Child pages
  • Manage Staff & Administrators
Skip to end of metadata
Go to start of metadata

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.

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:

  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:

  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

  • 614-360-2922

Email

Back to Club Administration


  • No labels