User Team Management Documentation

Introduction

Group Package 1 websites contain a mix of default verbiage and imagery, with your group's details. This is managed for you by Scouts Online. There is no ability change the settings.

If you'd like to upgrade to a higher package level, please contact us.

Your website doesn't include the ability to add members to teams.

If you'd like to upgrade to a higher package level, please contact us.

User Team Management allows you to add and remove users from your teams in one place without having to amend each user record individually.

You can maintain your group and section teams. your District teams and teams within your groups. your County teams, teams within your District and teams within your groups. You can also set role descriptions for each team member.

Use Cases

The following panels show specific tasks. Click on a panel to see the procedures.

View Members of a Team

Select a team to see the members of the team.

You can view the members of the team, along with their main role or team-specific role description.

To do this, follow these steps:

Login with a Site Admin username and password
Open Admin/User Management
Click the button to open User Team Management
Select the Team from the drop-down-list. See Fig. 1

Fig. 1: Teams list

See Which Teams a User Belongs To

See the teams that a user is member of.

You can see the teams that a user is member of.

To do this, follow these steps:

Login with a Site Admin username and password
Open Admin/User Management
Click the button to open User Team Management
Hover over a name in the All Users list. See Fig. 1
A list of all/any of the teams that the user belongs to will be displayed
NB. The list will show all users in your District and the Groups within in it
NB. The list will show all users in your County, your District and the Groups

Fig. 1: All users list

Add Team Members

Add members to a team.

You can add registered website users to a team.

To do this, follow these steps:

Login with a Site Admin username and password
Open Admin/User Management
Click the button to open User Team Management
Select the team you want to change from the Team drop-down list
Scroll down the All Users list to find the member to add and click next to their name
A popup panel will open (Similar to Fig. 1)
Altering the Main Role field will set the users record for the scope of the team. ie. For your District Meet The Team, this will be their main role within your District, but if the Team is set to a group/section team, it will set the role within their group. ie. For your County Meet The Team, this will be their main role within your County, but if the Team is set to a District based team (or group/section team), it will set the role within that District/Group.
If you just want to set their role for the specific team, it may be better to enter that role description in the Role in Team field
Click to add the user to the team or to abandon the change

Fig. 1: Details of user to add to the team

Remove Team Members

Remove a team member from a team, without deleting thir user record.

You can remove a team member from a team, without deleting thir user record.

To do this, follow these steps:

Login with a Site Admin username and password
Open Admin/User Management
Click the button to open User Team Management
Select the team you want to change from the Team drop-down list
Scroll down the team members list and click the button next to the name of the volunteer you want to remove
NB. The change will be made without having to click

Fig. 1: Team list

Change a Team Member's Role

Change the role or role description for a team member.

You may change the role or role description for a team member.

To do this, follow these steps:

Login with a Site Admin username and password
Open Admin/User Management
Click the button to open User Team Management
Select the team you want to change from the Team drop-down list
Scroll down the team members list to the name of the volunteer you want to change
You can select a Scouting role from the drop-down-list
If you want to override the Scouting role with a more personalise role description, add it in the field below the drop-down-list field. This will be used in team lists. See Fig. 1
Set their team specific role description in the role name field, or leave it blank to use their Scouting role from their user record. See Fig. 1
Click to save all changes made to the team, or next to each member changed

Fig. 1: Role description overridden

Add Members to District Teams

Add Members to a team within one of your Districts.

Your can add Members to a team within one of your Districts.

To do this, follow these steps:

Login with a Site Admin username and password
Open Admin/User Management
Click the button to open User Team Management
Open the Teams drop-down-list to the District you are looking for, and select one of their teams below the District's name
Scroll down the All Users list to find the member to add and click next to their name
Alter the role fields in the popup panel as required (Similar to Fig. 1)
Click to add the user to the team or to abandon the change

Fig. 1: Details of user to add to the team

Add Members to a Group Team

Add team members to one of your groups.

You can add team members to one of your groups.

To do this, follow these steps:

Login with a Site Admin username and password
Open Admin/User Management
Click the button to open User Team Management
Scroll down the teams in the Teams drop-down-list and select the group you are looking to change
Scroll down the All Users list to find the member to add and click next to their name
Alter the role fields in the popup panel as required (Similar to Fig. 1)
Click to add the user to the team or to abandon the change

Fig. 1: Details of user to add to the team

Add Members to Group Sections

Add team members to specific sections inside one of your groups.

You can add team members to specific sections inside one of your groups.

To do this, follow these steps:

Login with a Site Admin username and password
Open Admin/User Management
Click the button to open User Team Management
Tick the Include Group Sections field at the bottom of the page. This will update the Team drop-down-list and add each section within each group.
Scroll down the teams in the Teams drop-down-list to the group you are looking to change, and select the section within that group
Scroll down the All Users list to find the member to add and click next to their name
Alter the role fields in the popup panel as required (Similar to Fig. 1)
Click to add the user to the team or to abandon the change

Fig. 1: Details of user to add to the team

Add a New Team

Add your own teams and display a Team List for that team on your own website page.

You can add your own teams and display a Team List for that team on your own website page.

To do this, follow these steps:

Login with a Site Admin username and password
Open Admin/User Management
Click the button to open User Team Management
Click the button
Enter the Team Name in the popup box
Click to create a new team, or
This will create a blank team for you to add members to
Use the Page Designer to create a new website page to promote your team's activities
Add a Team List to the new page

Fig. 1: New Team popup

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User Team Management Documentation

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