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Automated assignment of members to teams before a new season

Before a new season starts, you can have your existing members assigned to new teams/groups.

Turning the option on

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It is assumed that you have already created or copied the teams for the new season.

Transition to a new season

When a new season is approaching, you can prepare everything in advance in the platform using semi-automatic actions.

Requesting information from members

  • In Management > Teams and walls when editing the teams you want members to sign up to for the new season, tick the Show in the registration form option.

  • Go to the Management > Members module and tick the members whose interest in being assigned to specific teams you want to find out. Click the Bulk actions and Request data check.

  • As part of the data check form, members will be asked which team they want to be assigned to.

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Only members who are not yet assigned to any team in the given season will be asked. That is, if you assign them to a team manually in advance, the system will not ask them.

Approving members’ teams

  • Data check requests will start arriving from members in the form of a request. In one step you obtain updated contact details for your members and, on top of that, information about which team they want to belong to for the next season.

  • After the request is approved, the member will be automatically added to the roster of the selected team.

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