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Moving players, coaches and team admins in bulk

This article provides information on moving team members to their next team at the end/start of a season.

Quick links:

Overview Troubleshooting
Moving members Related articles

 

Overview

At the start of a new season, existing junior Players, Coaches and Team Admins may need to be moved to their next age group/team.

As an example, you may need to move the Under 11s to the Under 12s.

Please note: You must be a webmaster with full membership access to complete this process. 

Please do NOT do the following:

  • Create any new player accounts
  • Delete existing player accounts
  • Change the name of a team

 

Moving players between teams

Tip:

Start with the eldest junior team first by moving them up to a senior/holding team, then move the second eldest Players, Coaches and Team Admins to the newly vacant team.

Repeat for the other junior teams until you are left with the youngest junior team with no members.

Step-by-step guide:

  • Go to your club admin dashboard
  • Click 'Membership' from the left-hand menu
  • Click 'Membership Database' from the sub-menu
  • Click 'Filters'
  • Filter to view Players of the eldest junior team (e.g. Under 17s)
  • Select all of the members in the filtered list

First, add the players to their new team

  • Click 'Roles'
  • Click 'Edit Roles'
  • Select the Player role from the dropdown options
  • Select the new team from the dropdown options
  • Click 'OK' to review the changes (DO NOT click 'Save' yet)

Second, remove the players from the old team

  • Click 'Remove a role'
  • Select the 'Player' role from the dropdown options
  • Select the old team from the dropdown options
  • Click 'OK' to
  • Review the summary of the change
  • Click 'Save'

The Membership Database will update automatically showing no results for the existing filter you applied.

Repeat the process for Coaches and Team Admins of the eldest junior team.

Repeat the process for the remaining junior teams in descending order.

You should be left with no Players, Coaches or Team Admins associated with the youngest junior team.

 

Troubleshooting

This section covers common troubleshooting queries:

  • Can this feature be used to add players to a team as a bulk action?
    • Yes. While the feature was primarily designed to help move team members from one team to another (by removing one role and adding another), it can be used to add a new role as a bulk action only.
    • For new clubs adding new members from a spreadsheet, this can be very useful to get members into their correct team in no time at all.
      We recommend creating a custom membership field (guidance here) for the team name, then align that field to the team name column in your spreadsheet.
      Once the data is imported to Pitchero, filter by the contents of the column and select the members to add to the team.
  • Can we rename teams (without the need to move team members)?
    • In theory, yes, clubs can rename teams without moving members around. However, this is not the recommended method as it eventually leads to the team being hidden on Pitchero and data no longer visible to past/current members.
    • We recommend clubs with junior teams to keep the team names as originally listed and move team members using the bulk tool explained in this article.

 

Related articles

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