From the management of user credentials and user rights, it is possible to:

  1.  create users
  2.  assign them to a team according to the user rights they require 
  3. set up login credentials to grant access to Sportrick. 

Additionally, these users will be suggested by the system for the following operations: 

  • assign a consultant to a customer
  • specify a seller
  • designate a person responsible to carry out a CRM task

Create new users and assign them to a team

In order to create and manage new users, click on Settings -> User Management, then click on Add User and:

  1. specify the operator's full name (e.g. John Doe). This field is optional. If left blank, the system will use the email provided as username
  2. choose a team and therefore the user rights:
    • Administrators: administrators don't have any type of restriction, whilst other teams have

    • Trainers: please note that creating a user belonging to the trainer team does not mean that it will be possible to assign this user to courses as instructor. This procedure is only aimed at providing certain user rights for the use of Sportrick. To see how to create instructors for courses please click here. A Trainer can manage the following sections:

      • REPORTS: view assigned Standard and Custom Exports;
      • PLANNING: view agenda of scheduled classes and book classes for customers;
      • TRAINERS: access to the whole section
    • Users: a user belonging to this team can manage the following sections:

      • FRONT OFFICE: specifically:
        • User Search
        • User-profile-related activities: Sales, Payments, Documents, CRM 
        • Sale of items via Proshop
      • ACCESS CONTROL: access and exit control and access simulation;
      • REPORTS: view assigned Standard Exports, assigned Custom Exports and perform Marketing searches;
      • PLANNING: view agenda of scheduled classes, book classes, cancel bookings, management of waiting list.
  3. username: type an email that will be used as username for access. Please note that the email doesn't necessarily need to be an email address in use, it can be made up as long as it's in this format 
  4. password: the password is temporary, users will be able to change it after they log in (as shown in the two pictures below):

If the system does not confirm the creation of the user, it means that the email address specified has already been registered and a new one is required.

Reset Password/Delete User/Change Team

In the summary of all the users that have been created you will find two separate tables:

  1. Operator/Trainer: shows the users and the team they belong to. Available actions (click on Detail next to the username):
    • Edit: change the team the user belongs to
    • Reset Password: choose a new password
    • Delete: delete user. WARNING: if the user has been linked with CRM tasks, has been selected as seller for sales or is any way linked with an activity in Sportrick, it is recommended to reset the password rather than delete the user. This will avoid the loss of data and at the same time prevent the user from logging into the system
  2. E-Commerce: shows the users with an E-Commerce account (please note that E-Commerce access and credentials are not provided from this section. Click here to see the correct procedure). Available actions (click on Detail next to the username): 
    • Edit: change username 
    • Reset Password: the user can use this password to log into their E-Commerce account and change it again 
    • Suspended: deactivate E-Commerce account

In the table on the right there is a list of the accounts linked to that username (login details can be the same for more than one account, although the accounts are kept separate, one for each customer/operator). Through the button  it is possible to decide which account is the default one (main account).