What's on the Staff Directory page?

The Staff Directory is your roster. Tabs split it by staff type, the row of pills filters by group, and each row shows the person's contact details, whether they've set up how they get paid, and a badge for every credential you've collected from them.

Where:

Staff Directory in the left sidebar.

Buttons along the top

  • Waiver Templates: your own waivers for staff to sign (see SD-04).
  • Document Requests: anything else you collect, like a business license (see SD-04).
  • Standard Roles: your organization's role list. It's the same list you see on Event Staff → Roles & Shifts (see ES-01).
  • Task Templates: saved pre-event questions you can send from an event's Tasks tab (see ES-11).
  • Sign-up Link: a link people use to add themselves to a group (see SD-07).
  • Upload List and Add Staff Member: add people (see SD-05).

Finding people

  • Tabs: All, Officials, Coaches, Event Staff, Athletic Trainers, each with a count.
  • Group pills: show one group at a time. Someone in several groups shows under each one. A link icon means the group's sign-up link is on, and "3 new" counts people who signed up in the last 7 days.
  • Search: by name, phone or email.
  • Sport filter: appears once anyone has a sport.
  • Needs review: anyone with a document waiting for you to verify, or a credential expiring within 30 days (see SD-03).
  • DL missing: anyone who hasn't uploaded a driver's license yet.

The columns

Column What it shows
Name A New tag for 7 days after someone signs up through a sign-up link, with their city, state and school underneath. Hover over the name for their groups, when they were added, and their no-show and cancellation rates.
Type Official, Coach, Event Staff or Athletic Trainer.
Sports Their sports, or "All sports" if none are set.
Mobile Phone The number Teddy texts.
Email Click the envelope to email them (see below).
Payment Yes once they've finished setting up how they get paid.
Compliance A badge for each credential: waiver, driver's license, certifications, COI, USA Lacrosse and your own document requests, with days left (see SD-02).

Icons on each row

From left to right: driver's license (request, or view and verify), send waiver link, credentials (request, or review and verify), one icon for each of your document requests, edit, and remove.

Emailing one person

Click the envelope, write a subject and message, and click Send email. It goes out from your own email address, and replies come straight to your inbox. If the person isn't linked to a contact record yet, the envelope opens your own email app instead. For group messages, use the Messaging Hub.

Doing things for many people at once

Check the boxes on the left (or the box in the header to select the whole page), then click Bulk Send / Resend. You can send a waiver link, request a driver's license or credentials, send any of your document requests, or resend an outstanding waiver or license request. Each person gets their own text.

Good to know

  • Show 10, 25, 50 or 100 people per page using the control under the table.
  • Click the Name or Type column heading to sort. Click again to reverse the order.
  • Remove takes someone off your roster. It doesn't delete their contact record.