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Team Tab

Add team members to your profile

Updated over 2 weeks ago

Step 1: Navigate to Team Settings

To begin setting up your team:

  • Click on your Profile in the left hand menu.

  • Select Edit Profile.

  • Navigate to the Team tab.

  • This will open your Team Management Panel, where you can manage the people you collaborate with.

Step 2: Understand the Team Panel Layout

The team panel is divided into two sides:

  • Left Side – Your Team: People you’ve added to your team. You can register these people for events and access their horses.

  • Right Side – Their Team: People who have added you to their team. They can register you or your horses for events.

Step 3: Add an Existing Pegasus User to Your Team

To add someone already using Pegasus:

  • Click “Add Your First Team Member” or “Add Person” if you’ve added someone before.

  • Search for them by name or email.

  • Select their profile from the search results.

  • Click Save.

Note:

  • They must already have a Pegasus account to be added.

Step 4: View and Access Their Horses

Once a team member is added:

  • Click on the Horses tab in your profile.

  • You’ll now see all horses associated with that team member.

  • Each horse shows:

    • Name

    • Profile photo

    • Owner (i.e., which team member it belongs to)

    • Date the horse’s information (like Coggins) was last updated

Example:

If you’re a trainer and you add your student, you’ll now see their horse(s) and know whether all paperwork is up-to-date.

Step 5: Begin Event Registration

To register for an event:

  • Go to the Search Events.

  • Choose the event you want to register for, click 'Register'.

  • Your team members and their horses will now automatically appear as options in the registration process.

Step 6: Add Riders and Assign Horses

When you click Start on an event:

  • You’ll be able to:

    • Select a rider from your team.

    • Select a horse from that rider’s list of horses.

  • These selections link the rider and horse to the entry.

Tip:

This is especially useful for trainers or parents registering students or children.

Step 7: Assign Roles Using the Team Roles Page

During the registration process, you’ll reach a page labeled Team Roles:

  • This is where you assign formal roles for the entry:

    • Rider

    • Owner

    • Trainer

    • Guardian (if the rider is a minor)

  • Click Add Team Member and choose from your existing team list.

Note. Once assigned, each person will receive the appropriate documents to sign via their Pegasus account.

Step 8: Add Team Members During Registration

If you realize during registration that you forgot to add someone:

  • Click Add Person directly on the registration screen.

  • Search and add them just like in Step 3.

  • Once added, their horses will also appear in the horse selector.

Step 9: Create a New Account for Someone Without Pegasus

If the person doesn’t yet have a Pegasus account:

  • Click Add PersonNew Person.

  • Fill out their account details.

  • Click Save

Pegasus will:

  • Automatically create a new account for them

  • Email them login instructions and a temporary password

  • Allow them to claim their account, set a new password, and complete their profile

This is especially helpful for:

  • Elderly owners

  • Parents of junior riders

  • Less tech-savvy team members

Step 10: Remove Team Members or Horses (Optional)

To clean up your team list or horse list:

  • Go to your Team or Horses tab.

  • Click on the member or horse you want to remove.

  • Select Remove.

This keeps your profile organized and avoids confusion when registering for future events.

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