New User Set Upย
One advantage of utilising an online solution like Clubmate is the capability to securely distribute the workload among other authorised staff and volunteers.
With Clubmate, there is no restriction on the quantity of users you choose to establish. Nonetheless, prioritising data protection and security, we strongly recommend careful consideration of whom you grant permission to.
There are four key user access roles
Owner
Manager
Staff
Bailiff
For more information on these see our help article on User Access Levels
How to add a new user
Here's a video on how to add a new user, written instructions below ๐:
Create a New User
Log-in to Clubmate.
Click on the Settings icon in top right hand corner of the screen, scroll down and select 'Staff'ย
Click on the green 'Set up New Staff Members' button
Add in Staff Members first name, last name and email address then click Add (the admin user will automatically receive a verification email, prompting them to login).
NOTE: If one of your admin user is already listed as a member/customer, we recommend amending their access.
User access will automatically be set to Staff as default. You can change this be selecting from the drop down box in the top right.
You can then update the contact details for your user or allow them to do it themselves the first time they log in (under Settings > My Profile).
Then click Save Changes. Each new user will receive an email guiding them on how to use the system the first time they login.
Also see
โUser access levels
โAmending user access
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