Branch and State Officers – ability to submit Forms

Branch and State Officers – ability to submit Forms

Officers at a Branch and State level can be granted the ability to Submit forms (in the Members Area) on a Members’ behalf and also approve members forms, see the permission checkbox in image below

image-20250417-061728.png

To assign a Branch or State Officer ensure that you are at your Branch or State organisational level in Surfguard.
Open up the Officer list.
Edit the Officer
Tick the checkbox – ‘Online Form Submitter & Approver’ (State Level)
Tick the checkbox – Online Form Submitter’ (Branch Level)

Submit on Behalf of a Member at Club
If a Branch or State Officer wishes to create and submit a form in the Members Area – Forms section the following is displayed.

Branch level – shows all the clubs in the Branch

image-20250417-061746.png

State level – shows all the clubs in the State

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