25 STEPS
1. This tutorial shows how to make a Payor Modification Request.
A Payor Modification Request is made when an existing payor needs to either be added for the first time, or change, for the match roles within the schedules of your Competition.
2. Before making a Payor Modification Request, ensure the Payor exists within the system.
See the tutorial on Request a New Payor if a new payor has not yet been added to the system.
3. Only a small number of people can modify a Payor within an account.
Assignors must make a Payor Modification Request to modify a Payor.
Only Full-access admins and Payor Admins within an account can fulfill these requests.
4. To make a Payor Modification Request, click Competitions.
5. For this example, we will use the Payor test Competition.
Click the magnifying glass next to the Competition.
6. Click Payors
7. A list of Schedules will display, along with any current payors and game fees for each match role.
In this example, there is no payor listed yet.
Click Payor Modification Requests to continue.
8. Select and shuttle the roles from the left side to the right side. For this example, we will select all the roles by clicking on the double-arrow in the middle of the shuttle.
9. Different payors can be selected for different roles in other scenarios. For example, one payor may be used for the Referee and ARs, and another payor used for the 4th official. Or one payor for the on-field crew and another for a Referee Mentor.
10. Once the roles have been selected, click Payor to expand the dropdown list and see existing Payors in the system.
11. In this example, we will choose Acme FC.
12. If the Payor you are looking to use does not appear in the dropdown list, click Request New Payor and fill in the form. Once the new Payor has been requested, it will appear in the list on this page.
13. Add any additional Details needed for your Payor admin to take note of.
14. To see the current payor settings for this Competition and all the schedules and match roles within it, click the arrow next to the Current Payor Settings section.
15. If you have multiple schedules in your Competition, using Schedule as a control break may be helpful here.
Use the interactive menu to set control breaks on any of the columns for different views of the information contained here.
16. Click Submit Request when finished.
17. Once the Payor Modification request has been fulfilled by a full-access admin or Payor Admin, it will be displayed in both Competition and Schedule areas.
18. Within a Competition, click Payors to see the Payor Admin has added Acme FC to all match roles as per our previous request.
19. Within a Schedule, click Payment to see the Payor Admin has added Acme FC to all match roles as per our previous request.
20. To see the status of existing Payor Modification Requests, click the Payor Modification Request button.
21. Click the arrow next to Existing Requests to expand this section.
22. Note this request is now in COMPLETED status.
23. Click the cancel button to return to the previous page.
24. Click the cancel button to go from the Schedule back to the Competition.
25. Thank you for watching the tutorial on making a Payor Modification Request.
