Setting up members, teams, and submitting them to a league with iTeamMate This document contains detailed instructions for setting up your members and teams, and then submitting your team(s) to a league with iTeamMate. The instructions should be simple to follow, and once you get used to the system you should easily be able to do quick updates of your membership information and ensure that your team is up to date with the league. The process follows this order: Confirming your registration and logging into iTeamMate Changing your password Logging into iTeamMate Setting up your team(s) Adding members to your club Updating member details (address, telephone, mobile, email and date of birth) Updating member photographs Updating member identification details (passport or birth certificate) Setting up your team members Amending your team Submitting your team to a league Checking your team approval status Before you begin adding your members and teams into the iTeamMate system it’s good practice to make sure you have all the details for your members, including pdf scans of identification documents and jpg photographs available (if required). You will need to add both playing members AND team coaches/managers to the system. The team coaches/managers will need to have an account of their own which will have administrator rights to manage club members in team(s). You can add as many members as you like into one or more teams. Please note: people can have more than one account in iTeamMate. This is allowed so that, for example, parents can access their children's information, and also a person may be a member of different clubs such as cricket and football. Multiple accounts can be managed by using the same email address but having a different password for each account. iTeamMate accesses the internet to store and retrieve information. If you use a mobile device (smartphone, 3G tablet, etc.) to access iTeamMate , or any related application, please understand that you may incur data charges for this access, and that iTeamMate (or any associated company) will not be liable for any charges that you may incur. You must make arrangements directly with your club, or governing organisation, to arrange any re-imbursement of costs. Confirming your registration and logging into iTeamMate You should receive an iTeamMate registration confirmation email from your club. Click the confirmation link in the email, or copy and paste it into your web browser. If your account is setup correctly, you should be automatically logged into iTeamMate and taken directly to your main home screen. Changing your password The first thing you should do is change your password to something that you will easily remember. Select “Your Details” from the bottom of the home screen. On the next screen, choose the “Change Your Password” option. Enter your current password (supplied in the registration email). Enter your new chosen password which should be at least 8 characters long. Re-type your new password. Select the SAVE button. Your new password will be saved and a confirmation message will be sent to your registered email address. Logging in. To login to iTeamMate in the future you should open your web browser and go to www.iteammate.com/control Alternatively, you can go to the main www.iteammate.com home screen. In the top right hand corner of the screen enter your email address and password. Use the “Forgotten your password?” link to reclaim your login details. Setting up your team(s) (ADMINISTRATORS ONLY) From the main iTeamMate control screen choose “Add New Team/Group” Enter the name of your team. If your team has an age or gender requirement then remember to include the details in the team name. Enter an optional description for your team. This is for your own records. If you are entering your team into a league then choose the relevant league from the drop down list otherwise the league will not be able to access your team for verification. Enter your teams colours, strip details (optional). Select the “Add Team/Group” button. Adding your members (ADMINISTRATORS ONLY) From the main iTeamMate control screen choose “Add New Member” You should use this screen to create accounts for all your club members including players, coaches, managers or any other members who will need access to your membership information. Enter the first and last name of your new member. The last name will be checked against your existing registered members for duplicates. Enter your members email address and mobile phone number. If you do NOT want your member to receive a confirmation email (so they can check their details) then uncheck the tick box. Your member will not be able to make any changes to their details unless they have administrator access. You can add the new member to an existing team at this time by choosing the relevant team from the drop down list. You should only use this option for players. Team coaches or managers will need to be added to the teams from a different screen. Select the “Add Member” button. If you would like other members of your club to add members and set up teams etc. then you will need to change the member access levels. That is covered shortly. Updating your members details (ADMINISTRATORS ONLY) Once you have added a new member you will be taken directly to their personal details screen. You should use this screen to update any of your members details. Use the “Edit Personal Details” button to amend information such as name, mobile, telephone, address and date of birth. Use the “Update Photograph” button to upload your members picture. Use the “Update Identification Details” button to upload a copy of your members identification document. Use the “Member Access Levels” option to change access levels for the selected member. Updating your member details (ADMINISTRATORS ONLY) Choose the “Edit Personal Details” button. Update the members contact and address details. If your team has an age requirement then you should enter the members date of birth. Don’t forget to select the SAVE button. Updating your members photographs (ADMINISTRATORS ONLY) From the members details screen choose the “Update Photograph” button. There is more than one way to update a members photograph: 1. From your PC. You should select the “Choose File” button. Browse to a jpg or png image from your local computer or network. The image should be smaller than 5MB. Choose the “Update Photograph” button. Your image will be uploaded and resized. 