Step 9 of 9 · Setting up your associationDone in about 1 min(How long it takes to do this in Orchesi)

Give roles to the board, conductor and managers

Give board members, the conductor and other volunteers exactly the rights they need, so not everything rests on one person.

Where do you use Orchesi?

Everyone you invite joins as a regular member. Once someone is in, you give board members, the conductor and other volunteers a role. That way the conductor can plan rehearsals and the sheet music manager looks after the music, without everything going through one person.

Give a role

Go to Members in the menu and open the member.
Click Manage Roles.
Turn on the roles that fit and click Save Changes.

Give a role

Open the Club tab, go to the members and tap the member.
Tap Manage Roles.
Turn on the roles that fit and save.

What can each role do?

A check mark means the role can do this. On top of that, everyone can do what every member can: see the agenda and sheet music, say whether they’re coming, vote and read the news.

Task	Admin	Board	Conductor	Agenda	Sheet music	Instruments	Financial
Members & association
Invite, import and remove members	Yes	No	No	No	No	No	No
Approve sign-ups with the code	Yes	No	No	No	No	No	No
Invite guests	Yes	No	No	No	No	No	No
Give roles	Yes	No	No	No	No	No	No
Manage groups and sections	Yes	No	No	No	No	No	No
Manage club contacts	Yes	No	No	No	No	No	No
Association details, verification and settings	Yes	No	No	No	No	No	No
Agenda
Plan, change and cancel events	Yes	No	Yes	Yes	No	No	No
Tasks and attachments on events	Yes	No	Yes	Yes	No	No	No
Keep the roll call	Yes	No	Yes	Yes	No	No	No
Sheet music
Upload sheet music and give access	Yes	No	No	No	Yes	No	No
Create and manage setlists	Yes	No	Yes	No	Yes	No	No
See the whole library	Yes	No	Yes	No	Yes	No	No
See all setlists, restricted ones too	Yes	No	Yes	Yes	Yes	No	No
Communication
Post news	Yes	Yes	Yes	No	No	No	No
Create polls	Yes	Yes	No	No	No	No	No
Instruments & subscription
Manage and lend instruments	Yes	No	No	No	No	Yes	No
Subscription, payment and invoices	Yes	No	No	No	No	No	Yes

Which role fits whom?

Admin: your main point of contact for Orchesi, for example the secretary. Give this role to at least two people. If your only admin is unreachable or leaves the association, nobody can invite members, give roles or change the settings anymore. Is your board changing? See Change the admin when your board changes.
Board member: for the rest of the board. They can share news and run polls, and are shown as the board of the association.
Conductor: plans rehearsals, puts the program together and sees the whole music library.
Agenda manager: for whoever keeps the agenda, without the rest of the admin work.
Sheet music manager: your association’s librarian.
Instrument manager: keeps track of instrument loans, maintenance and damage.
Financial manager: the treasurer, for the subscription and invoices.

Good to know: an admin already has every permission, so there’s no need to turn on the other roles as well. You can give someone several roles at once, for example Board member and Financial manager. Guests don’t get a role; you invite them separately, see Invite guests.

Last updated: October 1, 2026

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Setting up your association

Create your association in Orchesi
Create groups and sections
Plan rehearsals and events
How to bring your members along to Orchesi
Ready-made messages for your members
The easiest way to invite all your members
Invite members straight into the right groupsoptional
Import your members from Excel or CSVoptional
9Give roles to the board, conductor and managers

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