To invite someone to a role, you need to have the right permissions (authorization) in your organization's SportLynx account. Make sure you have this before following the steps below.
Step 1: Login to your SportLynx account. From the dashboard, click on your organization's drop-down menu.
Step 2: From the drop-down list, click on the Club Account section.
Step 3: Once you have opened the Club Account area, you will see several sub-sections, depending on your roles and permissions in the organization. Find the one that says Roles & Permissions, and click on it. Note: If you don't see it, and you think you should, contact the person in your organization that manages your roles and permissions.
Step 4: Find the role you want to add the person to, and click on it. In this example we will click on Referee Payment Manager.
Step 5: You are now looking at the role you selected, and all settings, configurations, members, and permissions. For now, we are only interested in adding a member, so click on the Members tab.
Step 6: You will see two lists - one is members, and one is those who have been invited, but not yet accepted. In our example case, we have no one in either list. Click the Edit button to begin inviting someone to the role.
Step 7: Click the Invite New Member button.
Step 8a: A dialog will show, asking you to find a person. You can search by name or email address. If the person you want to invite shows in the list, click them to select them - they are already a SportLynx user or have some information in the system.
Step 8b: If the person you are looking for doesn't show in the list, you can just enter their full email address and you will be able to add invite them to SportLynx and the role anyway.
Step 9: Click the Ok button to confirm the information.
Step 10: You'll see the invitation is ready to be saved and sent. Click the Save button to save and send the invitation.
That's it, you're done. The person will get the invitation email and be able to join the role. If they aren't currently a SportLynx user, they will be able to join and accept the role.
Comments
0 comments
Please sign in to leave a comment.