Adding A Person

15 Jul

First hover on the people menu item.

  1. Click on Add Person
  2. Enter the person’s First and Last name.
  3. Now we need to choose the system access level for the person there are 4 levels of access.
    1. No Login – This level of access means that the member cannot login, an example of this would be a child.
    2. Standard user – This level of access allows the ability to manage their own profile and any connected profiles an example of this person would be a parent.
    3. Manager – This level gives the person the ability to manage other members an example of this person would be a coach.
    4. Admin – This level gives the person the ability to manage the whole club an example of this person would be a committee member or an administrator.

 

Please note any level above no login will require an email address for the person to be able to login and for you to save the form.

 

  1. Continue filling in the fields until you get to the add to team section
  2. Once you have chosen a level you can now to attach a person to a group, there are 3 options.
    1. None – A member is a person doesn’t need to be attached to a group. An example of this would be a parent.
    2. Add as Member – A member is a person who belongs to the group for example maybe a team member.
    3. Add as Staff – A staff is a person who coaches or manages the group
  3. People no matter their access level can be attached to as many groups as you like.

 

  1. Continue filling in the fields until you get to the tags section
  2. Tags – Tags are the optional ability to sub group people for example you may want to create a “committee” tag. Tags can be used to send emails or invite people to events.
  3. If you have any custom fields these will now appear here

 

  1. Now we move on to contacts – Contacts are people that are connected to the person you are creating. When you attach this person - For example it could be a parent. You have 2 options when it comes to contacts you can either:
    1. Attach Existing – This is a person who is already in the system.
      1. Click on the “Attach Existing”
      2. This will open up a search field to the left of the button
  • Start typing a name,
  1. Then select the name
  2. After selecting the name the details of that person will then show in the box below.
  3. Choose the type of contact. Primary, Standard, Emergency – (these are just labels and don’t have any different features).
  • Enter the relationship for that person.
  • Choose if you would like to give them system access to the person you are creating or not.
  1. Choose if you would like this person to receive communication for the other person you are creating by clicking the box.

 

  1. New contact – This is a new person who is not in the system already.
    1. Click on “New Contact”
    2. Enter in the name and the relationship for that new contact
  • Choose the type of contact. Primary, Standard, Emergency – (these are just labels and don’t have any different features).
  1. Choose if you would like to give them system access to the person you are creating or not.
  2. Enter in their email, phone and mobile.
  3. Choose if you would like this person to receive communication for the other person you are creating by clicking the box.

 

  1. Once you have entered in all the data and you have attached or created your contacts you can now save the person by clicking save on the blue control bar.
  2. You will now be redirected back to the person you have just created.
  3. You’re done.

Once you have clicked “save” the system will check to see if there are any fees applicable for the groups you have added your person in to, it may prompt you to apply the fee. Click the apply fee button to apply this fee, after clicking the apply fee button you will notice the button has now changed to “Applied” you can now see this fee in the fees tab.

 

Please note: When you click save it may take a little while to save the person, this is because any new email addresses will be checked to see if they are correct.

If the system can’t find an email address under that email address and you know it is correct you can override the warning by clicking on the blue words that say “override this warning”

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