Manage accounts
Add a new account
Making adjustments to account profile setup
Edit, delete or block an account
Reviewing account details for several people at once
Making changes to multiple accounts at once
Manage Accounts
As an admin, you can view all account on the "Manage Accounts" page.
There are several tabs to show you various profile information from all accounts.
The tables are all interactive, so you can search, multi select to edit, or event click the pencil icon next to a field to edit the information right within the table.
Accounts without roles cannot see the other users within the system, but Members and Parents will be cable to see their fellow members on the "Members" page. The information is more limited on these pages, and users can select what address and contact information is shared here within their profile.
As an admin, you can set the overall privacy settings for accounts. This is done under:
Admin tools & Settings > Account Settings
There is more information on this topic here.
Add a new account
Admins can add a new account by going to: Accounts > Add account
All that's required is a name, but it is also recommended to add a valid email address so that accounts can be contacted.
Be sure to assign a role that gives your user an appropriate level of permissions so that can interact with the site. If they are just a mailing list contact, there is no need to assign them a role, but you will want to assign them a Subgroup or label for organization. Subgroups are visible to the assignee. Labels private and are only seen by the leadership.
Making adjustments to the profile setup
You can add your own custom profile fields via: Admin Settings & Tools > Custom Profile Fields page. There is more information on adding custom profile fields located here.
You can choose what fields a Member will be reminded to fill out on the "Account Settings" page. This is accessed via Admin Settings & Tools area.
The will be sent reminder emails regarding these fields until they have filled them in.
Edit, Delete or Block an account
You can edit any account as an admin by going to the "edit" tab when viewing their profile.
If you wish to remove an account from the system you can delete their account. This will permanently remove all of their personal information and data from the site.
Sometimes, you may wish to remove them from your active list, but keep their account data and history for record keeping. In this case, it would be best to change their account status from "active" to "blocked". Blocked users cannot login to the site, and do not receive any notifications or emails. However, it will retain their order and membership history. A blocked user can be switched back to active at any time. This is the best option for members who may drop out for a season and do not need site access or emails, but then may return at a later date.
Reviewing profile information for several accounts at once
The "Manage Accounts" page (located under "Accounts" in the menu) is accessible by Admins, Managers and Coordinators, and offers a detailed overview of all accounts within your site.
