Help is still under construction, but what is here is hopefully useful.
User Categories
- users
There are three principles when creating users in MyClub.
- It is quick and simple. You can start with just a name and optionally an email address.
- Sign in is flexible. Users can choose how they sign in, using email/password or Google. Some may prefer not to have to sign in (and let someone else manage their data).
- Users can be created for different purposes. For example, your club may have a mix of long term and short term members.
Creating users is quick. But before the user setup is completed (and can sign in), it important to confirm that the user is genuine and has the correct permissions. Only club administrators can complete these steps.
Every user has a 'User Category' and this tells you:
- if the user setup is still in progress or completed.
- how the user is managed.
- why the user was created.
Sandbox Users
Any newly created user goes into this category and is shown on the Manage Users page in the Sandbox Users section. Ideally new users stay in the sandbox for a limited time.
You can setup data for sandbox users, however there are some restrictions:
- They don't receive emails. For example, newsletters are not sent
- They cannot be used for club administration.
The options available for a sandbox user are:
- Send an Invitation
- Link to another user
- Make Club Managed
- Delete
Send an Invitation
Pick . If there is no email address for the user you will be prompted to enter one. Click to complete.
The user will receive an invitation email (they may need to check their spam folder). The user will remain in the sandbox until they have accepted the invitation. While the invitation is active they will also show in the User Invitations section. You can resend invitations at any time, updating the email address if required. Note that resending will automatically cancel the existing invitation.
If the user accepts and completes the invitation they become a Full user in the
Current Users section and are removed
from the sandbox. See Full Users
for more.
Link to another user
Use this option if another user will sign in on their behalf. This is common for families.
Pick . You will be prompted to select a current user to link to. Click to complete.
This user is now a Linked user in the Current Users section and is removed from the sandbox.
The user linked to is the "lead user" and will be sent an email notification. After sign in they will be asked to pick a user, themself or one of their linked users.
See Linked Users for more.
Make Club Managed
This is a similar concept to a "linked user", but in this case it is the club administrators who are responsible for managing the user. This category is useful for situations where:
- The user is unwilling or unable to sign in
- You want to create users for your members, so that you can set up their membership data and send them newsletters, but there is currently no need for them to sign in.
Pick . If there is no email address for the user, you will be prompted to either enter one or to confirm that the user won't receive any emails. Click to complete.
This user is now a Club Managed user in the Current Users section and is removed
from the sandbox. See Club Managed Users for more.