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How to Set Up Org Profile & Settings

Updated this week

Permissions are required to set up the org profile. Click here to learn how to view your permissions.

General Setup

  1. Click Business Tools > Org Profile & Settings in the left-hand navigation panel.

  2. On the General Setup tab, edit the information about the organization. This includes:

    • The physical address

    • Member Age settings

    • The custom domain name

    • T-shirt sizes

  3. Under Additional Data Fields, click Add Data Field and fill out the custom field as desired.

    • You may add as many additional data fields as desired.

    • These questions will be displayed during registration and are available in the account or member profile within Org Tools.

  4. When you've completed the form, click Save.

Group Setup or Membership

Roster, Member Group, or Squad

  1. Click Business Tools > Org Profile & Settings in the left-hand navigation panel.

  2. Click the Group Setup or Membership tab.

  3. Click the Roster, Member Group, or Squad tab.

  4. To add, click Add Roster, Add Member Group, or Add Squad, fill out the form, and click Save.

  5. To delete, check the box(es), click Edit > Delete, then click OK to confirm.

  6. To edit, check the box(es), click Edit > Edit Roster, or Edit Member Group, or Edit Squad, make the desired edits, and click Save.

Location

  1. Click Business Tools > Org Profile & Settings in the left-hand navigation panel.

  2. Click the Group Setup or Membership tab.

  3. Click the Location tab.

  4. To add a location, click Add Location, enter the location name, then click Save.

  5. To delete location(s), check the location(s) box(es), click Edit > Delete, then click OK to confirm.

  6. To edit a location, check the roster(s) box(es), click Edit > Edit Location, make the desired edits, and click Save.

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