Roles and Access

On This Page

The Default Roles Levels How a Part Applies Making a Role Coaching a Team What No Role Changes Seats Several Workspaces All Workspaces Related

The Default Roles

Each workspace keeps its own roles. Every workspace starts with six roles. Change any of them on the Roles page, except Owner.

Role	For
Owner	Runs the organization, its billing and its members. Owner never changes.
Admin	Runs the organization and every team.
Head Coach	Runs a team's schedule, roster, attendance and plans.
Assistant Coach	Helps run a team's schedule, attendance and plans.
Team Manager	Keeps a team's schedule, roster and signups.
Specialist Coach	Joins a team for sessions to read the plan and write notes.

Parents and players are not staff. Family accounts follow their own rules. See Family accounts.

Levels

A role sets one level for each part of the site.

None: Hides the part. Its page leaves the menu, and a link to it goes to Home.
View: Shows the part. The page opens with a View Only note and no Save or other buttons.
Edit: Changes what is there.
Full: Also creates, archives and deletes, where the part has them.
Write: The one level for Notes. Writes notes on events and players.

How a Part Applies

A member holds a role for the whole organization or on chosen teams.

Parts	Apply
Running the Organization, such as billing and members	Only with a role held for the whole organization.
Shared Across Teams, such as the drill library	With any role, on any team.
Each Team, such as the schedule	On the teams the role is held on. A role for the whole organization reaches every team.

Admin of 9U Blue runs 9U Blue. That member sees nothing of 9U Red. That member never sees billing.

Players is the one shared part limited by team. Every role reads every player. A role on chosen teams edits and invites families only for the players on those teams.

A member with two roles on one team gets the higher level of each part.

Making a Role

Members and Roles at Edit makes and changes roles.

Open Roles. Click New Role.
Enter a name and what the role is for.
Select a level for each part.
Click Save.

Archive: Removes a custom role nobody holds from the list. A default role stays.

Coaching a Team

Staff see a team when a role gives them the team.

Team staff: The team page adds coaches with a title such as Head Coach or Goalie Coach. The title sets the role on that team unless you select another.
A role on one team: Assign a role on the Members page and select a team in Where. Admin of 9U Blue runs 9U Blue alone.
Specialists: A goalie or skating coach who joins some sessions holds Specialist Coach. The role reads the plan and writes notes.
Favorites: The menu lists your favorite teams. Click Favorite on a team's page or the star on the Teams page.
Search, Home and calendar: Show only the teams you can see.

What No Role Changes

Some rules protect players. No role changes them.

Private notes: Only the author reads a private note. Owners cannot read it either.
Photos: A player's photo shows only for a team you can see, or to a role that reaches every team.
Family accounts: A parent or player sees only what a coach shared.
Public pages: Show nothing about a child beyond first names and numbers.

Seats

A club pays for each coach seat. A solo workspace is one seat. See Billing for details.

Account	Uses a Seat
Staff, whatever the role	Yes
Parent	No
Player	No

Several Workspaces

One login can belong to several workspaces, with separate roles in each.

Organization switcher: Appears at the top of the menu and names your workspace.
Switching: Select another workspace in the switcher. Every page then shows that workspace.
New Workspace: Is the last choice in the switcher. Choose it to open Start Another Workspace. You become the Owner of the new workspace.
Separation: Records stay in their own workspace. All Workspaces lists events together without moving them.

All Workspaces

Shows Home and the Calendar for every workspace where you are on the staff.

All Workspaces: Is the first choice in the switcher. The choice appears when you are on the staff of two or more workspaces.
Home: Lists Today, Next 7 Days and To Finish from every workspace, across every season.
Calendar: Shows every workspace in each view. The Workspace filter narrows the Calendar to one workspace.
Workspace marker: Names the workspace of each event.
Opening an event: Opens the event in its own workspace. Home and the Calendar stay combined.
Other pages: Show one workspace at a time. The switcher names that workspace.
Roles: Your role in each workspace decides which events you see there and what you can change.
Families: Parent and player accounts do not have All Workspaces.

Open the switcher at the top of the menu.
Select All Workspaces.
To go back to one workspace, select that workspace in the switcher.

Members and Invitations Invite people and set their roles.
Family Accounts What a parent or player account sees.
Notes and Visibility, Who Reads a Note Who can read each note.