I need to make or copy a chart that shows which permissions as found in the connections manager are assigned to the specific troop roles such as patrol admin, scoutmaster, asst scoutmaster, parent, key 3 etc. We want to review who in our troop as what permissions. I want to make a guide. Where can I find this? A definition of each permission would also be helpful.
Start with help.scoutbook.com
Thank you; I found it. I read that someone not granted “edit advancement” has the ability to mark requirements as complete. Is this correct? Its a helpful distinction for our troop.
Mary - if they only have view advancement they can only see items but not touch them. If they have edit advancement then they can mark something as complete but it will take an admin or full control to approve the items.
Yes, from the Scoutbook Permissions Defined page:
In other words, “complete” and “approved” are different in SB; this is an important distinction for your users to understand.
Here is what I am understanding:
A parent by their role as parent has the ability to mark advancement requirements of only their child(ren) as complete. No permission to mark complete or approve requirements of other scouts and cannot approve requirements of their child(ren).
A leader without edit advancement permission has the ability to mark advancement requirements of all scout as complete. No permission to approve requirements.
A leader with edit advancement permission has the ability to mark advancement requirements of all scout as complete and also approve the same
Mary - if someone DOES NOT have edit advancement they can ONLY view advancement and can change nothing in advancement.
Stephen, sorry to frustrate you. The documentation regarding permissions is unclear.
It says the following:
“Only Leaders and committee members with ‘Full Control’ or at least ‘Edit Advancement’ permission
can Approve advancement, everyone else will be able to show an advancement is “complete” but
not approve it.”
it needs to be changed.
Mary - no frustration at all. I understand what you are stating, however it does state after that section what view advancement has rights to, and like the word view it is just view. I do agree that the section you note needs to be corrected.
The best bet in knowing what view profile/view advancement can and can not do is to work with someone who has those rights. There is not much happening there.
The everyone else refers to people with edit advancement or full control who are not leaders.
Thanks Jacob - I did suspect that was the intent of the phrasing but I can see how folks can be lead down a path like Mary was. But indeed that was why I was stressing the view as the operative work in the role. View can only view.
Leaders have no position- permission over advancement
Committee members have no position- permission over advancement
Leaders with edit advancement have a connection- permission to complete/approve over all scouts
Committee members have a connection- permission to complete/approve over all scouts
Parents have position-permission to complete over their chil(ren)
Parents with edit advancement have connection-permission to complete/approve over all scouts
I am trying to translate what you are saying in the delineations set up in scoutbook.
Said another way:
• A parent by their role as parent can mark advancement requirements of only their child(ren) as complete. No permission to mark complete or approve requirements of other scouts and cannot approve requirements of their child(ren), unless given “edit advancement.”
• A leader without edit advancement permission cannot mark advancement requirements.
• A leader with edit advancement permission can mark advancement requirements of all scouts as complete and also approve the same
Mary - ok we are almost there. All parents in scoutbook are given full control of their youth. They can mark items complete the only deviation is if they are also given a leader role if that happens then they can approve. It is understood in our units that they do not approve their own child’s advancement. Now if you are in cub unit, the den leader should be given advancement rights to the scouts in their charge.
Guide has been updated. Thanks, Mary Ann.