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Professional Management Tutorial

Rank One Pro · Last updated March 31, 2026

The Professional Management module in Rank One Pro allows administrators to manage compliance documentation and credentials for coaches and staff. With Professional Management, you can:

Tip: Only the AD (Athletic Director) user can set up compliance forms in the Professional Management module. Other users with access can view and manage documents but cannot configure the forms themselves.

Part 1: Granting Access

1 Grant Access to Professional Management

Navigate to Administration > Users and select the user you want to grant access to. In the user's permissions settings, enable access to the Professional Management module and click Save.

User permissions showing Professional Management access toggle

Granting a user access to the Professional Management module.

2 Navigate to Professional Management

Once access has been granted, navigate to the Professional Management page from the main menu. This is where you will manage all compliance forms, documents, and reports for coaches and staff.

Professional Management main page

The Professional Management main page.

Part 2: Setting Up Compliance Forms

3 Manage Forms

Click on Manage Forms to view, create, and edit the compliance forms that coaches and staff need to complete. From here you can add new forms, set due dates, and configure required fields.

Manage Forms page showing list of compliance forms

The Manage Forms page where compliance forms are configured.

4 Search for a Coach

To document compliance or upload documents for a specific coach, use the search function to find the coach by name. Select the coach from the results to open their professional profile.

Search interface for finding coaches

Searching for a coach to manage their compliance documents.

5 View Personnel Profile and Upload Documents

On the coach's personnel profile, you can view their current compliance status, complete forms on their behalf, and upload supporting documents such as certifications, background checks, and training records.

Personnel profile showing compliance status and document upload area

A coach's personnel profile with compliance tracking and document uploads.

Part 3: Reports & Coach View

6 Coach View

Coaches who have been granted access can log in and view their own compliance status from the Coach View. This allows coaches to see which forms are complete, which are pending, and to upload their own documents as needed.

7 Report Generator

Use the Report Generator to create compliance reports across your organization. You can filter by sport, compliance status, date range, and more. Reports can be exported for record-keeping or shared with administrators.

Report Generator interface with filter options

The Report Generator for creating compliance status reports.