SMARTABASE Support Site
Administration Site Help Documentation
Important Information to know before you start to use the Administration Site
The Administration Site is ONLY Accessible Online using an Internet Browser
The Different Functions Available in the Administration Site
If you delete a person from the People Page you are deleting them AND all of their data from the system
When you use the "Add Multiple" button to add multiple people, system permissions or data permissions, only the visible permissions will be added
You can Import Multiple Users at a time, but you only get ONE chance to do it correctly, and it cannot be undone if you make a mistake
Users (People) on the System
What is a user?
Adding in a new user and setting them up with Roles in a Group, or as a Coach of a Group
Sending out the new users login information
Adding a User: understanding the different types of error messages
Red Error messages when you add a new user?
Yellow Unexpected Error Message: This can occur because a user exists on a different site that it set up to share users between
Roles
What is a Role
Adding a Role
System Permissions in Roles
The Search Module System Permission
Data Permissions: Understanding the Calendar and Linked Permissions
Data Permissions to enable access to the capability to set up Front Page Reports on other Users' systems and to share reports with other Users
Groups
Thinking about your Grouping Structure/s is the FIRST step you need to take before you create any new groups
How to Create a New Group of athletes/players
Adding Group that becomes a Sub Group
Copy Athletes from an Existing Group to Another Group
Need a Full List of all Groups and Coaches of Groups on your site
The "Groups Audit" button does a complete export of all groups and coaches of each group into a csv spreadsheet
Importing a group of Players and/or Professionals into the system
Importing Multiple Athletes and Professionals into the system
Updating/Modifying Roles and Grouping structures for existing athletes and coaches
How to Archive old players/athletes
Archiving 1-2 players without removing their data from the system
Archiving all athletes in one Group or all athletes across Multiple Groups
Archiving Professional licences
When a Professional Leaves
Setting up a Favourite Event to appear for all users in a specific Role
How to set up Favourite Event/s for all users by Role
Create Messages or Notifications to appear on a Users Home Page. This can be set individually, for a Group or for a Role
Setting up notifications to appear on a Users Home Page when they login
Page Layouts: How to completely change the look and feel of your site
How the Custom Page Layouts are proritised to show
Creating a new Page Layout
Setting up the Tabs on a Page Layout
Setting up the Small Links on a Page Layout
Setting up the Sections for a Page Layout
Upload you own custom CSS styling file, Background Image and Header Image
Apply a Page Layout to a Group
Apply a Page Layout to a Role
Public Registration allows a user to register on a site and their details are added to the application. They can even be set to login automatically if you need
New Users can now Register for the system on a Registration Page.
Once a New Users Registers their details, the steps the Administrator needs to take vary depending on whether there was a default role/s set up
Setting up a Default Roles for the Public Registration
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