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6. Roles

Add team members to entries for signing paperwork

Updated over 2 weeks ago

Step 6, Team Roles tab

The Team Roles tab is where you assign team members to each entry. These roles may include:

  • Trainer

  • Owner

  • Guardian (required if the rider is a minor)

  • Groom

  • Etc.

This step ensures that the appropriate individuals are attached to each entry and receive the necessary documents to sign.

Step 2: Preview Required Paperwork

At the top of the page:

  • Click the paperwork icon to view documents that team members will need to sign for the entry.

  • You might see one or multiple documents depending on the event.

  • Clicking a document will open it in a new tab for you to review.

Note: You are not required to take any action here, this is for your reference only.

Step 3: Review Registered Riders and Horses

Scroll down to the entry section to view:

  • The list of riders already registered (e.g., Mallory, Jeffrey, Jennifer)

  • The horse each rider is competing with (e.g., Mallory is riding Rambo)

If a rider is a minor, the system will automatically display a “Guardian Required” message next to their name.

Step 4: Add Team Members to an Entry

To assign roles for a rider:

  • Click Add Team Member next to their name.

  • Two dropdown menus will appear, fill each field.

  • Note. You can only select from team members add on Step 1 of registration.

Steps to complete:

  1. Select the team member from the first dropdown (on the left).

  2. Choose the appropriate role from the second dropdown (e.g., Trainer, Guardian, Owner).

You can repeat this process to assign multiple roles to the same person.

Example:

  • For Mallory (a minor):

    • Assign Sam Wickedi as Trainer.

    • Assign Sam Wickedi again as Guardian.

    • Assign Mallory herself as Owner (if she owns her horse).

Once the Guardian is assigned, the system will mark this requirement as fulfilled with a green status indicator.

Step 5: Assign Roles for Other Riders

Repeat the process for any additional riders as needed.

Example:

  • For Jeffrey Adler, if he is his own:

    • Rider

    • Owner

    • Trainer

      You can assign him to all three roles.

Tip: You are not required to assign team members for every rider unless the system flags it. The Guardian role is mandatory only for minors.

Step 6: Guardian Account Requirements

To be assigned the Guardian role:

  • The team member’s Pegasus account must show a date of birth indicating they are over 18.

  • If their DOB is not set correctly, they will not be eligible for this role.

Step 7: Continue to the Next Step

Once all required roles (especially for minors) are fulfilled:

  • Click Next to proceed in the registration process.

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