2. From a tablet or smartphone you can take a picture and instantly upload it. Please make sure you are on a broadband internet connection otherwise mobile data costs will be incurred! Selecting the “Choose File” button from a smartphone or tablet should allow you to access the camera facility on the device. There are so many different phones and tablets available that we can’t provide specific instructions for each device, but in theory once you have selected the “choose file” button you should be able to take a photograph and then choose the “Upload Photograph” button. The image will be uploaded and resized for iTeamMate. The photograph will be uploaded and the date recorded. You may need to experiment with the orientation of your smartphone/tablet to make sure the images upload the correct way up! Updating your members identification details (ADMINISTRATORS ONLY) From the members details screen choose the “Update Identification Details” button. Preferably, you should have scanned your members identification document and saved it as a pdf. Select the “Choose File” button and browse to the file located on your PC. Select the identification type from the drop down options. Choose the upload button. The file will be uploaded to iTeamMate and the date recorded. You can view the uploaded file from the members details screen. Updating your members access levels (ADMINISTRATORS ONLY) From the members details screen choose the “Member Access Levels” button. Ticking the MEMBERSHIP box will allow the selected member to add new members and teams. Select the “UPDATE MEMBER ACCESS LEVELS” option to save the changes. Checking your members details (ADMINISTRATORS ONLY) You can see a full list of all your members at any time by going to the home screen and selecting the “Manage All Existing Members” option. The icons next to the members names indicate the status of the member within your club and are not related to the members approved status in a team. The timer icon indicates that an email has been sent to the member asking them to check their personal details. The timer indicate they have not yet checked the email. The red circle means the member account has been checked but the basic identification information is missing. The yellow icon means that some identification information has been added but the account is not complete. The green icon indicates that all the information has been added. Setting up your team members (ADMINISTRATORS AND MANAGERS) Make sure you have already added your team manager into your club as a member. From the home screen select “Manage Existing Teams/ Groups”. Select the team that you would like to setup. You will see the details of your team and a list of current members. Select the “Add Team Members” option. Setting up your teams—setting up team manager(s) Choose the team manager(s) from the list of members. Change the “Role” drop down to “Team Manager (Administrator)”. Do NOT select the “Send League Update Email” option until you have setup all your team and all the details are correct. Select “Add Team Members”. Your team will be updated. Team Managers (Administrators) will be able to add and delete members from their team(s). They will NOT be able to add a new team, edit or delete a team, or submit a team to a league. Only the users with FULL ACCESS to your account will be able to add, edit, delete and submit teams. You can check your team(s) at anytime by selecting the “View Team Members” option. If required, you should then add other members, as standard Team Members or managers (administrators) by following the above process. Amending your team Sometimes you may want to make changes to your team description and also remove members from your team. From the home screen select “Manage Existing Teams/ Groups”. Select the team that you would like to amend. You will see the details of your team and a list of current members. To delete one or more members from your team choose the “Delete Team Members” option. Select the member(s) that you would like to remove. Select “Delete Team Members”. Your team will be updated. You can use the “Edit Team Details” option to change the name and description of your team. Choosing the “Delete Team (and remove all members)” option deletes your team from the system. The members will still be listed as members in your club and can be added to other team(s). Please remember though that if your team is a member of a league then the league will no longer have access to the details. Submitting your team to a league (ADMINISTRATORS ONLY) Once you have setup your team and ensured that all the member photographs, personal details such as date of birth, and any relevant identification documents have been uploaded, then you can submit your team to the league. If you add any other members to your team in the future that need approval then you would need to follow this same process again so the league know about any new players. Select “Manage Existing Teams/Groups”. Select the team you would like to submit. Select “Submit to League” from the available options. Please note: A league can sometimes have more than one group/section. These could be age groups, or groups for different competitions, but also, there may only be one group. You should select the appropriate group for your team from the drop-down list of groups. Select the “Send League Update” option. An email will then be sent to all the administrators for your league group. Checking your team If a team member has not been approved then they will show up in your team list with a red circle next to their name. Once the league have checked your team members details, and approved the member, then the circle next to their name will change to green and they will be clear to play.
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