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, Chapter Manager, 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 |
| Chapter Manager | The person who ensures chapter rosters are updated, submits requests for any changes with the chapter or branch information, and adds contractors in the system. | Add Contractors Manage Affiliations |
| Client Intake Coordinator | 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 |
| 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 contract to comply with the Code of Ethics. | Depending on the admin positions assigned to a contractor, they can have access as a Client Intake Coordinator, Volunteer Intake Coordinator, Event Manager, and/or Chapter 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 |
| 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 |
| 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 rosters and assists with ongoing volunteer engagement activities. | |
| 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 |
| Secretary | The secretary performs the duties normally incident to that office, including the following (unless delegated elsewhere): keeps minutes of chapter meetings and training sessions, tracks compliance on required National forms and volunteer training., and assists the Chair in the implementation or delegation of chapter activities at the discretion of the Chair. | classification/position-dependent interaction |
| 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 administration of the Chapter. | |
| Vice-Chair | Chapter leader, directly below chapter Chair. | 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 |
| Webmaster | The volunteer in the chapter is responsible for updating the chapter website. | classification/position-dependent interaction |
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