Inviting someone to manage the club

To have someone work with you in Cantera, whether a coach, a coordinator or whoever looks after the accounts, you create a user record for them and send them an invite by email. You set up their access first; the invite only goes out when you decide.

1. Open Settings › Users and select "New user".
2. Under "General information", enter the person's "Email". It is the only required field: the name is optional, because the invitee confirms it when accepting.
3. Under "Settings", turn on "Collector" if the person will record payments on the club's behalf. Turn on "Club administrator" only for someone who should have full access, including users and groups.
4. Under "Groups", check the person's groups. The coaches group (Treinadores) is already selected: remove it or add others with "Add group…".
5. Under "Teams", choose the teams from this season the person has access to.
6. Select "Save". The record is marked "Pending" and opens, with the "Invite" banner at the top.
7. Select "Send invite".

The person receives an email with the club's name, the name of whoever invited them and a link to accept, valid for 7 days. If they do not have a Cantera account yet, they choose their name and a password there; if they already have one, they sign in with that same email and accept. From then on they show as "Active".

Invites not yet accepted

In Users, the "Pending" tab gathers the invites still waiting. The "Last active" column shows the status of each one: not sent yet, sent and valid until a date, or expired.

• "Resend invite" sends a new link; the previous one stops working. Use it too when the invite has expired.
• "Cancel invite" removes the record from the list. The person's account is untouched, so you can invite the same email again.