Staff Directory
Your roster, staff documents, and staff records.
How can I tell if a coach or staff member has set up their payment account?
For officials, event staff, and athletic trainers, look at the Payment column in your Staff Directory roster: Yes means they've connected their bank account and can be paid, No means they haven't. For coaches, look at the Payment Account column on the event's Coaches tab: an orange check-square means they've finished setup and can be paid, a gray icon means not yet.
What happens when I add someone to my Staff Directory?
When you add someone to your Staff Directory, either one at a time or through a bulk upload, they automatically receive a welcome email, as long as an email address was provided for them. There's nothing further you need to send.
How do I track staff credentials and when they expire?
Every credential you collect from staff shows up as a colored badge with the days it has left, like "COI 12d". Waivers and driver's licenses are good for 12 months. CPR, First Aid, AED, COI and USA Lacrosse run to the expiration date you enter when you verify them. At 14 and 7 days before anything expires, the staff member gets a text with a link to renew, and you get an email.
How do I verify a document a staff member sent in?
When a staff member sends in a driver's license, certification, COI, USA Lacrosse card or other requested document, you'll get a text saying documents are waiting for review. Tap the link, open each file, and click Verify. For anything with an expiration date, enter the date printed on it. That date drives the badge and the reminders.
How do I use my own waiver or set up a custom document request?
Use Waiver Templates to upload your own waiver (a PDF or a link) for staff to sign. Use Document Requests to ask staff for anything else, like a business license or screenshots. Turn on Track expiration for documents that renew, and they'll get the same badge, days left and reminders as a COI.
How do I add staff, upload a list, and organize them into groups?
Click Add Staff Member for one person or Upload List to add many from a CSV file. Give each person a staff type (Official, Coach, Event Staff or Athletic Trainer), and put them in one or more groups so you can target the right people when you staff an event.
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.
How do I share a sign-up link so people can join my event staff list?
Each staff group can have its own sign-up link. Share it with anyone you'd like to work your events, like a college sport management program, a club or your own website. People who sign up are added to your Staff Directory as Event Staff, in that group, and get a confirmation text.