New Season Checklist - Associations/Leagues /

Product/Service: MySideline Admin
Permission Required: Association Admin or higher

Following the annual system Rollover, registrations can open for the new season.  We've compiled a list of some important Association tasks to help you prepare for Season 2023 on MySideline.

 

1.  Audit User Management

Now that your Association and local Clubs have had their AGM's, you need to ensure only current Administrators have relevant access.

Step 1 - Log in to admin.mysideline.com.au

Step 2 - Select Reports, from under the Administration section.

Step 3 - Select the Admin Users report (Competition Management Reports)

Step 4 - For the User Level, select Association Admins then click SUBMIT.  A copy of the report will be emailed to you.

Step 5 - Also run the report for Club Admins and GameDay Admins.

Step 6 - Check the reports for who has access to which levels of Admin.

Step 7 - Where relevant, REMOVE or ADD User Permissions.  

 

2.  Review your Association Details

Ensure your Association Contact Details are up to date.

Step 1 - Log in to admin.mysideline.com.au

Step 2 - Select My Association (under the Administration menu), and click the Association Details tab.

Step 3 - Check the Association Details and update as required.

Step 4 - Ensure to SAVE if you make changes.

 

3.  Update Clearance/Permit auto-approve settings (if applicable)

Important note for Clearances/Permits that meet your Auto Approval criteria (i.e. matching Member Type and DOB Range):

- Your Association will NOT appear in the list of required Approvals
- You will NOT be given the opportunity to Decline these Clearances/Permits.
- It is only recommended to use "auto-approve" if there are NO suspected cases within your selected Member Type and DOB range which may need to be Declined.

If required, you can set up auto-approvals for your incoming and/or outgoing Clearances or Permits.  These options are available in the Clearance Auto Approval and Permit Auto Approval tabs in the My Association section and can be set up for Player Tackle, Player LeagueTag and Referee Member Types.

Step 1 - Log in to admin.mysideline.com.au

Step 2 - Select My Association (under the Administration menu), and select the Clearance Auto Approvals tab.

Step 3 - To create a new Auto-Approval, select a Member Type, Date Range, and "direction" of Approval:

  • Member Type - the applicable Member Type for this Auto Approval, e.g. Player Tackle
  • DOB From - the oldest Members included in the approval (date format: YYYY-MM-DD)
  • DOB To -  the youngest Members included in the approval (date format: YYYY-MM-DD)
  • Set Auto-Approvals For - select whether approving:
      • Inward - incoming Clearances only
      • Outward - outgoing Clearances only
      • Both Inward and Outward - both incoming and outgoing Clearances will be approved

Step 4 - Click ADD to save.  Clearances that match this criteria will now be approved automatically.

 

PERMITS - You can follow the same process above on the Permit Auto Approvals tab.

 

4.  Edit and Add/Remove your Products (if applicable)

Important information about Products:

  1. NOT ALL Associations use Products.  Some instances of Product use include if you use Saleable Items or Date Range Discounts.
  2. You do NOT have to create new Products for the new season. Instead you can simply EDIT those from the previous Season, if available.  You can add and edit/remove Products in the Fees tab.
  3. If you are creating Saleable Items or Date Range Discounts, at a minimum, you need Products created for each Member Type the Saleable Item or Discount is relevant for.
  4. If you are a new administrator, or just need a refresher, you can learn about Products in a few places:
  • Read a help article: How to Create and Edit Products
  • MySideline Products: Short course
  • MySideline on-platform guidance
      • Hover over the (?) icons or select headings for helpful hints
      • During the early part of the new season, a WalkThru option is available by clicking the "Let's Open Season 2023" button and selecting the Registration Fee Product option.  This will also take you through Saleable Items and Discounts.

 

5.  Edit or Add/Remove your Saleable Items

In the Saleable Items tab of the Products section, you can set up items to be available for purchase when Members register.  For example, insurance, or single season membership fees.  These items can be free or have a cost associated.

You must have a "Registration Fee Product" created for the Member Types you'd like to link your Saleable Items to.

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Similar to Products, there are multiple places to learn how to set up Saleable Items:

  • Read a help article: How to Create and Edit Products
  • MySideline Products: Short course
  • MySideline on-platform guidance
      • Hover over the (?) icons or select headings for helpful hints
      • During the early part of the new season, a WalkThru option is available by clicking the "Let's Open Season 2023" button and selecting the Saleable Items option.

 

6.  Set up Registration Discounts (if applicable)

If your Association has a Discount for registrations within certain dates, you can create a Date Range Discount.

 Similar to Products, there are multiple places to learn how to set up Discounts:

  • Read a help article: How to Create and Edit Products
  • MySideline Products: Short course
  • MySideline on-platform guidance
      • Hover over the (?) icons or select headings for helpful hints
      • During the early part of the new season, a WalkThru option is available by clicking the "Let's Open Season 2023" button and selecting the Discounts option.

 

7.  Monitor registrations

You will need to monitor registrations and Members within your Association, as well as relevant transfers.  Click on the green text to go to the corresponding MySideline page, or the click the article title to learn more:

Members registered in the current season will display under My Members (found under the Member Management section).

To understand registrations and Members we recommend completing the Member Management short course.

 

8.  Set up Competitions - when you're ready!

When you're ready, you can start setting up your 2023 Competitions.

Tutorials, such as The Complete Guide to Competitions, are available for new Association Administrators, or you can complete individual course modules again if you need a refresher.

 

 

RELATED ARTICLES

My Association/My Club

How to Create and Edit Products

 

LEARN BY VIDEO

MySideline Club Administrator Induction

MySideline Products: Short course

Member Management

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