How to Add a Team Contact
You are the default team contact, so you are the only Team Contact that can modify the team record, or assign and remove other contacts from the team. Until you have authorized the new contact by assigning them an official title such as Manager, Asst. Manager, or Coach, they will not be able to access the Team Contact List.
1. Select the 'Assign Team Members' Icon:
a. A list of all contacts not yet connected to a team will appear.
b. Select the contact you are adding to your team by checking the box to the far right of their contact info.
c. Select 'Apply' at the bottom left of this page.
d. You will now be looking at the Edit Team form. Select 'Apply' at the bottom right of this page.
e. Your team contact will then appear under the Team Members List
f. You must then assign this contact a position either as Manager, Asst. Manager, or Coach.
2. Select 'Apply' to save your changes.
Tip:
If you do not immediately see the name you are looking for, you can either use the sorting filters (at the top of the page) to locate them, or you can scroll through the listings page by page.
Removing a Team Contact
1. On the Edit Teams page, uncheck all positions (titles - Manager, Asst. Manager, Coach) assigned to the contact, then click on the 'Apply' button in the lower right hand corner of the page.
2. Check to be sure that there are positions checked for any continuing contact.
3. Click on the icon next to 'Assign Team Members'.
4. After locating the team member you wish to remove, uncheck the box at the right side of the member's listing.
5. Click on the 'Apply' button in the lower left corner.
6. You will be returned to the 'Edit Team' page. The member is still listed. Click on the 'Apply' button in the lower right corner of the page. The member will be removed.
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