Once your club account is set up, the next step is to invite your team. Clubnest allows you to assign specific roles to your club personnel, giving each member access to the tools and information relevant to their responsibilities.
This guide outlines how to add team members and assign appropriate permissions.
Step 1: Access the Team Management Section
- From the Clubnest dashboard, navigate to Users > Manage Team.
- Click Add New User to begin the invitation process.
Step 2: Fill in User Details
For each team member, complete the following:
- Name
- Email address
- Phone number (optional but recommended)
- Password (or allow them to set their own via invite link)
- Role (see below)
Step 3: Assign a Role
Clubnest supports role-based access control. Each role provides access to specific areas:
RolePermissions SummaryAdministrator | Full access to the dashboard, settings, events, users, and data
Coach | Access to coaching sessions, bookings, and participant info
Bailiff | Ability to scan tickets and view participant verification
Parent/User | Frontend-only access to register children and book events
Each user sees a simplified interface tailored to their responsibilities.
Step 4: Send the Invitation
Click Save or Send Invite to register the user. If email notifications are enabled, the user will receive an invitation to log in. You may also provide their login credentials manually if preferred.
Best Practices
- Encourage coaches and bailiffs to upload a profile picture to help with event identification.
- Use strong passwords for admin roles.
- Review team member access regularly, especially after events or staffing changes.
Troubleshooting
If a user cannot access their account:
- Verify their email and role assignment.
- Check for spelling errors in their email address.
- Ensure they are logging in via the correct subdomain (e.g. yourclub.clubnest.co.uk).