PTA Committee: Setup Web Portals for Committee Chairs

    With RunPTO, PTO/PTA Board administrators are able to create unique user web portals with a single sign on, helping to serve a wide variety of unique PTO/PTA committee users quickly and in a single location. In addition, the portal’s easy-to-use menu means that PTO/PTA Committee chairs could quickly add or find the information they need for better self-service of their individual committee activities.

    PTO/PTA Committee User portals are setup using security roles. By setting up such roles the chair or volunteer will have access to their related modules. You can have any number of security roles defined.

    A Student Directory Manager role will have Student Directory Manager access for Student Directory module and Teacher Directory Manager access for Teacher module. Other roles can be assigned to the Student Directory Manager role as needed.

    Student Directory Manager Role

    Select the Student Directory Manager Role and assign it to Amy Cooper in the Create User Module.

    Student Directory Role Assignment

    When Demo PTO Student Directory Administrator Amy Cooper logs in, she will see the following menu items

    Student Directory Manager Portal

    A Membership Manager role will have Membership Manager access for Membership module. Other roles can be assigned to the Membership Manager role as needed.

    Membership Manager Security Role

    Select the Membership Manager Role and assign it to Maria Lopez in the Create User Module.

    Membership Manager Role Assignment

    Customized Portal for Demo PTO Membership Administrator Maria Lopez

    Membership Manager Portal

    A Volunteer Manager role will have Volunteer Manager access for Volunteer Signup module. Other roles can be assigned to the Volunteer Manager role as needed.

    Volunteer Manager Security Role

    Select the Volunteer Manager Role and assign it to Ken D’Souza in the Create User Module.

    Volunteer Manager Role Assignment

    Customized Portal for PTO Volunteer Coordinator Ken D’Souza

    Volunteer Manager Portal

    A Treasurer role will have Treasurer access for the Finance module. Other roles can be assigned to the Treasurer role as needed.

    Treasurer Security Role

    Select the Treasurer Role and assign it to Jamie Atkinson in the Create User Module.

    Treasurer Role Assignment

    Customized Portal for PTO Treasurer Jamie Atkinson

    Treasurer Portal
    PTA President Security Role

    Select the President Role and assign it to Amy Carter in the Create User Module.

    PTA President Role Assignment

    Customized Portal for PTO President Amy Carter

    PTA President Portal

    There can be many other custom web portals like

    • Document Manager
    • Event Manager
    • Calendar Manager
    • Online Store Manager
    • PTA Reflections Manager

    Task designation becomes easy for the PTO/PTA Board with customized user web portals. With one or several committees operating, more focus can be directed on even the smallest of work areas. This allows the PTO/PTA Board to concentrate on the bigger issues and determine the best final decisions.

    For the PTO/PTA Committee Chairs, custom user web portals are powerful tools that allow them to do their tasks and manage their PTO/PTA activities efficiently and securely.

    Read More : Setting up Board/Chairs

    Read More: Setting up Committees

    Role Based Security is a feature of RunPTO by CloudInfoSystems