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Back to Club Administration

Introduction

This feature allows club administrators to grant full and partial administrative access to individual users. Users who are granted administrative access can see the 'Club/Clinic Staff' box on their homepage. Users with full 'Administrator' access can see all configuration tools, reports and member management. Users with 'Coach (limited)' access can view the 'Participants by Service' and 'Registrations by Service' reports; 'Manage Participants & Members'; and the 'Applied Discounts' and 'Applied Coupons' reports. Users with 'Reports (limited)' access can see only the 'Participants by Service' and 'Registrations by Service' reports.

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Administrative Roles

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Tip

Note: These instructions are for club administrators who have staff access to their club's management resources

Overview

Once a club or team administrator is initially given access by their RegattaCentral Account manage they can grant other's Administrator, Coach or Reports only access to the club management site. Below is a chart that explains the differences between those three designations along with a step-by-step guide on granting those roles. 

Administrative Roles


AdministratorCoach (limited)Reports (limited)
Services, Fields, Periods, Groups & DiscountsX
  


Shells, Equipment & FacilitiesX
  


Staff & AdminstratorsX
  


Manage > Participants & MembersXX
 

Accounts with Open BalancesX
  


Daily ActivityX
  


Participants by ServiceXXX
Registrations by ServiceXXX
Applied DiscountsXX
 

Applied CouponsXX
 

General Ledger Accounting SummaryX
  


AccountingX
  

Instructions

To Add Staff Access:

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  1. Click the 'Staff & Administrators' link
  2. Use the drop down menu to select the account holder's name. The menu shows users who have registered for your club's services. If the user has not registered for a club program you can type his or her RegattaCentral username into the box located to the right of the drop down menu.
  3. Select the level of permission
    1. Selecting 'Administrator' will give the user access to all of club management
    2. Selecting 'Coach (limited)' will give the user access to 'Participants by Service' and 'Registrations by Service' reports; 'Manage Participants & Members'; and the 'Applied Discounts' and 'Applied Coupons' reports
    3. Selecting 'Reports (limited)' will give the user access to the Participants and Registrations reports only
  4. Click the 'Submit' button to add the permissions to the user's account

To Remove Staff Access:

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  1. Click on the red button to the left of the person's name
  2. Click the OK button when it asks you whether you want to remove administrative privileges for the user

Support

Phone

  • United States & Canada: 614-360-2922
  • Australia: +61 2 6100 4216

Email



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How to grant access to club administration: 

  1. Login using the 'Login' at the top of the RegattaCentral homepage.
     
    1. If you do not have an account or can not access yours follow the instructions in 'getting started
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  2. After Logging on to RegattaCentral your club will be located on the lower left of your dashboard below regatta calendar. Click on your club name. 
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  3. Your club management page will then open. 
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  4. You can access the administrative role editing function two ways:
    1. Click the orange 'staff and administrators box'                                       OR
    2. Click Manage on the left side of the screen. Then click 'staff and administrators' 
  5. This will open the administrative role editing page: 
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  6. To add a new role: 
    1. Click on 'the drop down menu' and select their name, or enter their username (this is the username they use to login to RegattaCentral
    2. Click the 'select role drop down menu' and select the role you wish to grant that person.
    3. Click 'submit'

Support

For assistance, please contact your RegattaCentral Account Manager. If you need help finding their information, please contact support@regattacentral.com with "Please forward to Account Manager" in subject line or call 614-360-2922.