- 00.28: the staff member is not a user
- 00.51: create a new staff member
- 01.10: link the staff member to an existing user
- 01.26: why is important to link a staff member to a user
FEATURE DESCRIPTION
Creating a New Staff Member in Iterpro
This guide explains how to create a staff member in Iterpro, manage their details, and link them to an existing user. A staff member represents a club professional who can be included in training events but is not automatically a system user.
To create a new staff member in Iterpro, follow these steps:
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Access the Staff Section
- Navigate to Administration > Squads.
- Click on the filter icon in the top right corner.
- Select Group > Staff to display all staff members in your team(s) and across the system.
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Create a New Staff Member
- Click on Add New and select Staff.
- The system will automatically add them to the current season if needed.
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Enter Personal Details
- Click Edit and fill in the required personal information.
- Once completed, close the Personal section and open the Team section.
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Assign a Role and Link to a User
- Select the staff member's position within the club.
- If the staff member needs access to system features, link them to an existing user. This is essential for:
- Accessing the CoachApp.
- Being included in "Shared with" lists.
- Viewing the Videogallery, provided the necessary permissions are granted.
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Save and Finalize
- Once all details are set, click Save.
- The staff member will now be available in the system and linked to the assigned user, ensuring proper access to relevant functionalities.
By following these steps, you can effectively manage staff profiles and ensure they have the correct system access.