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Administration Site Help Documentation

Learn how to manage all of the users, system access and data permissions for your software

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Administration Site Help DocumentationRoles

Administration Site Help Documentation

Roles

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Important Information to know before you start to use the Administration Site 6
Users (People) on the System 5
Adding a User: understanding the different types of error messages 2
- 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 10
Groups 6
Need a complete list of all Groups, and Coaches of Groups for the site? 2
- The "Groups Audit" button does a complete export of all groups and coaches of each group into a csv spreadsheet
- You can also see which groups each individual has access to, or is in, via the License Audit Module
Importing a group of Players and/or Professionals into the system 2
- 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 2
- 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 1
- When a Professional Leaves
Coach Administrator Licence Access 5
Admin Locks Module to prevent Coach Administrators from editing specific users account details 2
- The Admin Locks Module is available for use again in Version 3.635 and above
- "Admin Locks" Module: Administrators can set a Role to be locked to prevent a Coach Administrator from editing any of the users' account details in that Role
The New License Audit Module 2
- New License Audit button to generate a list of all active licenses on the system
- The Unique User ID field from a user's account is now included in the Licence Audit Module
Setting up a Favourite Event to appear for all users in a specific Role 2
- Favourites won't appear unless the Athlete History and Enter Data System Permission are enabled
- 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 2
- Setting up notifications to appear on a Users Home Page when they login
- Using the "System Messages" on the Administration Site to embed a PDF on the Home Page of a system. This is NOT supported
Daily Reminders: How to set up E-mail and Text Reminders for athletes to enter in data 4
Page Layouts: How to completely change the look and feel of your site 9
The Categories Module enables access to Resources and Resource-Attachments 10
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 2
- 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
Users who are shared between two or more applications. 1
- Users who are in one or more applications are now only removed from the application they are deleted from

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How to add new users, assign groups and manage system access, through to setting up Custom Messages or Favourites on a users system.

Other Resources

Administration Site Help Documentation

Recent Updates

Users who are in one or more applications are now only removed from the application they are deleted from
Setting up a Default Roles for the Public Registration
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
Parent-Child Form Uploads, Attachments, Attachment Resources and Assigned Categories
Users who have access to "Manage Resources" System Pemission can upload, edit, delete, and assign a Resource to specific User/s

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