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How to Add or Edit Member Roles, Courses, and Certificates
How to Add or Edit Member Roles, Courses, and Certificates
Updated over a week ago

You must have Admin Level - Email/Print/Calendar and Workforce Admin - Full access to manage workforce admins.

Once you have designated someone as a Workforce member, you can add roles (job titles) and courses (training they have taken to perform that role) and upload certificates.

How to Add Roles

  1. In the side menu, click Org Tools > Members.

  2. Click an existing Workforce member's name (not the checkbox).

  3. Scroll down to the Workforce area and click Add Role.

  4. Click the ADD ROLE field to select a role or type a role name. The list will narrow as you type.

    Add Role field
    • If the role does not exist, click Add this custom Role.

    • You may continue adding as many roles as you want.

  5. Click the checkmark when finished adding roles.

  6. You will now see the role(s) listed in grey bars, the grey indicating they are incomplete.

  7. Click a bar with a role to expand it.

  8. Select whether their role is Paid (default) or Volunteer.

  9. Fill in the Month/Year Role Commenced.

  10. The role bar will turn green, indicating it is complete. Click its Save icon.

    Role Save icon
  11. FYI, a role bar will turn red when expiry dates have passed.

  12. You may exit the member screen or continue to the next steps to add courses.

How to Add Courses and Upload Certificates

  1. Click Add Course.

  2. Similar to adding a role, click the ADD COURSE field and select a course or start typing a course name.

  3. The role bar will turn grey again, indicating the role is incomplete.

  4. Fill in the dates and Swim England reference number.

    • If there is no Expiry Date, enter a date far into the future.

    • If there is no Reference number, enter N/A.

  5. If you have a certificate file for the course, click the upload icon, then navigate to the file, double-click it, or select it and click Open.

    • If there is no certificate for the course, download this no-certificate text file by clicking it, saving it to your computer, and then uploading it.

    • Once uploaded, click the document icon to view it.

  6. If you filled in all the fields and uploaded certificate(s), the role bar will turn green again, indicating it is complete.

  7. Click the Save icon in the role bar.

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