How do I add staff, upload a list, and organize them into groups?

Your first visit

The first time you open the Staff Directory, click Get Started. It creates your first group, named after your organization (for example "All-Star Event Company Staff"). Rename it or add more groups anytime.

Add one person

1. Click Add Staff Member.
2. Enter their first name and mobile phone. Both are required, and the phone is how Teddy reaches them.
3. Add an email if you have one. It sends them a welcome email (see SD-01).
4. Pick their Staff Type, check one or more Groups, and optionally their Sports (comma-separated, like "Lacrosse, Soccer").
5. Click Add to Roster.

Upload a list

1. Click Upload List, then Download a template if you don't have one.
2. Fill in one row per person: First Name, Last Name, Mobile Phone, Email, Sport, Type. First name and mobile phone are required. Separate several sports with a semicolon, like "Lacrosse;Soccer".
3. Pick the Staff Type for everyone in the file, or choose All types and fill in the Type column for each row.
4. Optionally check the groups to add everyone to.
5. Choose your file, check the preview, and click Upload.

Up to 1,000 rows per upload. A phone number that's already on your roster is never added twice and their details are never overwritten, so uploading the same list twice is safe. If you picked groups, people already on your roster are added to those groups too.

Groups

• Click New Group to create one. You can limit it to one staff type, or leave it open to all.
• A person can be in as many groups as you like, for example "Event Staff - Virginia" and "VCU Sport Management". They have one record, and appear under each of their groups.
• Groups are shared across all your events. You pick them when you send availability or interest requests for an event.
• Click the × on a group to delete it. Nobody is removed from your roster, and people keep their other groups.
• Want people to add themselves? Turn on a group's sign-up link. See SD-07.

Changing someone's details

Click the pencil icon on their row to change their name, email, staff type, groups or sports, then click Save. Their phone number can't be changed here. Email info@tourneydirect.com if it needs to change.