If you are looking to add coaches, directors, or other staff members to a team, you are in the right place. Staff assignments are managed in the Staff Management area of the Help Center, since the same workflow applies across team setup, messaging, and staff permissions.
What you’ll find in this article
Where to find the instructions for assigning staff to teams
When you should assign staff vs invite them as a user
Where to assign staff to teams
Follow this article for the step-by-step process:
Assigning Staff To Teams (in the Staff Management collection)
That guide walks through:
Assigning staff to one or more teams
How team roles affect what staff can access (team roster, chat, schedule, and admin tools)
Common troubleshooting if a staff member cannot see a team
Quick tip before you start
Make sure the person you are assigning is already set up as staff in your club. If they are not yet in your system as staff, add them first, then assign them to the correct team(s) using the Staff Management instructions above.
If you still cannot find what you need
If you are trying to do something other than assigning staff (for example, changing staff roles, removing staff from a team, or troubleshooting why a coach cannot see the team), the Staff Management collection is still the best place to start since those scenarios are covered together.
FAQs
Where do I assign staff to teams?
Use the workflow in the Staff Management collection: Assigning Staff To Teams.
Should I assign staff or invite them as a user?
Assign staff when the person should be set up as staff in your club and needs team access based on their staff role.
What if the person is not in my system as staff yet?
Add them as staff first, then assign them to the appropriate team(s).
What if I need to change roles or troubleshoot access?
Start in the Staff Management collection, since staff roles and access scenarios are documented together.