CREATE A NEW USER
- 00.00: only for admin users
- 00.09: create a new user
- 00.20: choose admin role and language
- 00.36: invite new user
- 00.43: resend invitation to users
- 00.52: edit user details
SET THE PERMISSION
- 0.00: grant access to the users
- 00.11: add permission to the user
- 00.28: add permission to the coach and/or director app
- 00.34: apply the permissions to other users
- 00.47: explanation of user slots available
ADDITIONAL OPERATIONS
- 00.08: how to delete an active user
- 00.21: how to revoke invitation of a user
- 00.30: export CSV report of users in your account
FEATURES DESCRIPTION
The Setting - Users and Permissions screen is accessible only to admin users and allows them to manage all users within the system.
Creating a New User
To add a new user, click on the Add button and enter the creation panel. In here, you will be able to add a singular user's email, or multiple by dividing them with a , (comma).
After you add the desired email addresses, you will be able select whether you want the users to be admin, as well as which language to set the system for them.
Once the user is created and saved, they will appear in the user list.
Sending Invitation Email and Editing User Information
- The users will automatically be invited upon creation and receive an email to accept.
Important: the invitation token has a duration of 24 hours, which means that you will have to invite users again after this time limit. You can simply click on the three-dot menu in the user's profile and resend or revoke the invitation.
- If you need to edit user details, click on their name or email address. This will open a panel where you can:
- Edit name or last name
- Enable or Disable Admin role
- See if they accepted the invitation
- See if the last time they logged in.
* Keep in mind that this value represents the last time the user added his credentials and not the last time he accessed.
Granting Team Access and Setting Permissions
Admins can assign users to one or multiple teams and define their permissions.
- Click on Grant Access under the respective team(s).
- Select the user’s role and permissions within the system. Here you can customize the specific modules that you wish this user to be able to access/see in their version.
Important: Keep in mind that if you set a user as ADMIN, they will automatically be provided access to all available modules. - You can also grant access to specific applications, such as the Coach App or Director App, and configure their permissions accordingly.
- Once all the permissions have been set, you can apply them to any user in the same team by clicking on the APPLY TO button and selecting the desired people.
Note: If a user has access to multiple teams, they will occupy one slot per team. For example, if a user is assigned to DemoteamX, DemoteamX Academy, DemoteamX U18, and DemoteamX U21, they will use one slot for each team.
Deleting a User and Downloading a CSV Report
Within this section, you will also be able to conduct further operations, like deleting/revoking accesses as well as exporting reports on such details about your club.
- To remove a user, select the checkbox next to their name and click Delete.
- You can click the three-dot menu next to the player's name and click on Revoke invitation (if he hasn't accepted it) or Delete User. This will remove his record from your list.
- You will also be able to export your user list in CSV form, which will allow you to see in detail all the information, permissions, teams, and so forth for each one of them.
