Orgs You Can Manage Officers For
Your ability to assign officers follows the same scope rules as everything else:
- Club Admin — Can assign officers at any organization in the club.
- Org Admin — Can assign officers at organizations below their assigned org.
- Local Admin — Can assign officers at their specific organization only.
You cannot assign officers at organizations outside your scope, even if you can see those organizations in the hierarchy.