Owners and admins
18 articles in 12 topics.
Getting started
Data import
Team and permissions
- Invite a staff member and choose their roleSend a one-time invite link to a coach, admin, operations or finance team member and track pending invites.
- Change a staff member’s role or create a custom roleChange which roles a team member holds, add one-off permission overrides, or build a custom role with only the permissions you choose.
Security
- Set up two-factor sign-in or a passkey on your accountProtect your own account with codes from an authenticator app, or sign in with a passkey such as Face ID, Touch ID or Windows Hello.
- Require two-factor sign-in for everyone in your academyTurn on the academy policy so every member must set up an authenticator app before they can use the academy.
- See who changed what in the audit logThe audit log records changes made in your academy: who did what, and when. You can filter it, search it in plain English and export it as a CSV file.
Payments
Messaging
Mobile
Running the academy
- Read your academy dashboard (Command Center)The Command Center is the owner view of the dashboard. It shows headline numbers for a period you choose, a chart for the one you select, and cards for the day’s to-do list, sessions, at-risk students, payments and lead funnel.
- View analytics and export a reportThe Analytics page shows a snapshot of the academy and tabs for funnel, revenue, retention, attendance, coaches and more. From the Overview tab you can export the trend data as a CSV or PDF file.
Governance
Billing
- Check your ChessCore plan and change itThe Billing section of Settings shows your ChessCore plan, seats and how much of the plan you are using. Upgrades go through secure checkout. Downgrades and seat changes are requested from the ChessCore team by email.
- Send fee reminders for unpaid invoicesChessCore can email guardians a set of reminders around an invoice’s due date. The feature is off until you turn it on. You can also send a reminder by hand for one invoice or several.
Families
Privacy and compliance
- Handle a family’s privacy request: data export or erasureWhen a guardian asks for a copy of their family’s data, a correction, erasure or another privacy right, record it under Settings, Compliance. Verify their identity, then approve, complete or deny the request. Every step is kept as evidence.
- Record consent and review consent recordsRecord or withdraw a guardian’s consent on the student’s Consent tab. The owner can also see every consent in the academy, publish privacy notices and set up the purpose catalog under Settings, Compliance.
Other guides
Support
Still need help?
Email support is part of every plan. Write to us with your academy name and what you were trying to do.
Questions about privacy or student data: read Security and data handling and the privacy notice.
