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Use Case(s)

The Club is having a managers meeting and needs to give all the managers a BEO for each event for the upcoming week or month.

Content

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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

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

• 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.

• When adding a new user, be sure to include an Email Address. The User will need this to access any forgotten login information.

Downloadable Guide

1. Once in Events, select Batch Generate Documents from the upper left side of the Event Calendar.

Batch Generation

1. On this page, select the date range, check the events to be included from the list below, and select the document(s) to create.

2. Click Generate Documents.

Retrieve Documents

1. These documents will need to be retrieved on the Home Page at the bottom underBackground Activities.

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

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Best Practices

1. Ensure all date ranges are correct for BEO document search for the most accurate results.

FAQs

1. How can I separate the documents I am downloading into individual documents? 

   1. Documents can be separated individually or all included in one document. Be sure to specify this setting during the Batch Generation step under Document Options.

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