SwimOffice Admin - Super User or Lesson Admin - Full Access

To adjust an account in Lessons, reset password or update email/information, follow these steps.

  1. Go to Lessons Admin.
    1. Chameleon users: In the side menu click Team Admin > Lesson Admin.
    2. New CMS users: In the side menu click Classes & Lessons > Lessons Admin.
  2. Click the Acnts/Revenue tab.
  3. Search for an account and click its name (NOT the check box).
  4. Click Account tab and edit the desired information.
    • If you update an email address, then once you click Save it will send an email to that address with a link for them to click which will verify the address.
    • See the below steps if you update an SMS number. You will need to be in direct contact with the user when you do this.
    • Click Reset Password button to reset it for them.
    • Click Email Login Instructions to send those and allow them to reset their password.
    • To edit information type in the fields.
  5. Click Save.

To edit or add an SMS number for texting (continued from the above steps),

  1. Fill in the cell number in the SMS field.
  2. Pick the cell Carrier for that phone from the drop down menu.
    Enter SMS number and carrier
  3. Click Save in the upper right and it will send that number a verification text.
  4. Have the owner of that SMS number check their mobile device for a "Verify your SMS" text from notifications+alias, where alias is your team's alias, and open it. Note that some cell carriers can take awhile to deliver the message.
    SMS verification text
  5. When they tap the link they should see one of two possible messages.
    • "Success! We have validated your primary SMS." (or "secondary SMS" if that's what you were verifying)
    • "Sorry, your primary SMS has already been validated." Sometimes just opening the text will verify the number, resulting in this message.
    In either case the SMS number is verified and ready to receive texts from the team.
  6. If tapping the link doesn't work, have them tell you the four digit code number in the text message.
  7. If they get the message "Sorry, the code XXXX did not match any codes," continue.
  8. Click the Unverified button above the SMS number.
    Enter SMS verification code
  9. If they got the error in step 7 on your mobile device, click Resend Verification and go back to step 4.
  10. Enter the four digit code from their text message in the Verification Code field and click Verify.
  11. You will see Verified in green above the SMS number. You may need to close their profile and reopen it to see this.
    Verified SMS number

See Also
Generate a report showing Curriculum items
Move Athletes / Students