Rosters offer a way to designate which users are able to submit coaching log and walkthrough data in KickUp, and which users might be the subject of those logs and walkthroughs. Roster functionality works exactly the same in the Coaching Logs module and in the Walkthroughs module.

To start, visit the coaching logs or walkthroughs main page, and follow these steps. The example below will utilize a Coaching Log example.

1. Click the three dot menu next to the Coaching Log or Walkthrough instance that you would like to modify, and click "Edit."

2. Scroll down to the "Coaches" or "Observers" section. Click the blue "Add" button.

3. Once you’ve added them as a coach or an observer, click the “Edit Roster” button to add users or groups to their roster.

You have a few options for how you can add people to a user’s roster:

  • Add individual people by searching for a name or email

  • Add a whole group of people from your Directory

  • Add people by demographic data from your Directory

4. After adding people to the coach or observer's roster, they will be able to access that coaching log and begin completing the coaching log for anyone on their roster.

Note that rosters are dynamic in that - if a group is associated with a given coach's roster, their roster will automatically update if changes are made centrally to that group. For example, if a coach's roster includes anyone in Group = Douglass High School, any time a person is added to that Douglass High School group, the coach's roster will be updated.

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