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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
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

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

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