Follow

How to Share an Email Template with Other Coaches/Staff Members

For Coaches:

Your Compliance Office or on-campus ACS Administrator will give you this access through Manage Users. If you would like to be given access to assign correspondence templates to other coach/staff users of your assigned sport(s), please contact your Compliance Office or on-campus ACS Administrator. 

 

If you are a coach and have already been given this access, please follow the steps below: 

  1. Hover over the Recruits or Roster tab
  2. Click Correspondence Tools 
  3. Click Templates 
  4. Click the name of the email template you would like to assign to other coaches/staff users
  5. Click the checkbox to select users who you would like to be assign the email template 
    • Note: If you do not see checkboxes for other coaches/staff members assigned to your sport, please contact your Compliance Office to give you access
    • Note: If you have been given access to assign correspondence templates, then you can also designate each coaches/staff members default template by using the checkboxes under Make Default for Employees:
  6. Click Save & Return

 

For Compliance:

Follow the steps below to give Coaches/Staff members access to assign correspondence templates to other users:

  1. Hover over Settings (top right corner of the screen) 
  2. Click Manage Users
  3. Search for the Staff User you would like to give access to assign correspondence templates to other users
  4. Click on User's Name 
  5. Click the checkbox under Allow this user to assign correspondence templates:
  6. Click Save & Return
Was this article helpful?
0 out of 0 found this helpful

Comments

Powered by Zendesk