This guide outlines the step-by-step process for creating a team in the StatStak Labs platform. Administrators are equipped to set up teams, customize settings, manage administrative roles, and establish payment terms efficiently. The steps include accessing the team management area, creating a team from a template or scratch, defining team details, setting up administrative roles, and configuring payment plans. This detailed guide ensures that each team is tailored to meet specific organizational needs and policies.
Step-by-Step Guide:
1. Open Teams Portal:
Navigate to the admin dashboard and log in with your administrator credentials. Access the 'Teams' section from the navigation panel to manage existing teams or create new ones.
2. Initiate Team Creation:
On the Teams page, click the '+ Add team' button located at the top right corner to start the process of creating a new team.
3. Select a Team Template:
Choose a pre-existing team template or opt to create a new team from scratch. This helps streamline the setup process by utilizing standardized settings and structures.
🔔 You can create team templates in settings in the 'Templates' section.
4. Edit Team Information:
Fill out essential team details, including the team name, tags for identification, policy settings, and membership requirements. These details define the team’s identity and operational parameters.
5. Continue Team Set Up:
Enter additional team specifics such as contracts, required questions for members, fees, and payment plan details. This step ensures all necessary information and financial terms are clearly defined.
📢 Note that if a user selects a payment cycle after the assigned payment plan start date (designated during the team creation process), then the system will apply the same equidistant scheduling logic to charge the user at fixed dates. This will keep the user from being charged multiple payments in a short amount of time and maintain a consistent payment cycle.
6. Assign Admins to the Team:
Add administrators who will manage the team. You can search for existing admins or input new user details. Assigned admins will have the authority to edit team settings and manage operations.
💬 Note these users will have access to and be able to edit the team. You can manage the coaches' access level in the 'Permissions' and 'Users' settings.
7. Create Payment Plans:
Set up detailed payment plan information including start and end dates, payment intervals, and account details for transactions. This financial structuring is critical for managing team finances effectively.
8. Finalize Team Creation:
Review all the entered information for accuracy and completeness. Click 'Create Team' to finalize the team setup. Subsequently, add 'Roster players' to notify and integrate new members into the team.
📢 Note that after you create a new team, adding 'Roster players' is done manually. This is when users will receive notifications and alerts to accept the roster spot.
The guide provides a clear and comprehensive path for administrators to create and manage teams effectively. This systematic approach ensures a consistent and reliable experience within the StatStak Labs platform.
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