Page tree
Skip to end of metadata
Go to start of metadata

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

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
  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. 
  3. Your club management page will then open. 
  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: 
  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.


  • No labels