Admin Roles

  • Global Admin: Has permission to manage all Engagements, Coaches, Clients, Employees, Billing, and Company Settings. The only other role Global Admins can have is “Coach.”
  • Location Admin: Has permission to manage location-specific Engagements, Coaches, Clients, Employees, Billing, and Company Settings. Location Admin can also access location-specific data and reports.

 

Coach Roles

  • Internal Coach: A Coach/Employee of your Company.
  • Independent Coach: An Independent Contractor. Also technically a Global Admin of their own account.
  • Vendor Coach: Contracted through a coaching Vendor. A vendor Coach can be internal or external/contracted by the Vendor.
  • External Coach: A Vendor Coach or Independent Coach, contracted by your Company.

 

Coachee Roles

  • Employee / Internal / Sponsored Coachee: A Coachee sponsored by their Company that may participate in coaching Engagements.
    Client Company > Employee/Coachee.
    Anyone can be assigned as a Coachee, including Admins and Coaches.
  • Independent / Directly Contracted Coachee: An individual that independently contracts their Coach / pays directly; not sponsored by their Company. 

 

Other Roles

  • Engagement Viewer - Similar to a Coachee with view-only permissions. A Viewer can be your Manager, Stakeholder or your Boss.
    This person can be added under Engagement Settings (if they are already an internal connection / company member).
    Viewers only have permission to view the specific Engagements they are attached to.
  • Engagement Editor - Has permission to edit specific Engagements. 
  • Enterprise Admin - Has permission to create an Organizational Structure.

  

Set an Employee's User Role

  • From your Company Settings page click on Employees.
  • Click on the three dots next to the Employee's name.
  • Click on Update Employee Roles.

 
To learn how to Add Employees click here.

 

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