Grade Coordinators are a unique type of administrator for TeamBuilder and SuperCRM that have access to view, edit, and communicate with players that are in a specific grade or set of grades.
Please note that Grade Coordinator access must be granted access each year.
In this article:
How to Invite a Grade Coordinator
To invite a grade coordinator you must first have SuperCRM access.
1. From the Dashboard, click on the Admin Settings tile
2. Click on the Login and Access Control button
3. Click Invite New User
4. Enter the new user's Email Address, First Name, and Last Name
5. Click the SuperCRM tab and select the Sport and Season/Year that contains the grade that the new Grade Coordinator will be given access to
6. Tick the grade/s that the Grade Coordinator is being given access to
7. Click Send Invite to send an invitation email to the new Grade Coordinator
TeamBuilder & SuperCRM Access
Grade Coordinators can take advantage of most of the functionality in TeamBuilder and SuperCRM. The main limitation is that they are only able to interact with people in the grades assigned to the coordinator.
Grade Coordinators can also view players in TeamBuilder who meet the eligibility requirements for a grade, even if they are not currently assigned to that grade.
For example, if a Grade Coordinator has access to the U11 grade (and eligibility requirements have been set by the competition organiser), and a player registers without selecting a grade but is of the correct age for U11, that player will still be visible to the Grade Coordinator.
TeamBuilder
The following functionality is available to Grade Coordinators in TeamBuilder:
Landing Page
- All competitions can be viewed - only competitions containing a grade that the Grade Coordinator has been assigned can be opened.
- Competition names will be greyed out if the Grade Coordinator does not have access.
- All teams can be viewed - only teams in a grade that the coordinator has been assigned can be opened.
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Team names will have a grey background if they are unavailable to the Grade Coordinator.
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People & Grade Page
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The Grade Coordinator's assigned grade/s will be automatically be selected and the People list will be filtered to only include people eligible for the selected grade/s.
- Player registrations can only be edited or deleted if they have been added to a team in the Grade Coordinator's assigned grade/s.
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You are able to swap to linked forms and view all registrants to these forms.
Teams
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All team functionality remains the same e.g. editing or deleting the team, exporting team details, sending email communications to the team members, and adding team members.
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All TeamBuilder exports can be run but will be limited to the grade/s assigned to the Grade Coordinator.
Team Entry Form Registrations
If the Grade Coordinator is created at an organisation that is a Competition Organiser, they will be able to view Team Entry Form registrations. The registrant list will only include teams that have registered to grade/s that the Grade Coordinator has access to.
SuperCRM
The following functionality is available to Grade Coordinators in SuperCRM:
People List
- The People list will be filtered to the current (or most recent season's) form that holds the grade/s assigned to the Coordinator.
- The forms available for new filters will be limited to forms that contain a grade that has been assigned to the Coordinator.
- Forms that have been linked to the available forms (e.g. Coach or Volunteer/Admin forms will also be available).
- The same restriction will apply when filtering on the CRM metrics page.
- Search results will only include people in one of the Coordinators assigned grades.
- Adding people, Applying Tags, Exporting, and Contact options are all available.
- The Registrant Balance column will show a player's owing balance when you have filtered to a single form
Profile
- Profile details can be viewed, edited, or deleted.
- The person can be sent communications.
- The Registrations and Financial tabs will only list details for forms that have selected a grade that is assigned the the Grade Coordinator. Noting that financial details will be available to the Grade Coordinators.