After creating a corporate team, this video will walk you through the process of managing that team. You will learn how to edit your team settings, add team registration questions, view and manage the members on your team, and much more.
1. Login to RunSignup
2. Go to your Profile
3. Scroll down and click Corporate Teams which is right below upcoming events
4. Click View Team
5. Click Edit Team
6. Edit any information available to you
7. Click Save
This section focuses on managing a corporate team as a captain.If you need to learn how to create a corporate team for which to become the captain of, please refer to the section for “How to Create a Corporate Team for Captains”.
Managing Corporate Teams
Once you are the captain of a corporate team, you can then go in and manage that team.To begin, go to the race page that your corporate team is set up for, and click on the tab marked “Corporate Teams”.Find your corporate team from the list provided, and click on the team link in the left-hand column.
Edit Original Set Up and Advanced Options
By hitting the button for “Edit Team”, you will bring up all of the fields that were filled in when the corporate team was first created (“team name”, “team type”, “team code”, “event costs” information, and “family and/or friend settings”). Also within this pop-up window, you will find a few additional fields, located under the “Advanced Options” section.
A custom URL can be created for a corporate team so that it is easy to remember and share.
You can also allow non-employees to register without an employee if necessary.
If you make any changes in this section, be sure to click “Save” at the bottom of the pop-up window.If you want to close the pop-up window without saving your changes, click on either the “X” in the upper right-hand corner, or on the button marked “Cancel” at the bottom of the pop-up.
Set Up Member Questions
Next, you can “Setup Member Questions”.These questions will be asked in addition to any existing registration questions, and will only be asked to members registering within this corporate team.
After clicking “Add Question”, member questions can be setup in the same manner as normal registration questions.
When you are finished with the question setup, remember to hit “Save Questions”, or, if you do not want to save the changes, you can click “Discard Changes and go to Team Page”.
Captain Store
Within the “Captain Store”, you can view items that are available for purchase exclusively for team captains (such as tents, services, and other items).Back on the team page, all corporate team store purchases can be viewed by clicking on the links at the bottom of the page.
Team Members
You can view a brief team member summary, which includes a ratio of the number of employee members to the number of total members, as well as the number of free entries used.
The “Join” button will take you to the registration page for that corporate team.
If you click on the button for “View Members”, you can do a search of all of the members that make up that team.By clicking “Remove”, you can remove any members that do not belong on that team.And the “Download All as CSV” link will allow you to download the full list of members on that team as a CSV.
On the “View Members” page you can also “Manage Group/Teams"
Lastly on the “View Members” page, previously registered members can be added to your team by clicking on the button for “Add a Team Member”. A pop-up will appear where you can search for the registrant by first name, last name, or email.After clicking “Add”, filling out their team joining information, and hitting “Add Member”.You will then see that their name has been added to the list of members on this team.
Setting the Logo
On to the team page, you can upload a team logo by clicking “Change Logo”, choosing the correct file, and clicking “Upload Logo”.
Payment Summary
A “Payment Summary” is available to you, and you are given the option to “View Invoices and Payments”.For more information on viewing invoices and payments, please refer to the section titled “How to View Invoices and Payments for Captains”.
Corporate Team Store Purchases
Listed separately from the invoices and payments are the corporate team store purchase orders.On the team page, these can be viewed by clicking on the links in the section for “Corporate Team Store Purchases”.
Adding Captains
To input additional captains for a team, make sure that the user you would like to make a captain has previously set up an account on RunSignup, and enter in the email address that they created their account under in the box provided.
If you click on the button for “Show Changes”, you will be able to see a summary of all the team captain changes pertaining to that team.
Questions Responses
If there were any questions set up for you to answer while creating a corporate team, you can view the responses to them in the section labeled “Question Responses”.
Note: This section will not show up if your team did not answer any registration questions.