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How to manage Teams

Add and manage the real competing teams used when you build your schedule.

New Horizon Experience. This article describes the New Horizon Experience. In the Horizon WebRef mobile apps for Android and iOS, New Horizon is already what you see. On a computer or laptop, choose Try the New Horizon Experience from the banner or your account menu. You can switch back from that menu any time.

This article covers Teams in HorizonWebRef - the organization administration page where you create and maintain the teams that appear on schedules, standings, and assignments.

It is for organization administrators with team-management access. Use it when you need to add a team, update team details, or deactivate a team that should no longer be scheduled. Coaches requesting affiliation changes use a different workflow.

Both layouts are in use right now. In the Horizon WebRef mobile apps for Android and iOS you see the New Horizon Experience. On a computer or laptop, the older legacy layout stays until you choose Try the New Horizon Experience from the banner or your account menu. Match the steps to the screen in front of you. When a control or rule exists on only one layout, this article says so. The steps below start with the New Horizon Experience in the apps, then cover that older desktop or laptop layout.

Watch the walkthrough, then use the steps below. The video shows the New Horizon Experience. On a computer or laptop you may still see the older layout described at the end of this article.


Turn Teams on

Teams are optional. Organization administrators turn them on or off in System Settings with Feature #10 (Use Teams, or your organization's word for teams). Most organizations leave this on. When Feature #10 is off, Teams is not used when you build the schedule.

Schedulers, assignors, and organization administrators can add and edit teams. Coaches, athletic directors, League Personnel, and location personnel cannot add teams themselves. They need an administrator who has team access to add the team or turn Feature #10 on.


Add a team

Open Teams from the organization administration area. Select Add, enter a clear team name, and save. An abbreviation is optional. Use one when you want a short identifier that saves space.

Teams on a phone. The green Add button is circled. A searchable list of competing teams fills the page.

On a computer, the same screen uses the wider layout.

Teams on a computer. The green Add button is circled. A searchable list of competing teams fills the page.

Each team record should be one competing team with its own coaches and players, not the whole school or organization. Use a structured name when several teams share one school or club, such as:

  • Tigers - Varsity

  • Tigers - JV

  • Tigers - U10 Boys

  • Tigers - U10 Girls

  • Tigers - U12 Boys

  • Tigers - U12 Girls

  • Lions - Girls Team A

  • Lions - Boys Team B

  • Sharks - PeeWee A

  • Eagles - 12U

When your organization uses home and away scheduling, turn on Usable as home team, Usable as away team, or both. At least one must be on to add the team. Both on means the team can appear in either role when someone enters a game. Turn one off when that team should not be offered as home or as away. Choose the locations the team uses when it is the home team so schedulers only see valid combinations. Coaches and other team personnel cannot change those home and away settings.


Team contacts

Open a team and use the Contacts section. The Members tab is the preferred place to manage coaches and athletic directors: it lists directory users already linked to the team.

Use Add to either create a new Coach or Athletic Director with this team selected, or link an existing directory Coach or Athletic Director so this team is added to their current team list.

Selecting a member opens that user's permissions so you can update their role or team links. After you save or link, the Members list refreshes while the team editor stays open.

The Simple contact tab keeps an optional free-text name and phone on the team record for older workflows. Prefer Members Directory contacts when you can. Website is no longer edited on the team.

When you are adding a new team, save it first before directory members can be linked.


Find and manage teams

Use search to find a team by name. Matching results appear with checkboxes. Scrolling loads more results automatically.

Open any team to edit it. Deactivate a team when it should no longer be selected for new games. Deactivated teams stay in your records and can be restored by adding a team again with the same name.

For several teams at once, select them from the list or from search results, or use Select all matching for every active team whose name contains your search text. Then use the bulk action bar. Bulk deactivation requires a typed confirmation such as DELETE 12 TEAMS.


Utilities

The Utilities menu includes export, import, and team block settings when your organization uses them. Export a spreadsheet before a major update when you want a reference copy. To add or update many team names from a file, open Utilities and choose Import teams. See how to import teams from a spreadsheet. Organizations that use Sports Engine can follow the Sports Engine setup article for that kind of team import.


Helpful reminders

Each team record should be one competing team, not the whole school or organization. Names managed by a connected integration may be locked. Home and away settings control which teams appear when you enter games.


If you still see the older legacy desktop or laptop layout

On a computer or laptop, open Administrative Forms, go to Assignor Forms, and choose Add/Edit/Remove Teams. That link appears only when Use Teams (Feature #10) is on in System Settings. Your organization may use another word for Teams.

The page uses a New Teams form beside a scrollable list. Fill in the team name, optional abbreviation, and home and away checkboxes, then choose Add Team. Optional Contact Name and Contact Phone Number sit on the form. For coaches and athletic directors, use the Members Directory as the note on the page describes.

Edit a team from the pencil icon in the list, or select several rows and use Delete Selections to deactivate them. Export, Import Teams, and team blocks are in the icon menu at the top, not under a Utilities menu.

The Contacts tabs, name search, and Select all matching bulk bar belong to the New Horizon Experience in the apps. Feature #10, one record per competing team, and home and away usability are the same on both layouts. Coaches, athletic directors, and League Personnel cannot add teams themselves on either layout.

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