To give someone access to the Coach / Manager, Staff Dashboard, you’ll need to create a Staff Account in the system.
✅ Creating a Staff Account #
- From the Administrator Dashboard or sidebar, go to Admin Settings
- Click “Staff Manager”
- You’ll see a list of your current staff members and their last login times
- Click the “+ Add Staff Member” button
- Fill out the form with:
- First Name
- Last Name
- Username
- Password
- Role (Manager, Coach, Volunteer, or Other)
🚨 This determines what requirements the staff member will be assigned to fulfill
- Choose the teams the staff member should have access to
- Click “Add Team Manager” to finish creating the account
🛠️ Managing Existing Staff #
From the Staff Manager page, you can take actions on any staff member:
Icon / Option | Action |
---|---|
🖊️ Blue Pencil | Edit staff member info, update team access, and view assigned requirements + statuses. [See: Setting Staff Requirements] |
🗑️ Red Trash Can | Permanently delete the staff member from the system |
📧 Blue Email Icon | Send (or resend) their welcome email and reset their password |
🔘 On/Off Switch | Deactivate the account to prevent login, while keeping their records (recommended instead of deleting) |
📊 Staff Requirements Report #
At the top of the Staff Manager page, you’ll find the Staff Requirement Report, which shows you:
- What each staff member is required to submit
- What’s been completed
- What’s still pending
🧩 For full details on how to configure these requirements, see:
➡️ Setting Staff Requirements