This guide walks users through the process of inviting a new admin on the StatStak Labs platform. From accessing the users dashboard to sending an invitation and assigning permissions and trainer details, each step is explained to ensure admins are properly configured with the necessary access. By following these steps, users will be able to effectively manage new admin roles on the platform.
Step-by-Step Guide:
1. Open Users Dashboard:
Navigate to the platform's left-hand menu and click on the 'Users' tab. This opens the 'Users Dashboard,' where all current users and their information are displayed. This is the first step in managing roles and adding new users.
2. Add a New User:
Within the 'Users' tab, click on the 'Add User' button located in the top-right corner of the screen. This action will prompt a form where the new user's details will be entered. Adding a new user is essential for expanding your organization's admin roles.
3. Select User Type:
In the user creation form, select the 'Admin' role by clicking on the 'Admin' button. This ensures the invited individual will have administrative permissions on the platform, which are necessary for managing users and content.
4. Input Personal Information:
Fill out the form with the new admin’s first name, last name, phone number, and email address. These details are required for the identification and communication of the new user within the system.
5. Assign Permission Level:
Set the permission level by using the dropdown menu under 'Set permission level.' Assign the role that matches the user's duties to allow appropriate access to the platform's functionalities.
6. Send the Invitation:
After all fields are completed, click the 'Invite new user' button. The user will receive an email and text message with instructions to complete the setup of their new account.
7. Confirmation Message:
A success message will appear once the invitation has been sent. This confirms that the process has been successfully completed, and the new admin can proceed with setting up their account. Click 'Continue' to return to the admin dashboard.
8. Open Users Dashboard:
After creating the new admin account, navigate to the ‘Users’ tab on the left-hand side of the dashboard to return to the users dashboard.
9. Search Trainer:
In the search bar, type the name of the trainer account that was just created. The system will automatically filter users, making it easy to find the specific trainer.
10. Open Trainer Account Details:
Once the trainer appears in the list, click on their name to access detailed account information. This is where you can view and modify various aspects of their account, including their trainer rates.
11. Confirm Trainer Account Verification:
Open the newly created trainer account details to confirm their administrative access and permission level.
🚨 Make sure that the user is listed as an admin and has been assigned to the appropriate home facility, permission level, and trainer access.
12. Update Trainer Details:
After verifying the new trainer, click ‘Update trainer.’ This action will open the trainer management portal where the trainer's profile picture, skills, add-ons, description, and rates are stored.
13. Add Training Skills:
Under the 'Select training skills' section, assign the trainer's areas of expertise by selecting the relevant skills. These selections will determine which services the trainer is qualified to offer.
14. Select Add-Ons:
In the 'Select add-on certifications' section, assign additional certifications that enhance the trainer’s qualifications. This step allows you to distinguish trainers with specialized training tools, improving their profiles.
15. Assign Training Rates:
Specify session rates based on duration. The system allows you to set rates for 30-minute, 45-minute, and 60-minute sessions. Make sure these rates accurately reflect the services the trainer provides.
16. Provide a Trainer Description:
Finally, in the 'Add a description' field, input a brief bio outlining the trainer’s background, qualifications, and teaching philosophy. This will help clients or team members understand the trainer's approach and specialties.
By following these steps, trainers can be configured with the necessary permissions and invited efficiently. Additionally, trainers can manage their training options and rates that are visible to users. This systematic approach ensures a consistent and reliable experience within the StatStak Labs platform.
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