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Staff roles & permissions

This page explains what each person can do in your booster organization. Give people only the access they need. To see or change the team, open Settings → Staff from the organization page.

What each role can do

President and Treasurer (same access):

  • Change settings, staff, billing, and the bank account that card payments go to.
  • Do all daily work.
  • Make corrections: cancel (void) a payment or charge, adjust a balance, or move credit from one student to a brother or sister (balance transfer).
  • With Integrated Accounting, also manage categories, budgets, the starting balance, reimbursements, and the receipt inbox.

Assistant:

  • Add and import students.
  • Invite parents, make 10-minute codes, and print family QR flyers (a QR code is a square barcode a phone camera can scan to open a link).
  • Approve or reject old parent requests on Parent Claims. These came from an older way of joining. New parents don't need approval.
  • Manage the calendar and announcements.
  • Create and charge fees and record student payments, unless a president or treasurer turns this off (who can assess fees).
  • With Integrated Accounting, also enter transactions and snap receipts.
  • Cannot change settings or billing, and cannot make the corrections listed for the president and treasurer.

Band Director (once the band is linked):

  • See the organization's students, accounts, and reports, but not change them. With Integrated Accounting, also see the ledger.
  • Manage the season calendar and post announcements.
  • Cannot open settings, parent invitations, or parent claims unless also added as staff.

Linked parent:

  • See only their own student's statement and balance.
  • See the family calendar and announcements, RSVP (say who's coming to an event), and sign up to volunteer.
  • With Integrated Accounting, send and track their own reimbursement requests.

Assistants can connect parents to students

Invites, codes, flyers, and parent claims all let an adult see what a student owes. Give the Assistant role only to people you trust to check who is really a parent.

Who can assess fees and record payments

A president or treasurer can change this under Settings → Permissions:

  • President & Treasurer only: assistants and the band director can only view fees and student payments.
  • All officers (the setting you start with): any staff member can charge fees and record payments.
  • Officers + band director: the linked band's director can also charge fees and record payments. This shows student names and balances to the director.

Corrections (voids, adjustments, and balance transfers) always stay with the president and treasurer.

Add an officer or assistant

  1. Open Settings → Staff.
  2. Under Add Staff, type the person's Email.
  3. Under Role, choose Assistant, Treasurer, or President.
  4. Click Add Staff Member.

If the person already has a MusterSheet account, they are added right away. If not, they show under Pending Invites. They are added as soon as they sign up with that email, even if the invite email never arrives. Click Revoke to cancel a pending invite.

  • Share or replace the band link code: a president or treasurer, on the Band Link card in Settings.
  • Link the band: only a director of that band, from the Band Profile tab of their own Settings page.
  • Unlink the band: a president or treasurer, or the band's primary director (the one with the Primary badge).

Unlinking ends the director's access right away. On the Program plan, it also ends the directors' free competition hosting. See Link the band for the steps.

Remove or change access

  • Remove someone: click Remove next to their name in the Staff list.
  • Change a role: remove the person, then add them again with the new role.
  • Leave yourself: on your own account Settings page, find Booster Organizations and click Leave organization.

The only president cannot leave or be removed. Add another president first.

The Audit Log records who did every money action. That only works if each person uses their own account, so never share a treasurer's password.