Admin Management
WHAT IS IT?
Our new Admin Management tools give you the ability to fully control your users' access. We have made it easier for you to manage each users permissions, roles, and assigned programs. By creating custom user roles, you can provide limited access to users and ensure that only the correct people have access to sensitive data such as background checks.
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Create custom roles for your users
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Auto assign admins to new programs
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Easily manage all staff and their permission levels
I WOULD LIKE TO...
ADDING ADMINS FROM THE PARENT ASSOCIATION LEVEL
Note: Adding an Admin at the Parent Association level gives you the ability to add an Admin to more than one branch at a time
1. Go to your Parent Association
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2. Click the Users & Members tile
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3. Click the Add User button
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4. Enter the First Name, Last Name, E-Mail Address of new admin (Phone Numbers optional)
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5. Click the Add User button
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6. To give the user access to all current and future programs in a certain branch, select the branch(es) under Auto add this user to programs based on the following criteria
7. If you only want the user to have access to certain program categories, select the program categories in the Select category, if necessary box
Example: If the user is an Aquatics Director, adding Swim Lessons will give them access to only the swim programs under the selected branch
Example: If the user is a Sports Director, adding Baseball, Basketball, Football, Soccer, and Volleyball will give them access to all programs in those categories under the selected branch
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8. You must set a role for the admin. To do this, click the Roles tab
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9. Click the roles that you would like to assign to the admin
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To view the admin permissions related to each role, click here
10. To change the program access of admins, click on the Programs tab
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11. Select the specific branches and/or programs that you want the admin to have access to, or deselect the programs that would not like them to have access to
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12. Click the Update Settings button to save changes
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ADDING ADMINS FROM THE BRANCH LEVEL
Note: Adding an Admin at the Branch level gives you the ability to add an Admin to programs within that branch
1. Go to your Branch page
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2. Click the Users & Members tile
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3. Click the Add User button
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4. Enter the First Name, Last Name, E-Mail Address of new admin (Phone Numbers optional)
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5. Click the Add User button
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6. To give the user access to all current and future programs in a certain branch, select the branch(es) under Auto add this user to programs based on the following criteria
7. If you only want the user to have access to certain programs, select the programs in the Select category, if necessary box
Example: If the user is an Aquatics Director, adding Swim Lessons will give them access to only the swim programs under the branch
Example: If the user is a Sports Director, adding Basketball, Volleyball, Soccer, Football, Baseball will give them access to all of those programs
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8. To set the role for the admin, click the Roles tab
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9. Click the roles that you would like to assign to the admin
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10. To change the program access of admins, click on the Programs tab
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11. Select the specific programs that you want the admin to have access to, or deselect the programs that would not like them to have access to
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12. To view ALL PROGRAMS or INACTIVE PROGRAMS, use the drop-down menu
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13. Click the Update Settings button to save changes
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Thank you for your feedback!
CREATE CUSTOM USER ROLES
1. Go to your Parent Association
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2. Click the Users & Members tile
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3. Click the Configure Program User Roles tab
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4. Click the Add Role button
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5. Enter the Role Name and Role Description
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6. Click the Submit button
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7. Click the Set Permissions button to choose what features the role will have access to
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8. Check the box next to each permission that you would like the role to have access to
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9. Click the Submit button when finished
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DEFAULT USER ROLE PERMISSIONS
Aquatics Directors - Evaluations, Manage Website, Multi-Event Registration, Registration, Retail & Uniforms, Schedules, Send Messages, Settings, Group/Shift/Team, Athlete/Attendee/Camper/Cheerleader/Participant/Player/Runner/Swimmer,
Swim Testing
Back Office Staff - Manage Website, Organization Management, Send Messages, Settings
Background Checks - All Branches - RiskMGT, Send Messages, Access Data from Other Branches, Upload Background Check & Remove/Renew Preapprovals, View Background Check and Prerequisite Data
Background Checks - Assigned Branches - RiskMGT, Send Messages, Upload Background Check & Remove/Renew Preapprovals, View Background Check and Prerequisite Data
Camp Directors - Evaluations, Manage Website, Multi-Event Registration, Registration, Retail & Uniforms, Schedules, Send Messages, Settings, Group/Shift/Team, Athlete/Attendee/Camper/Cheerleader/Participant/Player/Runner/Swimmer
Check-In/Out Representative - Check-In/Out Authority
Childcare Directors - Evaluations, Manage Website, Multi-Event Registration, Registration, Retail & Uniforms, Schedules, Send Messages, Settings, Group/Shift/Team, Athlete/Attendee/Camper/Cheerleader/Participant/Player/Runner/Swimmer
Forms/Waivers/Prerequisites - All Branches - RiskMGT, Send Messages, Access Data from Other Branches, Upload and Set Approval for Forms/Waivers/Prerequisites
Forms/Waivers/Prerequisites - Assigned Branches - RiskMGT, Send Messages, Upload and Set Approval for Forms/Waivers/Prerequisites
Gymnastics Directors - Evaluations, Manage Website, Multi-Event Registration, Registration, Retail & Uniforms, Schedules, Send Messages, Settings, Group/Shift/Team, Athlete/Attendee/Camper/Cheerleader/Participant/Player/Runner/Swimmer
HR Administrator - Organization Management, Add Users, Manage User Roles/Settings/Assignments
Sports Directors - Evaluations, Manage Website, Multi-Event Registration, Registration, Retail & Uniforms, Schedules, Send Messages, Settings, Brackets, Group/Shift/Team, Athlete/Attendee/Camper/Cheerleader/Participant/Player/Runner/Swimmer
REMOVE AN ADMIN
1. Go to your Parent Association
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2. Click the Users & Members tile
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3. Click the Edit button next to the user that you would like to remove
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4. Click the Roles tab
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5. Uncheck all of the boxes so that none are checked
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6. Click the Update Settings button
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7. Click the Manage Other Users button
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8. Next to the user, click the Remove button
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MANAGE BRANCH/PROGRAM DIRECTORS
1. Go to your Parent Association page
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2. Click the navigation icon
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3. Click Manage Program Directors
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4. To edit the existing branch contact, click the Edit Contact button
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5. Enter the updated contact information in the fields provided
6. When finished, click the Update Master Account button
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7. To set a new person as the branch contact, click the Set New Contact button
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8. Enter the email address of the new branch contact
9. Click the Set New Contact button
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10. To view/edit Program Contacts under the branch, click the Program Contacts button
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11. To set a new Program Contact for a program, click the Set New Contact button
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12. Type in the email address of the new program contact
13. Click the Set New Program Contact button
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Thank you for your feedback!