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These documents will need to be retrieved on the Home Page at the bottom under Background Activities.

FAQs

Q: What role is required to add a new User?
A: User Admin role is required to add any new users to the system.

Q: How can I delete a User that is no longer with the Club?
A: Access the Settings menu, then Users, and Manage Users. From here, click Deactivate next to their name. Please Note: There is not a delete option,  only deactivate.

Best Practices

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Only give New Users the access that is needed, it is not recommended to make everyone an Admin User.

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Make sure when creating a New User, check the box that allows for New Users to reset their password on the next login for security purposes.

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Under Background Activities, the documents requested will be available under Download Reports.

Best Practices

• Ensure all dates are correct for BEO range.

• Documents can be separated into individual documents or all included in one document. Be sure to specify this setting during the Batch Generation step.

Downloadable Guide