> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.yesref.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to set Role defaults per Team

1. Log into your YesRef Account

![](https://storage.crisp.chat/users/helpdesk/website/-/e/5/a/d/e5ad887844d78800/956fedd1-c0ea-4d61-8558-605f1e_5591si.jpg)

2. Click your initials in the top right-hand corner or profile in the bottom right if you're using the app.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/4/5/c/445cc0e9014f0c00/c0b344a1-88b4-4d7a-b0e8-b9cd20_1xgui1o.jpg)

3. Click "Manage Profile"

![](https://storage.crisp.chat/users/helpdesk/website/-/5/9/8/f/598fb0d9c5bbb000/5202870c-c7ce-4269-82a5-32ef4d_11ib0v7.webp)

4. Click "Manage my Club"

![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/0/2/fe0254bf7b231000/c934504f-b3e6-4810-8720-6c7dbe_1ksmz9b.jpg)

5. Click "Teams"

![](https://storage.crisp.chat/users/helpdesk/website/-/6/8/3/f/683feb62ecfe0400/7facb92e-336e-4cc6-b3f6-781d7c_icrpgq.jpg)

6. Click a team

![](https://storage.crisp.chat/users/helpdesk/website/-/7/c/c/3/7cc30bf5f9a9fc00/d4ef738f-7a91-4bd1-a6d0-820b5e_k6fag8.jpg)

7. Here you can add a role to pre-set against the team. This will include, fee, expense type, allocation type, level and responsible for payment.

|| When a Role default is set, when a game is created against the team, the role defaults will load automatically.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/1/e/5/11e530cfed0c0a00/8f493342-90c3-4b40-bcc6-e51492_cm3gok.jpg)

8. Click "Save", after you have entered the Role Deaults. You can add multiple roles by repeating step 7.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-26/e6e164c2-0cea-4536-a5fc-d624270fbe79/ascreenshot.jpeg?tl_px=0,0&br_px=1541,992&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=678,648)