Set up athletic team Chat Rooms from Athletics Manager

This article details how to set up athletic team Chat Rooms from Athletics Manager in Finalsite Chat, including how to create team groups in Academic Classes and how to configure dynamic filters for automatic roster syncing.

💡 Quick answers

• What are athletic team Chat Rooms? Chat Rooms built from Athletics Manager team rosters. Each team becomes a group inside Academic Classes (Groups Manager), and that group powers the Chat Room membership.
• When should the bulk upload be used instead of manual creation? Use the bulk upload when creating many teams at once. Manual creation is intended for a small number of teams added one at a time in Groups Manager.
• What do dynamic filters do? Dynamic filters sync Chat Room membership automatically from Athletics Manager. When a roster changes in Athletics Manager, the corresponding Chat Room updates without any manual steps.
• What happens if a team group has no coach or no student? The Chat Room will not appear in the Chat interface. Each group requires at least one coach (assigned as Admin) and at least one student (assigned as Member).
• Who can see and access these Chat Rooms? Coaches and students assigned to the team group see the room automatically in the Chat section of the Finalsite mobile app after logging in.

In this Article

• How this works
• Before starting
• Step 1: Create team groups in Academic Classes
• Step 2: Add members to team Chat Rooms
• Configure dynamic filters (recommended)
• Access a team Chat Room (coaches and students)

How this works

Athletic team Chat Rooms live inside Academic Classes in Groups Manager. Each team is a group, and group membership determines who appears in the Chat Room.

There are two parts to the setup:

• Step 1: Create the team groups in Academic Classes (Groups Manager) - either by bulk upload or manually.
• Step 2: Add members to each group - either automatically through dynamic filters or manually through the Chat interface.

Before starting

Step 1: Create team groups in Academic Classes

• Step 1: In the CMS, navigate to Group Manager > Add Group.
• Step 2: Enter the Group Name only, then click Create Group.

The system generates an Import ID automatically when the group is created. 

Step 2: Add members to team Chat Rooms

Once team groups are created, coaches and students need to be added as members. There are three ways to manage this.

Configure dynamic filters (recommended)

Dynamic filters connect each Academic Classes group to the corresponding Athletics Manager team. Two filters are required per team: one for coaches (assigned as Admins) and one for students (assigned as Members).

• Step 1: In the CMS, open Groups Manager and select the team group created in Step 1.
• Step 2: Navigate to the dynamic filters settings for that group.
• Step 3: Create an Admin filter targeting coaches from the matching Athletics Manager team.
• Step 4: Create a Member filter targeting students from the same team.
• Step 5: Repeat for each team group.

Access a team Chat Room (coaches and students)

Once the admin has created the Athletic Team Chat Room and the roster sync is active, the room appears automatically for members in the Finalsite mobile app.

• Step 1: Open the Finalsite mobile app and log in.
• Step 2: Tap the Chat icon in the bottom toolbar.
• Step 3: The team room appears under Chat Rooms. Tap it to open and start messaging.

If the team room is not visible, contact the school or district admin to confirm the roster has been synced and the Chat Room is active. Chat requires users to be logged in. The room will not appear for guest users.