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Role Assignments

Documentation in progress

This page is being expanded with detailed instructions. Check back soon for complete content!

Overview

Role assignments allow you to assign members to meeting roles, whether manually by officers or through member self-signup.

Agenda tab showing role assignment controls

Assignment Methods

Officer Assignment

Officers can directly assign members:

  1. Open the meeting
  2. Navigate to roles/agenda
  3. Click on an unassigned role
  4. Select a member from the list
  5. Save the assignment

Member Self-Signup

Allow members to sign up themselves:

  1. Enable role signup in meeting settings
  2. Members see available roles on the meeting page
  3. They click to sign up
  4. Assignment is recorded automatically

Hybrid Approach

Many clubs use both:

  • Officers assign key roles (Toastmaster, General Evaluator)
  • Members self-signup for others (Timer, Table Topics participants)

Managing Assignments

Viewing Assignments

See all assignments at a glance:

  • Role name
  • Assigned member
  • Assignment status (confirmed, pending, open)

Reassigning Roles

To change an assignment:

  1. Click on the assigned role
  2. Select "Reassign" or "Remove"
  3. Choose a new member or leave open

Sending Reminders

Remind assigned members:

  1. Select roles to remind
  2. Click "Send Reminders"
  3. Members receive email notifications

Evaluator Matching

When assigning evaluators:

  1. Review speaker list
  2. Match evaluators to speakers
  3. Consider experience levels
  4. Avoid conflicts (e.g., same person speaking and evaluating)

Tips

  • Distribute roles fairly over time
  • Match evaluator experience to speaker level
  • Send reminders a few days before the meeting
  • Have backup assignments for key roles
  • Track who's due for specific roles

Common Questions

Can a member have multiple roles?

Club policy varies. Some allow multiple minor roles; most limit to one major role per meeting.

What if someone cancels last minute?

Have a backup list and be prepared to reassign quickly.

How do I track role history?

See Role History for tracking past assignments.