> ## 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://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-26/0b0e0161-53fb-4a88-9c00-ff9f5d57ae78/ascreenshot.jpeg?tl_px=0,0&br_px=1541,992&force_format=jpeg&q=100&width=1120.0)


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

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-26/0b0e0161-53fb-4a88-9c00-ff9f5d57ae78/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=1065,0)


3. Click "Manage Profile"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-26/2396c637-9427-4973-991c-69a5d9f013f3/user_cropped_screenshot.webp?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=997,284)


4. Click "Manage my Club"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-26/4f02adfa-3fb8-4ccd-aa46-4a75292ec9b5/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=437,136)


5. Click "Teams"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-26/4f9c7b74-ce65-4eb7-9aba-f81403d42d88/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=384,124)


6. Click a team

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-26/4d2c46ef-59de-43fd-9fed-5047368fc445/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=527,273)


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://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-06-26/1ae7e266-f855-47fd-ad44-b5edc2e00c2a/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=613,235)


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)