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Home > Engage Resources > Engage Training > Engage Positions and Permissions
Engage Positions and Permissions
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Audience: All Active SCORE Members

Introduction

In SCORE Engage, there are a few new position titles that were derived from the chapter admin position in CORE, such as: Volunteer Intake Coordinator, Client Intake Coordinator, and Event Manager. This article illustrates the key SCORE positions and their permissions in Engage.

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SCORE Positions Tree

The below tree illustrates the hierarchy of SCORE positions.

     

SCORE Position Permissions

The chart below illustrates the Engage permissions affiliated with each key SCORE  position.

 

Position Description Interaction with Engage
Associate District Director The associate district director is appointed by the district director to assist in the management of the district.

View all records in the district and/or region

Generate BIRT Reports in district-level

Chapter Chair  The person who leads the chapter. View records in the chapter
Generate BIRT Reports in a chapter-level
Client Intake Coordinator (if utilized)  The person who receives mentoring requests submitted to the chapter. They match mentors to these received requests and ensure that they reassign any requests denied or unanswered by the original mentor. Manage Client Mentoring Requests
Coach A volunteer assigned to mentor/guide a provisional volunteer through the training, onboarding, socialization at the chapter. Access Coach Applications
Adjust Training Classification
Update Onboarding Requirements (Coach Updates Req. #1, 4-7, 10-13)
Co-Chair The volunteer who splits the chapter chair's responsibility with another Co-Chair. View records in the chapter
Generate BIRT Reports in a chapter-level
Community Ambassador     
Community Outreach Chair    
Contractor Paid Staff that has similar permissions to a non-client facing volunteer but is not required to complete any training courses to serve different SCORE Positions. Signs the Contractors’  Code of Ethics. Depending on the admin positions assigned to a contractor, they can have access as a Client Intake Coordinator, Volunteer Intake Coordinator or Event Manager.
District Director  The District Director is a volunteer management position, appointed by the SCORE Vice President of Field Operations and reporting to the Regional Vice President. The District Director is responsible for the management and performance of the district and its chapters consistent with the SOM and in compliance with the minimum standards. View all records in the district and/or region
Generate BIRT Reports in district-level
District Treasurer    
Event Manager Creates workshop record in SCORE Engage. Manages workshop logistics, assignment of presenters, event marketing, and content. Works with workshop coordinator to manage workshop check-in process. Manage Events
Update Event Registrations
Fundraising Chair    
Interviewer  A volunteer assigned to interview a prospective volunteer.  View Volunteer Applications
Update Interview details and recommendations
Marketing Chair  The marketing chair is responsible for local marketing campaigns, local partnerships, and SCORE brand awareness building in the community.  
Membership Chair Manages chapter volunteer rosters, affiliations,  and assists with ongoing volunteer engagement activities.   
Regional Director    
Regional People & Culture Liaison    
Regional Volunteer Intake Coordinator     
Regional Vice President The Regional Vice President is a volunteer management position, appointed by and reporting to the SCORE Vice President of Field Operations. The RVP is responsible for the management and performance of the region, including districts, and chapters consistent with the SOM and in compliance with the minimum standards. View all records in the district and/or region
Generate BIRT Reports in region-level
Social Media Chair The social media chair is responsible for the following: building SCORE Online Community, managing the chapter's social media account and social media analytics, audience engagement, and content creation.  
Treasurer Oversees the financial compliance  of the Chapter/District/Region, as assigned.    
Vice-Chair  Chapter leader in succession plan. View records in the chapter
Generate BIRT Reports in a chapter-level
Volunteer Intake Coordinator  The person who agrees to be the point person for all new volunteer applications, acting as the first and primary contact for applicants, assigning interviewers, ensuring acceptance or denial communications are sent to applicants, and ensuring all accepted volunteers move to provisional status properly. Manage Volunteer Applications
Assign Interviewers and Coach
Manage Classification Upgrades

 

 

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