Organizational Admin Management
Managing my organization in Ankored
- How to add another Admin to my account?Learn how to add an Admin to your account and get an overview of the Admin permissions
- How to Approve and Reset Uploaded RequirementsLearn how to review, approve, reset and disqualify manually uploaded requirements
- Sign-Up PagesHow admins create a sign-up page in Ankored, share the link, and manage who registers through it.
User Management
Add, edit, and manage the people in your organization. Learn how to invite new users, bulk upload members, update profiles, deactivate users, and troubleshoot common access issues.
- Member Status Guide for Ankored AdministratorsThis guide helps understand member statuses, profile statuses, and requirement statuses in Ankored. This article will be helpful for all permissions above individual.
- Why aren't my invites being sent out?Learn why a member shows an "Invite Not Sent" status and how to trigger their invitation email.
- How to Update a Member's Email AddressLearn how admins can update a member's email address from the member profile (for accounts without an integration).
- How to Remove a MemberAs a Admin, you may need to remove users from your Ankored account, this article explains how to remove users and what happens when you do.
- How to Move Members Between ProgramsHow to move members between programs and roles using the Move Member feature, individually or in bulk.
- How to Bulk Add MembersAdd members in bulk by uploading a CSV file. Use the Regular User Template for members 18 or older and the Child User Template for minors under 18.
- How to Reset a Disqualified Member to IncompleteLearn how to use the Reset to Incomplete action to restore access for members who are Disqualified or Qualifications Not Met.
- Invitation links now expireHow long Ankored invitation links last, what your members see when a link expires, and how to send them a new one.
Roles & Groups
Organize your members and control what they can access. Learn how to create and assign roles (with specific permissions), set up groups to categorize users, and move members between groups as needed.
Requirements Management
Assign, track, and manage compliance requirements for your members. Learn how to create custom requirements, set expiration rules, approve or reject uploads, and monitor completion status across your organization.
- Admin-Only RequirementsLearn how to restrict requirement completion to admins — ideal for CORI/SORI clearances, PA Clearances, in-person clinics, and any step where self-attestation isn't appropriate.
- Requirement Sequencing: Setting Requirement Order and Requiring Completion in OrderHow to set the order of your requirements, and how to require members to complete them in that order, for example so a cleared background check comes before everything else.
- LiveScan fingerprinting: reviewing and recording results (for admins)What the Incomplete, Pending, and Approved or Rejected LiveScan statuses mean, and how admins record results in Ankored.
- Ankored Training Courses You Can Assign to Your CoachesThe youth sports training courses available in Ankored's course library, what each one covers, and how to assign them to your coaches.
Billing & Invoices
Manage payments and view billing history for your organization. Learn how to access invoices, understand charges, update payment methods, and resolve billing questions.