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πŸ§‘β€πŸ« How Do I Create and Manage Staff Accounts?

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To give someone access to the Coach / Manager, Staff Dashboard, you’ll need to create a Staff Account in the system.


βœ… Creating a Staff Account #

  1. From the Administrator Dashboard or sidebar, go to Admin Settings
  2. Click β€œStaff Manager”
  3. You’ll see a list of your current staff members and their last login times
  4. Click the β€œ+ Add Staff Member” button
  5. Fill out the form with:
    • First Name
    • Last Name
    • Email
    • Username
    • Password
    • Role (Manager, Coach, Volunteer, or Other)
      🚨 This determines what requirements the staff member will be assigned to fulfill
  6. Choose the teams the staff member should have access to
  7. Click β€œAdd Team Manager” to finish creating the account

πŸ› οΈ Managing Existing Staff #

From the Staff Manager page, you can take actions on any staff member:

Icon / OptionAction
πŸ–ŠοΈ Blue PencilEdit staff member info, update team access, and view assigned requirements + statuses. [See: Setting Staff Requirements]
πŸ—‘οΈ Red Trash CanPermanently delete the staff member from the system
πŸ“§ Blue Email IconSend (or resend) their welcome email and reset their password
πŸ”˜ On/Off SwitchDeactivate the account to prevent login, while keeping their records (recommended instead of deleting)

πŸ“Š 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:
➑️ Setting Staff Requirements