For Registrars – Team Builder
01 – Glossary
- Team Shell: refers to the Team details such as name, description, colors, season dates, gender and age. A team shell does not include players.
- Program: refers to a season sign up for a tryout or recreational based team.
- Rostering: the act of adding players to teams using Team Builder.
- Team Builder: a tool for adding and removing players to team shells for rostering.
- Inspector: a tool that will show you basic details about a player or team with quick links to profile pages and roster tabs.
After you have opened your registration for a recreational or tryout based program you can use Team Builder to add players to your rosters.
Please note it is a good idea to standardize as much as possible the Season Start and End dates for the teams in your Club. These dates indicate when the teams will be visible to players and families on their profile pages and your managers and coaches will be able to use the Team Page. Set the Season Start Date for sometime after you have finished rostering your teams so that your rostering decisions remain private.
Once your team shells have been created, go to your Teams tab and click on TEAM BUILDER.
02 – Find Teams
First you need to find the teams that you are going to add players to.
Narrow down your team search by using the SHOW ME columns in the top row to filter by Gender, Age Eligibility and Season.
You can filter teams by male or female for gender specific teams or ALL to see all teams. If you choose COED it will only display teams that were set up as coed.
2. Age Eligibility:
Make sure to choose the exact same age parameters that you chose when you created the teams that you are looking for. The system will only pull teams that match the age settings you set before. Also note that you do not need to include letters when specifying the Sport Age. For example, type in 13 for under 13.
The dates that show here are the same dates that you set your “Season Start” and “Season End” dates to when you created your teams.
03 – Find Players by Program
Now that you have filtered all the teams that fit your gender, age and season parameters you can find your pool of players to build your rosters. Please note that we will show the Roster Rollover feature in another guide.
1. Select a Program
Select a Program from the dropdown that has the players you need to roster. For example, choose players from a Tryout Program to roster to your new teams. Only programs that are “Active” and listed as “Recreational” or “Tryout” in the Program settings will be available to choose from (see our Create a Program guide if you need a refresher).
2. Customize your Columns
Once you have selected your pool of players you have several options for how you’d like to filter to find the ones you need.
A. Edit Columns:
Select the EDIT COLUMNS link on the right and check or uncheck the boxes to customize what information you’d like to see about each player. We provide a list of useful fields that are standard to most registrations and you will also see options for custom questions that were asked for the respective program.
B. Numbers of Rows Shown:
Choose how many players you’d like to see in one view with the SHOW drop-down feature on the bottom right.
You can also use the FILTER box to narrow down your player pool by custom parameters, such as School. Also, note that once you set your columns the system will automatically remember your preferences even when you open in different browser!
To view further detail about each player, select the Inspector Icon next to the player’s last name. A fly out will appear that will show basic information such as their birthday, age range, a link to their profile page and tabs to view information about their Family members, Teams and the Programs they are registered for.
**Notice the REFRESH button on the top right of the page. If you would like to change info about any Team, Program or Player without closing Team Builder you will need to choose Refresh for your changes to update inside Team Builder. For example, if you notice missing information about a player you can open the Inspector Icon and click on their name to open a separate tab to their Profile page where you can update their records. Once completed, return to Team Builder and click on REFRESH so that the update syncs.
Note, if you close Team Builder, make a change to a player’s record and then reopen Team Builder, your change will automatically show without having to choose REFRESH.
04 – Add Players onto Teams
- To add players to teams, simply click a players name and drag and drop them onto the team you wish to roster them to. Please note the player will only be added if the team or crest is highlighted green when you hover over them.
- To roster two or more players to one team at one time, select the boxes to the left of the players’ names and drag them onto the team as a group.
05 – Viewing Teams
For your convenience we have provided three different views that you can use when rostering your teams.
1. List View:
This view will present your teams in rows with columns for name, player count, gender, age and team ID.
A. You will also see two icons for Edit Roster and Message Personnel.
- Edit Roster: By selecting this icon a new window will open and take you to the Roster tab on the team page.
- Message Personnel: By clicking the message icon a new window will open and take you to your Compose page in messaging. The teams personnel members will automatically be inserted in the “To” field.
B. You can also choose to Filter your teams by custom parameters by using the search bar on the upper left.
2. Icon View
This view will present icons with a team crest and a number in the upper right that represents the current number of players on the team. This is one of the easiest views to roster players across multiple teams.
To see details about the team, click the Inspector Icon on the bottom left of the crest. A fly out will appear with a link to the team page, a mail icon for messaging the entire team and roster details with quick links to message each player, personnel or parent.
3. Detail View
This view will present a team crest icon for the team you are working with as well as a list view of the players.
To move from team to team select the front and back arrows.
06 – Removing Players from Teams
You need to be in DETAIL VIEW to remove players from a roster.
Simply drag and drop the players back into the player pool onto the big green plus sign to remove them from the roster. You will see a “Move Completed” verification if you successfully removed the players and a “Move Canceled” notification if you did not successfully drop your players into the player pool bucket.