How to assign access to a Category/Categories
When each Category is set up you will need to assign access to each of these based on the type of user who is accessing the system.
Administration Site Help Documentation
Learn how to manage all of the users, system access and data permissions for your software
Topics
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Important Information to know before you start to use the Administration Site
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- 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
- The user who is the Main Administrator for an application cannot be deleted by other Administrators
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Users (People) on the System
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- Administration Site: People permissions layout change
- 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
- New Password Security Criteria: 8 characters with at least 1 Upper Case, 1 lower case, and 1 numeric character
- Sending out the new users login information
- Adding a User: understanding the different types of error messages 2
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Roles
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- Administration Site: Role permissions layout change
- What is a Role
- Adding a Role
- System Permissions in Roles
- The Search Module System Permission
- Data Permissions: Understanding the Calendar and Linked Permissions
- System Permissions to enable access to the capability to set up Front Page Reports on other Users' systems and to share reports with other Users
- A timeout session expiry length can also be set for any Role in the application
- Admin Site: Separate "Reports - Send Email" System Permission to enable users to Email PDF's generated from the Athlete History and Reports
- Site Admin: Edit Athlete Accounts System Permission
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Groups
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- CRITICAL WARNING: COACH ONLY AND ATHLETE ONLY FIELD VISIBILITY REMINDER
- Thinking about your Grouping Structure/s is the FIRST step you need to take before you create any new groups
- Administration Site: Group permissions layout change
- 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 complete list of all Groups, and Coaches of Groups for the site? 2
- Importing a group of Players and/or Professionals into the system 2
- How to Archive old players/athletes 2
- Archiving Professional licences 1
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Coach Administrator Licence Access
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- A Coach Admin is created by a Site Administrator adding an existing user into the Administration Capabilities Section/s
- What is a Coach Administrator Licence and what can these users access on the Administration Site?
- Coach Admin: Create new users and add these users to Groups/Roles
- Coach Admin: How to move people between groups
- Coach Admin: How to edit an existing user's account information and/or remove them from groups or roles you administer
- Admin Locks Module to prevent Coach Administrators from editing specific users account details 2
- The New License Audit Module 2
- Setting up a Favourite Event to appear for all users in a specific Role 2
- Create Messages or Notifications to appear on a Users Home Page. This can be set individually, for a Group or for a Role 2
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Daily Reminders: How to set up E-mail and Text Reminders for athletes to enter in data
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- The Daily Reminders Module is NOT for critical communication
- The Daily Reminders Module: How to set up a recurring e-mail or text reminder to be sent on a specific day and time to an athlete/s
- Examples of Daily Reminders sent via E-mail, Text or Internal Mail
- The Daily Reminders Module: How to stop a reminder for an athlete or remove it from the system
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The Categories Module enables access to Resources and Resource-Attachments
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- Important Information you need to know about the new Attachment-Resources Security Measures
- The Categories Module
- Why do we need Categories (Folders) to be set up on the Administration Site?
- Automated Categories will be created for Existing Resources, you MUST assign access to the correct Categories
- How to set up a new Category
- How to edit an existing Category
- How to assign access to a Category/Categories
- What happens when you delete a Category?
- 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
- 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
- Users who are shared between two or more applications. 1
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
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