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Must know
  • No permissions yet. Imported staff and coaches have no permissions until you assign each person a role.
  • No email, no login. Coaches with no email address stay listed by name on their programs but can’t sign in until you add an email and invite them.
  • New password or invitation. Staff with an active Uplifter 1.0 login set a new password. Staff who never logged in need an invitation, which lasts 7 days.
The short answer. Everyone on your Uplifter 1.0 team with an email address joins your team in the new Uplifter with no permissions, including your Uplifter 1.0 administrators. They show the role Custom and can’t use the admin dashboard until you assign a role.
1

Assign roles

In My Organization > Staff, open the person’s row menu and choose Edit Permissions. Pick a Role Template (Admin, Coach, Accountant, Volunteer or Custom), then click Save Permissions. This needs the Edit Staff permission.
2

Invite anyone pending

Choose Send Invite from the row menu of each Invited person who has an email. This needs the Create Staff permission.
3

Add emails for coaches without one

Their row has no Send Invite until you add an address under Edit Details. See Why can’t an imported staff member sign in, and how do I invite them?
People already here. Anyone already on your team keeps their role. A coach who is also a guardian at your club, with the same email address, comes over as a guardian only and isn’t on your staff list. Invite them as staff to give them access. Old evaluations. An evaluation whose Uplifter 1.0 coach can’t be matched is recorded under an Uplifter team member’s name. When the coach’s name is known, its notes start with “Evaluated by [name].” Setup steps. The Invite your team task ticks off once more than one person belongs to your club. Imported families and staff count, so it shows as done even before anyone has a role. Related: How do I set staff roles and permissions? · Why can’t an imported staff member sign in, and how do I invite them? · How do I invite a staff member? · How do I reset my dashboard password?