Portal Admin Guide

This guide covers administrative tasks for managing the Trip Portal, including generating access links, managing player access, and setting up side games.

Overview

As a trip organizer, you have full control over:

• Portal access - Generate, share, and revoke player access links
• Side games - Create and configure skins, Nassau, and other betting games
• Settlement tracking - View and manage payment settlements between players

Access these features from the Trip Dashboard under the Players and Competitions tabs.

Generating Portal Links

Portal links allow trip participants to access the Scoring Portal without creating a SyncedGolf account.

Single Player Link Generation

To generate a link for one player:

1. Go to your Trip Dashboard
2. Navigate to the Players tab
3. Find the player in the list
4. Click the Actions menu (three dots)
5. Select Generate Portal Link
6. Configure expiration (default: trip end date + 7 days)
7. Click Generate
8. Copy the link or share directly

The link appears in a modal with options to:

• Copy to clipboard
• Send via email
• Generate QR code
• View link details

Bulk Generation for All Players

To generate links for all trip participants at once:

1. Go to Trip Dashboard > Players tab
2. Click Bulk Actions button
3. Select Generate Portal Links for All
4. Set expiration date for all links
5. Click Generate All
6. View summary of generated links

After bulk generation, you can:

• Download CSV with all links
• Send bulk email invitations
• Print QR code sheets for distribution

Email template: The bulk email includes:

• Trip name and dates
• Personalized portal link
• Quick start instructions
• Organizer contact info

QR Code Sharing

QR codes make it easy to share links in person:

1. Generate a portal link (single or bulk)
2. Click QR Code button
3. Display the QR code on your phone
4. Player scans with their camera
5. Link opens in their browser

QR code uses:

• Handing out access at the first tee
• Printing on trip itineraries
• Displaying on clubhouse screens
• Including in welcome packets

Link Expiration Settings

Configure when access links expire:

Expiration recommendations:

• Short trips (1-3 days): Trip end + 3 days
• Week-long trips: Trip end + 7 days
• Ongoing groups: Consider account-based access instead

Managing Access

Monitor and control who has portal access.

Viewing Active Links

To see all active portal links:

1. Go to Trip Dashboard > Players tab
2. Click Portal Access filter
3. View list showing:
   • Player name
   • Link status (Active/Expired/Revoked)
   • Creation date
   • Expiration date
   • Last accessed

Status indicators:

• Green = Active and usable
• Yellow = Expiring within 24 hours
• Red = Expired or revoked

Revoking Access

To immediately revoke a player’s portal access:

1. Find the player in the list
2. Click Actions menu
3. Select Revoke Portal Access
4. Confirm revocation

Once revoked:

• The link stops working immediately
• Player sees “Access Revoked” message
• Player must request a new link
• Existing offline data on their device remains

When to revoke:

• Player should no longer participate
• Security concern with shared link
• Player requests link reset
• Cleaning up after trip completion

Regenerating Expired Links

To issue a new link for a player:

1. Find the player in the list
2. Click Actions menu
3. Select Regenerate Link
4. Set new expiration
5. Click Generate

The old link (if not already expired) is automatically revoked.

Regeneration scenarios:

• Original link expired
• Player lost their link
• Player got a new phone
• Link was accidentally shared

Side Games Setup

Trip organizers can create side games that all players participate in.

Creating Trip-Wide Skins Games

Skins games where every player competes:

1. Go to Trip Dashboard > Competitions tab
2. Click Add Side Game > Skins
3. Configure settings:

4. Click Create Skins Game

Per-round vs. trip-wide:

• Per-round: Create separate skins for each round
• Trip-wide: Accumulate across all rounds (coming soon)

Setting Up Nassau Bets

Nassau is a three-part match play bet:

1. Go to Competitions tab
2. Click Add Side Game > Nassau
3. Configure settings:

4. Click Create Nassau

Nassau structure:

• Front 9: Match play holes 1-9
• Back 9: Match play holes 10-18
• Overall: Match play all 18 holes
• Presses: Additional bets when down by threshold

Configuring Payout Structures

Customize how winnings are distributed:

Skins payout options:

Nassau payout options:

Configuring payouts:

1. Edit the side game
2. Scroll to Payout Settings
3. Select payout structure
4. Set values
5. Save changes

Settlement Management

Track and manage payments between players.

Viewing Settlement Reports

To view who owes whom:

1. Go to Trip Dashboard > Expenses tab
2. Click Settlement Report
3. View the calculated settlements

The report shows:

• Net balance for each player
• Minimized transaction list
• Breakdown by game type
• Total amounts at stake

Marking Payments Complete

When a player pays their debt:

1. Find the settlement in the list
2. Click Mark as Paid
3. Confirm the payment
4. Settlement status updates

Payment statuses:

• Pending - Payment not yet made
• Paid - Both parties confirmed
• Disputed - One party contests

Handling Disputes

If players disagree about amounts:

1. Review the score data for accuracy
2. Check for sync conflicts in logs
3. Make manual score corrections if needed
4. Recalculate settlements
5. Communicate resolution to players

Common dispute causes:

• Score entry errors
• Sync conflicts not resolved
• Misunderstanding of rules
• Handicap calculation disagreements

Best Practices

Before the Trip

• Generate and distribute portal links 1-2 days early
• Have players test access before arriving
• Print backup QR codes for the first tee
• Create skins/Nassau games in advance
• Verify handicaps are entered correctly

During the Trip

• Monitor portal access in case links need regeneration
• Check for sync conflicts after each round
• Remind players to verify scores synced
• Update side games as rounds complete
• Review settlement preview daily

After the Trip

• Finalize all scores
• Calculate final settlements
• Send settlement report to all players
• Allow 1-2 weeks for payments
• Revoke portal access after settling

Troubleshooting

Player can’t access portal

1. Verify link hasn’t expired
2. Check link wasn’t revoked
3. Ensure player is using correct URL
4. Try regenerating the link
5. Have them clear browser cache

Scores not showing on leaderboard

1. Check player’s connection status
2. Verify they saved (not just entered)
3. Look for sync errors in dashboard
4. Have them re-enter if necessary
5. Check for duplicate scorecards

Side game calculations seem wrong

1. Verify scoring type (gross vs. net)
2. Check handicap allocations
3. Review hole-by-hole breakdown
4. Look for missing scores
5. Recalculate after scores are complete

Related Documentation

• Scoring Portal Guide - Player-facing usage guide
• Scoring Portal FAQ - Common questions
• Trip Portal Overview - Feature summary
• Trip Expense Tracking - Managing trip expenses