Overview:
This article will provide the step-by-step process on how club admins can create or add coaches into their club/organization.
Instructions:
Step 1:
- From the Dashboard page, click on the "Coaches" module (if you have the Default Dashboard layout) or click the "Club Management" drop-down and select "Coaches" from the drop-down list.
Step 2:
- From the Coaches overview page, click "Add Coach".
Step 3:
- Enter the Coach's Email/UserID, First Name, Last Name DOB & Postal Code, and select Search.
- This will search the system to alert you if a matching coach already exists.
Note: The Coach's Email/User ID is the only required field. However, If you fill out all 5 fields, you can add the coach instantly to your team (instead of sending a 'request a role' email to the coach).
A Common error is "email already exists." Here are the most common reasons for this error if you know the coach does have a profile:
- The name entered does not match the one on the coach's GotSport account. Make sure the name entered is an exact match and not a nickname or shorter version. Example: Jen vs Jennifer.
- There are spaces before or after the name when you enter it in the field
- The coach accidentally used their own email address to create their child's or spouses account. Check with the coach that they have a separate account from their child's/spouse's account.
Step 4:
- If there is not a Coach with matching information for those three data fields, you will be prompted to enter the information to create a new user.
Please note: You will then give the coach their email/userID that you entered and have them reset their password to complete their account setup.
- Once you have entered all the information, click "Save".
- You will then be redirected to his coaches account.
- The coach will now appear under the Coach Overview page.
Note: If you need to add the Affiliate and/or Competitive Level to an Individual Coach account, you can either click on their name to go to their Profile and click Edit, or click Edit next to their name in the coaches list.
- From the Edit page, you will select the affiliate name and competitive level for what you want to adjust by clicking on the Competitive Level dropdown.
- This will show you all the levels under each affiliation that are available for you to choose from
- Be sure to Save your changes when you've completed making the changes
You can also edit the User's Competitive Levels in bulk from the List Overview page. You will enable the checkbox next to the Users that you need to adjust and click the Comp Level/Affiliation to adjust levels in bulk.