Give a Payor/Team Contact Access to an entire Group of Payors/Teams at one time

To give a payor/team contact visibility to all his/her teams at one time, you’ll need to group her teams into a “League” or “District”. 

Steps….

Create the District/League

1. Go to Admin Configuration
2. In block #5, click on Districts/Leagues
3. Click
4. In the window that opens, add a new District/League (your choice of what to call it)
5. Click Update

Add teams to the District

6. Go to Directories -> Teams
7. Open the Team Search Form
8. Search for the teams to group together
9. Click Search
10. Check the boxes for all of the relevant teams.
11. Click
12. In the window that opens, under “District”/"League", choose the appropriate District/League name
13. Save
14. Repeat 8-12 (or 12-13 if you had multiple teams selected) until you’re through all teams.

Give the Contact access to the entire District/League

15. Go to Directories -> Payor/Location/Team Contacts
16. Check the box for contact person
17. Click
18. In the window that opens, choose the “By District”/"By League" tab.
19. Under “Role” choose a relevant role
    • More/Different roles can be created if you’d like other titles
20. Under District/Leauge, choose the appropriate District/League
21. Click “Save New District/League Role”.