ACT-MBR-001 | Membership Setup Administrator | A staff administrator responsible for the association’s structure and membership configuration. | Keep organizational arrangements aligned with the association’s operations., Prepare the membership contexts and offerings staff use. | Configure unit categories and perform structural changes., Maintain unit organization and local finance context., Maintain membership programs, classifications, offerings and action explanations. | membership.structure.managemembership.programs.managemembership.configuration.managemembership.application.access | api |
ACT-MBR-002 | Structure and Configuration Reader | A staff caller authorized to inspect setup without administering it. | Understand the organizational arrangement and membership configuration. | Inspect current and dated structure with local context., Inspect membership contexts, offerings and action explanations. | membership.structure.readmembership.programs.readmembership.configuration.readmembership.application.access | api |
ACT-MBR-003 | Migration Producer | An authorized integration preparing bulk migration of association setup. | Carry existing setup into the supported Rhythm configuration model. | Prepare supported structural and membership configuration loads. | membership.structure.managemembership.programs.managemembership.configuration.manage | job |
ACT-MBR-004 | Membership System | Rhythm service execution interpreting periods and contributing to scheduled and workspace lifecycle work. | Keep membership interpretation and module setup consistent over time. | Compute period dates and membership standing., Contribute setup seeding, export, reset and controlled removal. | system (service execution and workspace lifecycle participation; no staff permission key) | job, api |
ACT-MBR-005 | Connected Rhythm Application | A Rhythm application consuming structural or offering information during its own operations. | Use authoritative structure and offering context without owning duplicate records. | Read ancestry and descendant context., Read package and dues information for selling work., Use registered unit and category dataset definitions. | rhythm_table_reader (published database functions)membership.structure.read (datasets)service invocation (Commerce participant) | api, job |
ACT-MBR-006 | Membership Administrator | A staff administrator maintains the association’s offer, unit configuration and membership operations. | Maintain an accurate offer and organizational structure., Manage renewal operations and status processing., Configure officer field access and snapshot characteristics. | Maintain membership programs, classifications, packages, reasons and application processes., Manage billing templates, individual runs and recurring definitions., Set scope and snapshot dimension configuration., Request immediate status processing. | membership.configuration.read|managemembership.programs.read|managemembership.structure.read|managemembership.billing.read|managemembership.operations.run | console, api |
ACT-MBR-007 | Membership Coordinator | A coordinator manages membership holdings, periods, suspensions and unit connections across the workspace. | Establish and maintain member holdings., Explain recorded returns, corrections and closures., Maintain chapter and section connections. | Record initial memberships and subsequent direct terms, corrections and terminations., Suspend principal holdings and restore them., Maintain unit connections using additions, endings, primary choices and transfers., Inspect memberships, applications and permitted record history. | membership.memberships.create|suspendmembership.terms.create|correct|terminatemembership.affiliations.manage (workspace-wide)membership.members.read (workspace-wide)membership.memberships.history | console, api |
ACT-MBR-008 | Membership Analyst | A colleague inspects member records and reporting datasets without changing the membership offer or holdings. | Answer dated membership and unit questions., Analyze live records and published monthly copies. | Inspect member periods, applications and billing work., Query permitted membership and snapshot datasets. | membership.members.readmembership.billing.readmembership.memberships.query, membership.membership-terms.query, membership.lifecycle-events.query, membership.term-affiliations.querymembership.membership-snapshot-members|affiliations|dimensions|counts.query | console, api |
ACT-MBR-009 | Unit Officer | A chapter, section, zone or regional officer works within unit grants, commonly derived from a committee appointment. | Support members within the assigned units., Maintain permitted contact and chapter information., Help local members join and renew. | Inspect visible holdings and their scope-marked affiliations., Maintain unit connections within the officer’s grants., Submit contact changes restricted by the role’s permitted fields., Request membership orders, scoped financial summaries and roster exports. | membership.members.read (unit-scoped)membership.affiliations.manage (unit-scoped)membership.member-contact.updatemembership.terms.renewmembership.memberships.enrollmembership.rosters.export | portal, console, api |
ACT-MBR-010 | Signed-In Member | A portal user linked to a contact reads the memberships associated with that contact and uses Commerce for purchases. | Inspect personal standing and chapter connections., Purchase a membership or a returning period. | Read holdings associated with the account’s linked contact., Use Commerce purchase and cancellation flows that consult Membership. | membership.self.readpolicy:membership:portal-member | portal |
ACT-MBR-011 | Invoking Application | Commerce or Submissions invokes Membership’s trusted service functions for purchase work or delivered application decisions. | Coordinate purchases using membership-specific decisions., Apply delivered application outcomes. | Request purchase preparation, fulfilment, cancellation and enforcement., Deliver decisions for supported membership subjects. | service invocation of the Commerce participant function (no permission key)service invocation of the decision function (no permission key) | api |
ACT-MBR-012 | Membership Automation | Scheduled functions and background jobs perform membership status, billing, roster, snapshot, attention and event work. | Maintain operational membership records and publication without repeated staff requests. | Refresh standing and record detected period boundaries., Process planned billing actions and captured roster requests., Build and validate monthly reporting copies for publication., Deliver published membership outcomes to dependent applications. | the service's job and schedule identities (no permission key) | job |