Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

There are three ways to create a team:

  • Rollover - You can rollover a team from the previous years.

  • Create a Team - You can create a new team from scratch.

  • Create Multiple Teams - You can create multiple teams from scratch.

Info

Note: Creating and setting up teams is permission-based, depending on your role.

 

Table of Contents

Creating a

...

New Team from

...

Scratch

Navigate to the Manage / Teams module. Click +Add

...

  • A drop-down will appear, the options are:

  • Rollover, Create a team, or Create multiple teams

 

To create a team

...

General Information

  • Mandatory Fields are:

    • Team name

    • Short name

    • Category

    • All other fields are optional

  • Click Next

Info

Note: You can now define team fees for the team you create.

...

 Team Contact Information

  • Mandatory Fields are:

    • First name

    • Last name

    • Role of the team contact person

    • Phone number

    • Phone number type

    • E-mail is optional

  • Click Next

...

Review

  • If the information is correct, click Create.

  • Once you click Create it will navigate to the Team Profile and the new team will be added to your team list.

...

If we need to make any changes, we can use the edit button as indicated by the red arrows in the following.

...

Image Removed

  • On the Team Profile page, you have the option to add a team logo. If the team organization's logo is not defined, it will be replaced by the parent organization's logo.

...

To create multiple teams

Click on +Add a team and select Create multiple teams.

...

Team / Create a Team.

 

...

Enter information on the General Infos page.

Fields marked with an * are mandatory

  • Team name *

  • Short name *

  • Team fee - enter a team fee for associations that are charged a fee for the set up of a team

  • Category *

  • Home color

  • Away color

  • Sponsor

  • Tournament #

  • Phone number

  • Address *

  • Address type *

  • Activity Period - select an activity period if this is for a specific activity i.e.. training camps, spring session

  • Click Next

...

 

Team sponsor

If your team has a sponsor, you can add the sponsor's name to your team.

Enter the sponsor's name in the Sponsor box of the team information.

...

The sponsor's name will appear below the team name.

...

Info

Note: depending on the team restrictions configured by your regional registrar, your sponsor's name may be printed in your team book. For more details, consult the Team Restrictions documentation.

Enter information on the Team Contacts page, or click Skip this step.

Fields marked with an * are mandatory

  • First name *

  • Last name *

  • Role *

  • Email

  • Phone number *

  • Phone type *

  • Click the box if you want the contact to be displayed on the PDF roster

  • Click Next

...

The final step is to review the information.

  • Click edit to update the information.

  • Once the information is correct, click Create

...

Create Multiple Teams

Navigate to the Manage / Teams module. Click +Add Team / Create Multiple Teams

...

A New teams window will open, click on Add a team.

...

Then you can create your teams in batches, the following information is mandatory:

  • Name of the team

  • Short name

  • Category

Info

Note: You can now define the team fees for each team you create.

Image Removed

Then click on Create, your teams are then created and you only have to search for the teams to complete the contact information.

Rollover

It is possible to rollover the teams from last season, this saves you from creating all your teams every season.

Click on +Add a team and select Rollover.

...

You must select :

  • Previous season

  • Organization

  • Divisions (you can select one division at a time or all divisions)

  • Category is optional

...

Enter the information for team #1

Fields marked with an * are mandatory

  • Team name *

  • Short name*

  • Team fee

  • Category*

  • Home colour

  • Away colour

Click on Copy to add another team. This will duplicate the information from Team #1, and you can update the needed information, or click on Add a team to open a blank team.

Click Create when all the teams have been made.

...

Rollover

Navigate to the Manage / Teams module. Click +Add Team / Rollover

...

  • Select the Previous Season you want to copy from

  • Select the Organization

  • Use the drop down to select the divisions you want to copy or click Select All

  • Category is optional

  • Click Search

...

From the displayed, select the teams by adding the check mark to the right of the team. You can also click on the blue arrow and to click on All, then click Next.

...

Once you have made your selection, click on Next at the bottom of the page.

...

From the Team(s) Review page, you can change the category and add team fees. You also have the option to add a new team that is not listed in your previous season's teams by clicking Add a Team at the bottom of the page.Image Removed

When you are finished, click on Submit, and your teams will now be added to your active season.

...