24 STEPS
1. This tutorial shows how to add administrators and assignors to your Ref Insight account.
2. To start, click the arrow next to Security to expand the dropdown.
3. Click Administrators
4. If the person you are adding as an administrator is not in the Directory, expand the Create New Administrator area and type in their First Name and Last Name.
5. Type the person's Email Address and click Save when finished.
5b. Click
6. The person will receive an email with an activation link and their login credentials using a temporary password they can change once they log in. Click the edit icon to complete the administrative settings for this person.
7. Moving the Full Access toggle to the right gives this person full administrative access to all settings in the account. This level is usually reserved for account administrators and high-ranking personnel within the organization.
8. Since Jane is an assignor and not an account administrator, we will leave that toggle off.
9. Move the Assignor toggle to the right to give access to the Assignor Workflow section of the menu, which allows this person to assign officials, complete the postgame workflow, and access additional assigning tools.
10. If this person needs to receive notifications when Referee Abuse/Assault incident reports are submitted for any competition within the account, turn on this toggle.
11. To limit these notifications only to the Competitions this assignor is involved with, leave this toggle off. They will receive these Referee Abuse notifications as a Competition Admin for their specific competitions only.
12. If this assignor is allowed to assign observer roles, such as observer, mentor, ref coach, etc., turn this toggle on. If they are only allowed to assign officials, leave this toggle off.
13. Click Save Changes when finished.
14. If the person you want to add as an administrator or assignor is already in the Directory, click the arrow here to expand this section instead.
15. Click Select Person to expand the dropdown.
16. Choose the relevant person from the dropdown list.
17. Click Save. The person will receive an email with an activation link and their login credentials using a temporary password they can change once they log in.
18. Click the edit icon to adjust this person's settings as described earlier.
19. In this example, we will make this person a Full-Access administrator. Move this toggle to the right to grant this person full access to the account and all its settings.
20. Let's also make this person an assignor by moving the toggle to the right.
21. We also want this person to receive notifications for Ref Abuse incident report submissions across the account, so we will also move this toggle to the right.
22. Since this person is allowed to assign Observer Roles, this toggle is also moved to the right.
23. Click Save Changes when finished.
24. Thank you for watching the tutorial on adding an administrator or assignor to your account.
