Users and roles | Help | ASF Payment Solutions

Why use users and roles #

If you have employees needing access to My Club Business, creating user accounts allows you to control their permissions and access levels. Roles are a critical feature for managing groups of users with preset permissions, eliminating the need to configure permissions for each individual.

Accessing user settings #

Navigate to Settings from the My Apps page, then select User Settings. The active users list displays username, name, email, status, and role for each account.

Settings page with the User Settings option highlighted for navigation from My Apps. — Settings page entry to User Settings.

Adding a user #

Select Add New User.
Complete the profile:
- Username: unique login identifier.
- Email Address: unique contact used for account activation.
- Role: determines permissions via Role Settings.
- First Name and Last Name: user's full name.
- Cell Phone: contact number.
Optionally add a profile image.
Click Add New User to create the account.

General and Report Permissions are automatically configured by the assigned role but can be customized if needed.

Add New User button location for creating a fresh employee account. — Add New User button on the User Settings page.

Add New User form with username, email, role, name, and phone number fields. — Add New User profile form fields.

Managing users #

Use the Manage User link to edit user profiles, adjust permissions, add images, or resend password reset links. Select Update User after making changes. Users can also be Deactivated as needed.

Manage User link on the active users list.

Associated users (reciprocal clubs) #

The Associated Users tab lets you add user accounts to reciprocal clubs.

Select the reciprocal club.
Assign an appropriate role.
Click Push User To Club.

The user receives an email to establish their reciprocal club password.

Associated Users tab for configuring reciprocal club user accounts and role assignments. — Associated Users tab for reciprocal clubs.

Accessing role settings #

Navigate to Settings from the My Apps page, then select Role Settings to view current roles.

Settings page with the Role Settings option highlighted for accessing role configuration. — Settings page entry to Role Settings.

Default roles

Client Admin: the master role with unrestricted access to all My Club Business features.
Unassigned: a default category for unassigned users.

Creating a role #

Select Add New Role.
Enter a role name.
Configure General and Report permissions. Each has a tooltip marked with ? for guidance.
Click Save Changes.

The new role then appears in the role list.

Blank role creation interface where users name a role and configure General and Report permissions. — Role creation interface with permissions configuration.

Managing roles #

Select Manage Role from the Action/Links section.
Update permissions, name, or other settings.
Changes automatically apply to all associated users.

Manage Role option in the Action/Links section for modifying an existing role. — Manage Role option in Action/Links.

Important: You can only delete a role if there are no associated users. Check the User Count column to confirm. This restriction prevents deletion of roles currently assigned to staff members.

Where to go next #

To restrict where staff can sign in from, see Access control.
To switch between reciprocal clubs without signing out, see Club switcher.

Need help? #

Contact your ASF account manager at clientsupport@asfpaymentsolutions.com or (301) 304-8841.