This guide provides a detailed walkthrough for administrators on how to clone a team within the StatStak Labs platform. By cloning an existing team, administrators can quickly set up a new team by duplicating the structure, policies, and settings of an existing template. This process involves locating the team, initiating the cloning process, and customizing the new team’s settings to suit specific needs. This guide aims to streamline the workload of administrators and ensure consistency across teams.
Step-by-Step Guide:
1. Locate Teams:
Access the admin dashboard and select the "Teams" option from the left-hand navigation bar, identified by a trophy icon. This section provides a comprehensive view of all teams, along with their financial and management details.
2. Identifying the Associated Team:
Scroll through the team list to find the team you wish to clone. Hover over the three dots on the right-hand side of the team's entry to access a dropdown menu with various management options.
3. Initiating the Cloning Process:
From the dropdown menu, click on the 'Clone' option, which is represented by two overlapping squares. This action initiates the cloning process for the selected team.
4. Begin Cloning a Team:
A dialogue box titled 'Clone team' will appear, allowing you to modify the team's name, set team tags, and adjust settings such as expiration date and visibility. Navigate through the settings by clicking 'Next'.
5. Setting Team Policies:
Continue to customize the team by setting required contracts, adding necessary questions, configuring additional fees, and establishing payment plan options. Each section must be saved by clicking 'Next' to proceed.
6. Adjust Coaches and Administrators:
Modify the list of coaches and administrators by adding new individuals or removing existing ones. This can be done using the search function within the clone dialogue.
7. Reviewing and Finalizing Cloning:
Review all information and settings for the new team to ensure everything is correct. Make any necessary adjustments to reflect the specific needs of the new team.
📢 It’s recommended to check the cloned team’s details for accuracy. Ensure all necessary post-cloning adjustments are made to reflect the specific needs of the new team.
8. Confirmation of Cloning:
Once all details are verified and confirmed, click on the 'Clone team' button to finalize the cloning process. A success notification will confirm the completion of the cloning process.
The cloning feature on the StatStak Labs platform is designed to help administrators efficiently manage team setups by reusing successful templates. This guide ensures that each step is clearly defined and easy to follow, promoting a seamless transition from one team setup to another. This systematic approach ensures a consistent and reliable experience within the StatStak Labs platform.
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