How to set up user accounts

To create a user account within your organization account you will need to complete the following steps below.

 

Step One:

While on your "home" tab click on User Accounts in the grey menu bar.

(This must be done from an account within the organization account that has access to the "Home" tab)

 

 

Step Two:

Click on "Create User Account." 

 

 

Step Three:

Set up a Username and Password for User Account.

 

Step Four:

Set Primary Role and Access Level along with which tabs the user will have access to.

• Full Access gives a user access to all tools within the tabs they have access to.
• Basic Access gives a user access to some tools within the tabs they have access to.
• Limited Access gives a user view only privileges within the tabs they have access to.

(Not all user accounts will need access to every tab within your organization account)

 

Step Five:

Add the tabs the user will need access to. (Tournaments for tournament directors, club for registrars, etc...)

Step Six:

Enter in User's basic contact information. This includes: Name*, Email*,Gender, Date of Birth, Address, and Phone Number. (* indicates a required item)

 

Step Seven:

Save The User Account.

 

This will complete the process in creating a user account. To see your full lists of User Accounts after creating the user account you click back on the "User Accounts" tab and see your full lists of accounts with access to your organization.

 

 

Edited by PC 4/11