Champagne

Invite your team

Give a colleague access to the back office and choose what they can see and do.

Each person on your team signs in with their own staff account. You create it by sending an invitation from the Team section. You choose which clubs they work for and what they are allowed to do there.

1. Open the Team section

In the left menu, select Team. The list shows everyone with access to your clubs: their Clubs, their Role and the Planning categories they can see.

Team section listing staff members with their email, clubs, role (Owner, Admin or Staff) and planning access, with Invite staff and Invite admin buttons.Team section listing staff members with their email, clubs, role (Owner, Admin or Staff) and planning access, with Invite staff and Invite admin buttons.
The example team of Ukab Clubs and its sister clubs.

There are three roles:

RoleWhat they can do
OwnerThe account that owns your clubs. Full access.
AdminEverything, in the clubs they are assigned to.
StaffOnly the tasks you tick for them, in the clubs they are assigned to.

2. Invite a staff member

Select Invite staff.

  1. Enter their Email.
  2. In Club access, tick each club they work for.
  3. For each club, tick what they may do. Permissions are grouped by topic: Members and applications, Daily operations, Finance and Club configuration.
  4. In Accessible planning categories, tick the activities whose planning they should see, such as private lessons for a coach.
  5. Select Send invitation.
Invite staff dialog with an example email, Ukab Clubs ticked in Club access and three permissions selected, including View member profiles and View assigned planning.Invite staff dialog with an example email, Ukab Clubs ticked in Club access and three permissions selected, including View member profiles and View assigned planning.

Inviting an example coach who can view member profiles, see their planning and set their own availability.

Start small

Give only the permissions the person needs today. You can add more at any time by opening their line in Team, and changes apply as soon as you save. Who sees what lists what each permission shows.

To give someone full access, select Invite admin instead and tick their clubs.

3. What your colleague receives

Your colleague receives an email with an invitation link. The link opens a Join the back office page where they enter their name, choose a password and select Accept invitation. They can then sign in.

Join the back office page with Your name and Password fields, the line Already have an account? Use your existing password., an Accept invitation button outlined in orange and a Back to sign in link.Join the back office page with Your name and Password fields, the line Already have an account? Use your existing password., an Accept invitation button outlined in orange and a Back to sign in link.
The page an invitation link opens.

Until they accept, their line in Team shows Invitation pending. To withdraw an invitation, select the envelope icon with a cross next to that label: its tooltip reads Cancel invitation. An invitation that was never accepted eventually shows Invitation expired: send a new one.

To change a colleague's access later, add their professional documents or remove them from your team, see Manage your team.

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