As the primary account holder, you are the only user that can access and add staff to the ClubReady Connect platform. Read on to learn how to create staff profiles within Connect.
Please Note:
- It is highly suggest (best practice) that each of your staff members have their own individual login.
1. Navigate to Manage Staff and select the '+' button next to search bar.
2. Please fill out the following required fields (look for the *) within the Personal Information page:
- Name (first and last)
- Email (this will be their username and should mirror ClubReady)
- Password (initial password to login; can change later if needed)
- Active (can log into ClubReady Connect & access information)
- Inactive (cannot log into ClubReady Connect or access information)
- Role
- PLEASE NOTE: New staff will be assigned to 'Default Manager' role by default; make sure to adjust as needed.
- Status (set the profile to read 'Active,' 'Suspended,' 'Paused,' or 'Cancelled.')
- Active: Can log into Connect and access information, and their status will read as 'Active.'
- Suspend: Cannot log into Connect or access information, and their status will read as 'Suspended.'
- Paused: Cannot log into Connect or access information, and their status will read as 'Paused.'
- Cancelled: Cannot log into Connect or access information, and their status will read as 'Canceled.
- Select Location(s) (add location(s) the staff member needs access to)
3. Select 'Add' to add new staff member.
Congratulations! You just created Connect user access for your staff member!
Already know how to add new staff, but need to learn about editing? Check out Edit Existing Staff Information for more information!