Key Feature Overview: #

In shared living dorms, fair distribution of duties and secure access to system features are critical for efficient management. Dormefy’s Create and Assign Roles feature allows dorm managers to assign specific roles like Manager, Shopper, Supervisor, or Financial Planner, each with limited access to certain tools and features. This helps managers ensure that members only access the features necessary for their roles, preventing unauthorized access and unnecessary mistakes. With this role-based system, managers have full flexibility to distribute responsibilities fairly among the dorm members.

How the Feature Works: #

The Create and Assign Roles feature in Dormefy allows managers to create custom roles with access to specific features based on each member’s duties. This role-based access helps protect the dorm system from unauthorized use and errors by limiting access to only the necessary tools.

• Custom Role Creation: Managers can create roles like Manager, Shopper, or Supervisor with selected features.
• Controlled Access: Each role has access to only the tools they need, preventing unauthorized access to other areas.
• Fair Duty Distribution: Roles help distribute tasks across dorm members efficiently.

How to Create Roles (Manager) #

Step-by-Step Setup: #

1. Log in to Dormefy:
   Access Dormefy using the web or Android app.
2. Navigate to Manage Roles:
   On the left sidebar, click Tools > Manage Roles.
3. Create a New Role:
   On the Roles page, click the Create Role button at the top-right corner.
4. Name the Role and Select Features:
   Enter a name for the new role (e.g., Shopping Scheduler, Supervisor). Then, select the features that this role will have access to by checking the relevant boxes.
5. Save the Role:
   Once you’ve chosen the appropriate features, click Save. The role is now created and ready to be assigned to members.

How to Assign Roles to a Member (Manager) #

Step-by-Step Role Assignment: #

1. Access Members List:
   On the left sidebar, click Members to see all active or inactive members.
2. Edit Member Profile:
   Find the member you want to assign a role to and click the edit icon in their row.
3. Assign Role:
   In the member’s profile, select Membership Type as Member & Controller. The Roles field will appear. Choose the specific role you want to assign to this member.
4. Update the Member:
   Click Update Member. The member will immediately gain access to the features assigned to their role. You can assign the same role to multiple members or different roles to different members as needed.
5. Check Role Status:
   After assigning a role, you can view the role status in the Role Active column on the Member List page. If the role is successfully applied, the status will show “Yes.”

How to Remove Roles from a Member (Manager) #

Step-by-Step Role Removal: #

1. Log in to Dormefy:
   Access Dormefy using the web or Android app.
2. Access Members List:
   On the left sidebar, click Members to see all active or inactive members.
3. Edit Member Profile:
   Find the member whose role you want to remove and click the edit icon in their row.
4. Remove Role:
   In the member’s profile, set the Membership Type to Member Only. This action will unassign any roles currently assigned to the member.
5. Update the Member:
   Click Update Member. The role will be removed from the member, and their access to specific features will be revoked.
6. Check Role Status:
   After removing the role, check the Role Active column in the Member List page. The status will show “No,” indicating the role has been successfully removed.

This documentation ensures managers can effectively manage role-based access, assign tasks, and improve dorm management.