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  1. RecDesk
  2. Getting Started

Getting Started

RecDesk Users

  • How do I Add a RecDesk Administrative User?
  • What can each RecDesk Administrative User Role do?
  • How do I Sign Up for Email Alerts for Users?

Residency Settings

  • How do I Set Up Residency Requirements?
  • How do I Set Residency Based on Town/City Name(s) or Zip Code(s)?
  • How Can I Set Residency Based on an Address/GIS Database?

Other System Settings

  • How Do I Set Up Custom Household Credit GL Code?
  • How Do I Allow Community Members to Pay Later for Anything Online?
  • How Can I Show or Hide Menu Tabs in RecDesk Director?
  • How Do I Make Member Profile Fields Optional/Required
  • How Do I View/Update Grade Settings?

Customizing RecDesk

  • How do I Set Up Custom Categories and Drop Down Lists?
  • What are Tags and How are they Used?
  • How Do I Create Tags?
  • What are Document Types?
  • How Do I Create Document Types?
  • How do I Create a Custom Gender?
See all 7 articles

Instructors, Coaches, and Volunteers

  • What is the Personnel/Volunteer List and How do I Perform Advanced Searches on it?
  • How do I Create or Edit Personnel (Instructors/Coaches/Volunteers)?
  • How do I Add a Tag to an Instructor, Coach, or Volunteer?
  • How do I Attach a Document to an Instructor, Coach or Volunteer?
  • How do I Find All Programs to which an Instructor has been Assigned?
  • How do I Find All League Teams to which a Coach is Assigned?
See all 8 articles

Cyber Security

  • Data Security & SOC 2 Certification
  • Two-Factor Authentication (Optional Feature)

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