How do I review and edit my account database?

Reviewing and Editing Your Account DataBase

After your teams member dB has successfully been imported into the TeamUnify Team Management Platform, please take time to go through the imported records to make sure that the data has been accurately imported, as well, familiarize yourself with the Member Management System.

  1. Sign In
  2. Click on Account/Member Admin Link on the left menu system
  3. You will see 3 tabs. The first is Accounts and always opens to this view when you click on the Account/Member Admin link and the second is called Members and is right next to the Account tabs. The third tab is USA Swimming Registration
  • In the Accounts view you can perform multiple tasks:
    • Click on Display All [This will show all accounts]
  • You can search for individuals by inputting the last name of the account/family in the Last Name field and then clicking on the Search button. Also, the system employs “fuzzy” search that means you can type in partial last names. For example; “smi” will find smith or other combination’s of this spelling which could also include smitz.
  • Search on the status of the account in Account Status field. Depending on what records were included in the import, there will be Active and Canceled records. Simply select one from the pull-down list and then click on the Search button. Your search results will be displayed below.
  • Search on Admin Type. Click on the pull-down and select one of the 4 levels of access you can grant to account in the system and then click on the Search button. Click on the Question Mark for a detailed description of each of the 4 levels.
  • Search by email address. If you know the email address, you can input this in the the Email field and click on the Search button. You can even input partial email addresses into and search for this as well.
  • TIP: If you want to find out how many of your accounts have no email addresses, simply input into the Email field and then select Active from Account Status pull-down list and then click on the Search button. The resulting records [if any] are those that do not have active email addresses. You will see will see address which is input by TeamUnify when there is no email record.
  • TIP: You can combine search filters to get the required results. However, remember to clear the search attributes for each different search as the system remembers. Also, after you have performed a search you and leave the Account/Member Admin view to another part of the TeamUnify system and then come back to the Account/Member Admin view, the system remembers your last search.
  • The other view is the Member tab view where you can perform similar tasks just as you can in the Account View. The primary difference in this view is the ability to print rosters and attendance worksheets.
When you are looking to print reports, please be sure to click the appropriate check box’s to the left of each name for the searches that you perform. Without a selection of one or more names the report creation process will fail. You can also select all of the names in the list by clicking the upper most check box. TIP: Give your coaches Email/Print/Calendar admin access and they can Sign In and access this part of the system to view/print rosters and attendance worksheets. As well, they can edit the calendars as needed for workout times, events, etc.

See Also
Deployment Tutorials


  1. Membership: Add a Coach or Director to the Coaches Page
  2. Membership: Add email addresses to Accounts and Members
  3. Membership: Can't add account because email already exists
  4. Membership: Add an Account
  5. Membership: Add or Edit a Member
  6. Membership: Delete Member/Athlete/Swimmer
  7. Printing an Attendance Report
  8. What do I do if I forgot my password?
  9. Members Cannot be Under More Than One Account
  10. Membership: Cancelled/Hidden vs Suspended vs Waiting for Approval status
  11. Membership: Can an admin verify an email address or SMS number?
  12. Can I age up all of my athletes?
  13. Can I Create a New Account Without a Valid Address?
  14. SwimOffice - USA Registration Reconciliation Report to check USA#
  15. Can I merge Accounts? Dealing with duplicate accounts/members
  16. Can members search for other members and rosters?
  17. Membership: Divorced parents account - How to handle in SwimOffice
  18. Membership: Find account name from account number
  19. Membership: Reset password / email password/login email
  20. Membership: Member and coach photo size guidelines
  21. How Can I Tell Who Has A Verified Email Address?
  22. How do I add a photo to a profile?
  23. Membership: Build ID Card # / Member/athlete/swimmer ID #
  24. Membership: Reset t-shirt sizes to blank
  25. Change my password
  26. Filter by Gender - Member Tab
  27. Deleting a Coach or Board Member from the Coaches Tab
  28. Delete a Roster Group
  29. How do I edit an existing account?
  30. How do I export members from TeamUnify for import into Team Manager?
  31. Accounts/Members: Export roster / members for import into Team Manager
  32. Move an athlete/member from under one account to the other
  33. Accounts/Members: Export a roster to import into Meet Manager
  34. Print Athlete Roster or Member Directory
  35. Printing Rosters
  36. How do I print or produce a report with account information or member information?
  37. How do I review and edit my account database?
  38. How do I set an inactive date for a member to show when they will be leaving?
  39. How do I set an unattached code?
  40. Membership: Upload/import member database for those without Team Manager
  41. Membership: Verify my email address
  42. Does Reactivating / turning on an account change the password?
  43. If I change the status of an account to something other than active will they be able to login?
  44. Membership: Account notes that only Super Users can see
  45. Membership: Member notes that only Super Users can see
  46. Member Search: How do I opt out / in?
  47. Member login and password isn't working
  48. Preferred name in athlete member profile - Overview of uses
  49. Account and Member Status definitions
  50. Membership: User Admin type access level definitions
  51. Membership: Number of email addresses and SMS numbers allowed
  52. Sent password email and account didn't receive it
  53. What if I don't have the required email or address field for an account?
  54. Why can't I enter my email address in for a new account?
  55. Why is my swimmer not showing the event?
  56. Edit Attendance or Workout report on the Website / SwimOffice - Sync back to OnDeck
  57. Membership: Add and verify a cell number for SMS/texting
  58. Coach's Page - Hiding the Board of Directors
  59. Print mailing labels
  60. No Contact Email Assigned error
  61. Add a custom user defined field in Account/Member Admin or in Registration
  62. Shortcut Keys
  63. Membership: Save and customize filters, columns and views
  64. Making a view the default using filters
  65. Doing a multi account or member edit
  66. Adding a new member
  67. Sorting options / Alphabetical Sort
  68. Contact Us Button - Marketing Best Practice
  69. Make bulk changes on accounts & members and billing & roster groups
  70. Team Club Code is being used by another team error
  71. Membership: Use filters to display specific lists of accounts/members
  72. Membership: Multi-Edit account or member fields
  73. Membership: Customize t-shirt sizes
  74. Membership/Registration: Export t-shirt sizes
  75. Delete and Undelete Accounts and Members
  76. Adding or Editing a Roster Group, Location, Sub Billing or Billing Group
  77. Membership: Save a custom search - Saved Views
  78. Custom report print or Excel - Member/Athlete or Account report of data
  79. Set an athlete as Not USA Registered
  80. Understanding What you Are Filtering On
  81. My columns don't show in account member admin
  82. Email the Password to one, many or multiple Accounts
  83. Searching in Account Member Admin
  84. Membership: Workout / Attendance Report
  85. Membership: Add a Roster Group
  86. Accounts/Members: Export accounts/members roster to Excel spreadsheet
  87. Manually reset password for account
  88. Membership: Determine accounts with ONLY inactive members
  89. Membership: Duplicate email / email already exists / can't add account
  90. YMCA Membership: Remove coach so they stop receiving emails
  91. Membership: View MainSet videos
  92. Membership: Exclude accounts from meet financial requirements
  93. Membership: View individual athlete meet results, best times
  94. Membership UK: DBS Check Date field
  95. Membership: Hide Member from search in Members tab
  96. Membership: Determine account's most recent/last log in
  97. Membership: Find out who was in which Roster Groups/Squads in the past
  98. UK Workforce training certifications introduction
  99. UK Workforce: Add/designate Workforce Admins
  100. UK Workforce: Set/designate Workforce members
  101. UK Workforce: Add/edit member roles, courses and certificates
  102. UK Workforce: Filters - Check certifications and expiry dates
  103. USA Swimming racing start certifications

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