Administration Site Help Documentation The New License Audit ModuleThe Unique User ID field from a user's account is now included in the Licence Audit Module
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
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