Table of Contents
To give someone access to the Coach / Manager, Staff Dashboard, youโll need to create a Staff Account in the system.
โ Creating a Staff Account #
- From the Administrator Dashboard or sidebar, go to Admin Settings
- Click โStaff Managerโ
- Youโll see a list of your current staff members and their last login times
- Click the โ+ Add Staff Memberโ button
- Fill out the form with:
- First Name
- Last Name
- Username
- Password
- Role (Manager, Coach, Volunteer, or Other)
๐จ This determines what requirements the staff member will be assigned to fulfill
- Choose the teams the staff member should have access to
- Click โAdd Team Managerโ to finish creating the account
๐ ๏ธ Managing Existing Staff #
From the Staff Manager page, you can take actions on any staff member:
Icon / Option | Action |
---|---|
๐๏ธ Blue Pencil | Edit staff member info, update team access, and view assigned requirements + statuses. [See: Setting Staff Requirements] |
๐๏ธ Red Trash Can | Permanently delete the staff member from the system |
๐ง Blue Email Icon | Send (or resend) their welcome email and reset their password |
๐ On/Off Switch | Deactivate the account to prevent login, while keeping their records (recommended instead of deleting) |
๐ Staff Requirements Report #
At the top of the Staff Manager page, youโll find the Staff Requirement Report, which shows you:
- What each staff member is required to submit
- Whatโs been completed
- Whatโs still pending
๐งฉ For full details on how to configure these requirements, see:
โก๏ธ Setting Staff Requirements