The Organization section contains information on that association.
From the organization display, you will see the name of the association and the level within the tree your organization belongs to - NSO, Member Branches, Region, District, MHA.
To add/update a logo to your organization’s display click on the ‘camera icon’, ‘add image', and click 'save’.
General Tab:
General Information:
The information displayed within the general tab will be used on the public registration page. Please remember to enter all the required information for your association.
If an update is required, click ‘edit’. The table will open – remember to click ‘save’.
Note: If the organization name is the same in both languages, just use the same name twice.
Regional Settings:
In the regional settings, the time zone, date format, languages and the option to create new members online are set.
To updated the settings, click ‘edit’.
Registration Settings:
The registration settings are optional to fill out, but this information is an important tool for Spordle to use and will help us fully support you.
To updated the settings, click ‘edit’. Enter your association website address, when you will be opening and closing registration, and let us know what registration system you use.
Criminal Record Check:
Setting up the rules for criminal record checks, vulnerability and declarations are permission based.
To updated the settings, click ‘edit’.
Choose the member type from the drop down. The options are: player, coach, referee, volunteer and bench staff.
Please note: You can set the rules to apply to different members types, but the rules will be the same.
Select the validation type and duration from the drop downs, and check the box if supporting documents are required.
Click ‘Add’ to set up an additional rule.
To delete a rule, click on the red 'trash can'.
Select the expiration method
Fixed period - the CRC will expire on the date that is was validated on plus the duration. Example: the CRC was completed on June 1, 2022 and the rule is set for 3 years. The expiry date will be June 1, 2025.
Fixed date - the CRC will expire on a set date. Example: the CRC was completed on June 1, 2022 and the rule is set for 3 years. The expiry date will be Aug 31, 2024.
Merchant Accounts:
A merchant account required if you want to allow registrations to be paid for by credit card.
HCR 3.0 is integrated with Paysafe and SportPay.
If they have selected Sportspay, credit card information must be reentered for each new transaction.
If they have selected Paysafe, your credit card information can be stored in the ‘Vault’ and can be used for future transactions. (note: information can be removed or edited at anytime)
Users Tab:
Users are defined as individuals with access to your association information on the HCR system. Note: Adding new users is permission based.
To view the list of users that have access to the HCR for your association, click on the Users tab.
To add a user, simply click on ‘+add’. Select the role and enter the email address.
Note: Should this user only need temporary access to the platform, you can set a start and end date to his or her rights.
Existing user: The platform is set up to detect if this user (email) has an active account in the system. Active users will automatically have access to the updated permissions.
New user: In the case of a new user, the platform will send an invitation by email and they will need to do the initial steps to confirm their account and settings.
To remove or edit a user’s rights: Click on the name and a side panel will open. From here you can edit the user’s role, their status (active or inactive) and the temporary access rights (if required). You will also be able to view the last time they logged in.
Postal Codes Tab:
Adding postal codes to your association is an optional feature. It is used to limit your registration to participants having those set postal codes. Postal codes and be setup or modified at any time. Registrar’s will have the ability to override postal code areas.
To add a postal code, click ‘+add’. Enter the province, city and partial or leave blank to find all, then click ‘add’ to save.
Accounting Tab:
Adding an organizations accounting information is optional. Adding information here does not grant access to the HCR system.
To add an accounting firm, click ‘+add’. Enter the name and the account number - description is optional, click ‘add’ to save.
Staff Tab:
A staff member is defined as a volunteer or a staff member of your organization.
To view/add a staff member, click on the Staff tab. To add click ‘+add’, select the role and enter their email address. The phone number is optional. Click ‘Add’.