- Add the person to the system:
- Click on the plus button in the top menu.
- Select "New Person" and add their details, or look them up if they're already in the system.
- Assign manager role:
- Open the person's profile.
- Click on the "Edit" button and go to the "System Access" area.
- In the dropdown menu, select the "Manager" role and click "Save".
- Determine managed groups or teams:
- Decide which groups or teams the grade coordinator will manage.
- Navigate to the appropriate section (e.g., "Teams" in the left menu).
- Choose the relevant group structure (e.g., divisions, codes).
- Allocate management responsibilities:
- Find the desired group (e.g., "First Kicks Playing Teams").
- Click on the "Managers" button and assign the person (e.g., Laura) the ability to manage this group.
- Save the changes to grant access to all specified teams.
- Access registration group:
- Ensure access to the registration group (e.g., "First Kicks Registration Group").
- Click on the group and add the person (e.g., Laura) as a staff member.
- Edit their role to designate them as a grade coordinator.
- Utilize team allocation tool:
- Use the team allocation tool from the top menu.
- Select the desired season and the registration group.
- Choose the destination teams for player allocation.
- Complete allocation process:
- Allocate players into their respective teams using the tool.
- Verify that only the relevant teams (e.g., First Kicks) are displayed for allocation.