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๐Ÿง‘โ€๐Ÿซ How Do I Create and Manage Staff Accounts?

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


โœ… Creating a Staff Account #

  1. From the Administrator Dashboard or sidebar, go to Admin Settings
  2. Click โ€œStaff Managerโ€
  3. Youโ€™ll see a list of your current staff members and their last login times
  4. Click the โ€œ+ Add Staff Memberโ€ button
  5. Fill out the form with:
    • First Name
    • Last Name
    • Email
    • Username
    • Password
    • Role (Manager, Coach, Volunteer, or Other)
      ๐Ÿšจ 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 โ€œAdd Team Managerโ€ to finish creating the account

๐Ÿ› ๏ธ Managing Existing Staff #

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

Icon / OptionAction
๐Ÿ–Š๏ธ Blue PencilEdit staff member info, update team access, and view assigned requirements + statuses. [See: Setting Staff Requirements]
๐Ÿ—‘๏ธ Red Trash CanPermanently delete the staff member from the system
๐Ÿ“ง Blue Email IconSend (or resend) their welcome email and reset their password
๐Ÿ”˜ On/Off SwitchDeactivate the account to prevent login, while keeping their records (recommended instead of deleting)

๐Ÿ“Š Staff Requirements Report #

At the top of the Staff Manager page, youโ€™ll find the Staff Requirement Report, which shows you:

  • What each staff member is required to submit
  • Whatโ€™s been completed
  • Whatโ€™s still pending

๐Ÿงฉ For full details on how to configure these requirements, see:
โžก๏ธ Setting Staff Requirements