BoosterHub Academy: 1.1 Settings—Admins
Once the club settings are updated, it's time to add individuals to the account as Admins. Before being identified as Admins, individuals must first be added as Members, and there are two ways to do this:
- Select People near the top of the navigation bar, then click the Add Contact button. This will bring you to the Contact Information page, where you can enter name, email, and phone number. Just below the area for the contact's photo, be sure to toggle the New Contact is a Member to on, so it shows in blue. Then click the tiny, blue Save icon in the upper right of the screen, and it will send the person an invitation to join BoosterHub.
- Or, select Dashboard at the top of the navigation bar, then click Add People, which is the bulk add feature on the dashboard. Click Add Members, and then click to add them as Free Members.
You can then upload an existing list from a spreadsheet, which must be in .csv format. Next, map the fields. Fields for first name, last name, email, and phone number are required. Additional data can be included through People and Custom Fields. Add tags such as Vendor or Donor or Parent to the group. You will then click Send Invitations, and an email invitation will be sent to the individuals to join the booster club and BoosterHub.
You can also add members manually, entering names and emails one by one, and then applying tags and sending invitations as before.
Once added as Members, the individuals can then be identified as Admins. To make a Member an Admin, first navigate to Settings at the bottom of the navigation bar, and then to Admin Settings in the middle menu. Click the tiny, blue Add Admin icon at the top right of the screen, and find the user by searching their name on the list. To set their permissions, select the Edit icon on the right side of the screen, aligned with the member you are working on.
- Under Manage Club, a Master Admin will have the ability to access all modules in BoosterHub. This should be reserved for only the top officers, and there must be at least one Master Admin at all times.
- Under Manage Store, users can have Full rights or Cashier Only. With Cashier Only rights, users can have access to the cashier screen, but they cannot manage products or pricing within the store.
- Under Manage People, users can be given Full rights (with ability to add or eliminate users) or Communicate Only rights.
- Manage Files is either Full or Off.
- Manage Webmaster is either Full or Add News, which gives users the ability to add news stories but not to edit the site.
- Manage Calendar is either Full or Off.
- Manage Accounting is either Full or Read Only, which gives users the ability to view accounting without editing.
Also in Admin Settings at the bottom of the page are some Account options, such as hiding emails and phone numbers, disabling certain types of chat groups, disabling ability of members to upload files, or view check requests. Under the Store section you'll find the options of collecting credit card fees from the customers/donors and turning on booster credits. Under the Volunteer section you can turn on the Open Spot reminder system, which sends out an automated email 24 hours in advance of open volunteer opportunities. Under Club Officers you can keep track of the club officer information, which will be used when you file the club tax return.
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