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