How do I add a NEW staff member to my club?

Staff can be added to the whole Organization / Club or just on a team or several teams within the Org/Club. It depends upon what kind of authorizations you would like to assign them within the system. See instructions below outlining the two options available for adding staff. You will need to have been given permission within your club to ‘Manage Staff’ before you can add a staff member to the club.

Option 1 : ORGANIZATION/CLUB level

If the staff member is a part of the organization and but not specifically assigned to one team (or if you intend for them to be on several teams you may want to use this option) and you would like to add them at the ORGANIZATION/CLUB level follow these instructions:

1. Log in and make sure you stay at the ORGANIZATION level. When the team scroll down menu is set at ‘All Teams’ you are at the Org level. If you do not see the ‘All Teams’ option, you do not have Org level permissions set for yourself. From here, select the STAFF then ADD NEW STAFF option.Play_-_Add_staff_1_original-

2. The Add New Staff form will look like the one shown below. If you are unsure of which staff permissions you should assign, read about permissions here. Be sure to pay attention to the fields marked with an asterisk (*) in the corner, those are mandatory fields and if they are not filled out you cannot submit the form. If a field turns red, there is an issue with the data. If all fields are green, the blue button to ‘submit’ will be ready to be selected. The background check confirmation number field has been added, if you have the number this is an option here but there are other options to submit it elsewhere in the system.

Play_-_Add_staff_2_original-

Option 2 : TEAM level

If the staff member is assigned to one team these instructions apply. If you are adding them for the first time the club now, and you are also going to be adding them to one or many teams in the club, first get them entered using the method below, then follow these instructions to add them to additional teams.

1. Log in and make sure you stay at the TEAM level. Use the team drop down menu to select the team you want to add staff to. From here, select the STAFF then ADD NEW STAFF option. To verify you are on the correct team, the team name will show at the top of the page near the Add Staff button.

Play_-_Add_staff_on_team_2_2_original-

2. The Add New Staff form from a specific team will look like the one shown below. If you are unsure of which staff permissions you should assign, read about permissions here. Be sure to pay attention to the fields marked with an asterisk (*) in the corner, those are mandatory fields and if they are not filled out you cannot submit the form. If a field turns red, there is an issue with the data. If all fields are green, the blue button to ‘submit’ will be ready to be selected.

Play_-_Add_staff_on_team_2_original-

 

 

 

 

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