Follow this step-by-step guide to set up your Force8 Coach account correctly so that you can start working with it quickly and productively.
For the first four steps, take a look at the tutorial Video Admin – Set up users correctly.
For step 5, you can watch the tutorial Video Admin – Create your own roles & permissions.
Step 1: Create user
Under SETTINGS – ADMINISTRATION, go to the “Users” tab and select “Active Users”. Click on the “+ New User” field. In the window that appears, select whether you want to add a coach or an athlete and click on “+ Add New”. Enter the first and last name and an e-mail address and select one of the predefined standard roles.
You can choose from the following standard roles:
- Head Coach *: Has all permissions except for club administration.
- Assistant Coach *: Has all permissions but cannot edit or delete anything from other users.
- Supporting Coach *: Can only view sport-specific content.
- Athlete *: Has all athlete permissions.
You can also create your own roles later, with permissions you choose yourself, so you have an exact overview of which users have which permissions. (see step 5). If you want to add more users, click on “+ Add New” and enter the data for this user. Then click on “Add”.
If you have checked the “Send activation email(s)” checkbox, the activation e-mail will be sent to the relevant users. You can also activate users later (see step 4).
Important: Each user must have their own e-mail address, as this is used to identify them.
Step 2 (optional): Assign users to a sport
This step only needs to be taken if your club works with multiple sports.
Under SETTINGS – COACHES, select the checkboxes next to the coach’s name and then click on “Edit Assignments” at the top and choose “Assign to Sports“. Select the desired sport(s) in the window that appears and click on “Save”.
Carry out this step for your athletes under SETTINGS – ATHLETES.
Step 3: Assign athletes to a coach
Under SETTINGS – COACHES, click on the number in the “Athletes” column next to the name of the coach to whom you want to assign athletes. Click on “+ Assign” at the top and select all the athletes you want to assign to this coach in the window that appears. Then click on “Assign”.
Step 4: Activate user
If you have not already sent the activation email to a user during registration (see step 1), you can do this later.
Go to the “Users” tab and select “Active Users” in the drop-down menu. Select the checkboxes to the left of the desired users and click on the “envelope symbol” below the names. Click on “Send” in the window that appears. The users will receive an activation email with a link where they can activate their access. Once they have done this, the color of the envelope icon in the “Email verified” column will change from grey to green.
Step 5: Create your own roles & permissions
Create role
Go to the “Access” tab and in the drop-down menu to “Roles” and click on “+ New”. Enter a name and description for the role in the window that appears and select the appropriate user type. Click on “Save”.
Assign permissions
Go to the “Access” tab and click on “Permissions” in the drop-down menu. Select a role and the module. All permissions for this module are listed. Activate the sliders on the right for the permissions you want to assign to the roles.
Assign roles to users
Go to the “Users” tab and select “Active Users” in the drop-down menu. In the “User Role” column, click on the assigned role and replace it with a new one.
Very important: Make sure that you do not assign yourself a new role as “Club Admin” that does not have admin rights