Coaches, AD assistants, principals, and other school staff need an invite to access the admin side of your school. Each invite sets the user's roles and permissions, and the user receives an email to accept it and log in.
Send an Invite
In the left sidebar, click Users.
Click Manage Invites -> Send Invite.
Enter the user's First Name, Last Name, and Email. Cell Phone and Work Phone are optional. Then click Proceed to Roles.
Select each role that applies to the user, then click Proceed to Permissions.
Set the user's permissions:
To give the user full access, click Add All Permissions.
To give limited access, open a category tab, such as Programs or Events, and turn on the permissions the user needs.
For program access, open the Programs tab and choose the program from Select Girls Program, Select Boys Program, or Select Coed Program. Turn on All Permissions for the program, or only the permissions the user needs, then click Save Permissions at the bottom of the page.
Tip: For suggested coach settings, see Recommended program user permission settings for coaches, sponsors, or directors.
Click the Send tab. Edit the Subject and Body if needed, then click Send Invite.
The Invites page opens with the new invite in the list, along with its Expiration date. The user receives an email to accept the invite and log in.
Manage Pending Invites
Click Users -> Manage Invites -> View Invites.
Find the invite. Use the search box or the All Roles and Any Permissions filters to narrow the list.
Click the pencil button next to the invite. From here you can:
Change the Expiration Date, then click Update Invite.
Use the Roles and Permissions tabs to change what the invite grants.
Open the Send tab to send the invite again.
Click Delete Invite to cancel the invite.
NOTE: A deleted invite can't be recovered. To give the person access later, send a new invite.
Manage School Users
On the Users page, search by name, or filter the list with All Roles and Any Permissions.
Edit a User
On the Users page, click the pencil button next to the user.
Use the tabs to update the user:
Profile: Edit the name or phone numbers, then click Save User. The Email field can't be edited.
Roles: Select or clear roles, then click Save Roles.
Notifications: Choose what the user is notified about. See Manage Notifications for School Users.
Permissions: Change what the user can access. See Manage school admin user permissions.
Remove a User
On the Users page, click the pencil button next to the user.
On the Profile tab, scroll down and click Remove Access.
Change the Athletic Director
The Athletic Director has access to all of your school's tools.
On the Users page, click the AD: button with the current Athletic Director's name.
Choose the new user from the Athletic Director list, then click Save.
Tip: To make someone a Co-AD, assign them an AD role on their Roles tab.