Rally!
Team Onboarding

Add Your Team &Manage Permissions

Get your entire team up and running with Rally Tiles. From secure approval workflows to role-based permissions, we make team management simple and secure.

Secure
Approval Required
3 Roles
Permission Levels
24-48h
Approval Time

Team Roles & Permissions

Rally Tiles uses role-based access control to ensure team members have the right level of access for their responsibilities.

Organization Owner

Level 3

Full control over the entire organization

Typically assigned to: School administrators, athletic directors, organization leaders

Permissions:

Create and manage all campaigns
Add/remove team members and admins
Access all financial data and exports
Configure organization settings
Approve new user requests
Manage billing and subscriptions

Team Admin

Level 2

Manage specific teams and their campaigns

Typically assigned to: Coaches, team managers, parent coordinators

Permissions:

Create campaigns for their team
Manage team member roster
View team financial data
Export team reports
Moderate team communications
Process offline donations

Player

Level 1

Limited access to view their own information

Typically assigned to: Student athletes, performers, team members

Permissions:

View their personal campaign progress
See their donation history
Update their profile information
Share their personal campaign link
View team-wide campaign progress
Access basic analytics

Onboarding Process

Step-by-step guide to adding team members and setting up your organization structure.

1

Choose Organization Path

Decide whether to create a new organization or join an existing one

Process Details

  • 1
    New Organization: You become the organization owner with full control
  • 2
    Join Existing: Submit a request that requires approval from current owners
  • 3
    Contact information is required for both paths
  • 4
    Email verification ensures account security

Pro Tips

  • Use your official organization email address
  • Choose 'New Organization' if you're the first from your school/team
  • Check with colleagues to avoid duplicate organizations
2

Approval Process (Join Existing)

Understand the secure approval workflow for joining organizations

Process Details

  • 1
    Submit join request with your role and reason
  • 2
    Organization owners receive immediate email notification
  • 3
    Wait for approval (typically within 24-48 hours)
  • 4
    Receive confirmation email when approved

Pro Tips

  • Include your title/role in the request message
  • Mention who referred you or expects your join request
  • Be patient - owners may need to verify your identity
3

Team Setup & Roles

Configure teams and assign appropriate roles to members

Process Details

  • 1
    Create teams within your organization
  • 2
    Add players/members with basic information
  • 3
    Assign admin roles to coaches and managers
  • 4
    Set up player profiles for per-player campaigns

Pro Tips

  • Start with team admins before adding all players
  • Use consistent naming conventions for all teams
  • Players can be added in bulk via CSV import
4

Permissions & Access

Fine-tune who can see and do what within your organization

Process Details

  • 1
    Review role assignments for all team members
  • 2
    Configure campaign visibility settings
  • 3
    Set up notification preferences
  • 4
    Test access levels with team members

Pro Tips

  • Grant minimum necessary permissions initially
  • You can always upgrade permissions later
  • Regular permission audits maintain security

Approval Workflow

Understanding the secure approval process for joining existing organizations.

1

Request Submitted

User submits request to join organization

Immediate
Form completed
Email verification sent
Admin notification sent
2

Pending Review

Organization owners review the request

24-48 hours
Owner receives email
Request appears in admin dashboard
Identity verification
3

Decision Made

Request approved or denied by organization owner

Varies
Approval/denial notification
Role assignment
Access granted
4

Access Granted

New team member gains access to appropriate features

Immediate
Dashboard access
Team visibility
Permission activation

Team Management Best Practices

Keep your team organized and secure with these proven strategies.

Regular Permission Audits

Review team member roles quarterly to ensure appropriate access levels.

  • Remove inactive members
  • Update roles as responsibilities change
  • Monitor admin activity logs

Streamlined Onboarding

Create a consistent process for adding new team members efficiently.

  • Prepare role descriptions
  • Set expectations early
  • Provide training resources

Clear Communication

Ensure everyone understands their role and responsibilities within the platform.

  • Document procedures
  • Hold training sessions
  • Create quick reference guides

Monitor Team Activity

Keep track of who's doing what to maintain accountability and security.

  • Review campaign changes
  • Check export activity
  • Monitor login patterns

Organize by Structure

Mirror your real-world organizational structure in Rally Tiles for clarity.

  • Match school departments
  • Reflect coaching hierarchy
  • Group by responsibility

Secure Account Practices

Promote good security habits among all team members.

  • Require strong passwords
  • Use official email addresses
  • Report suspicious activity

Ready to Build Your Team?

Start building your Rally Tiles organization with proper roles and permissions from day one.

Join or Create OrganizationCampaign Setup Guide
Questions about team management? Contact our support team for personalized guidance.