Admin Roles

  • Global Admin: Has permission to manage all engagements, coaches, clients, employees, account financials 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, account financials and company settings. Can access location-specific data and reports.


Coach Roles

  • Internal Coach: An employee of your organization.
  • Independent Coach: An independent contractor. Also technically a global admin of their own account.
  • Vendor Coach: Contracted through a coaching vendor. Can be internal or external/contracted by the vendor.
  • External Coach: A vendor coach or independent coach, contracted by your organization.


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. Usually a manager, stakeholder or boss. This person can be added under engagement settings (if they are already an internal connection / company member). Viewers only have permission to view specific engagements.
  • Engagement Editor: Has permission to edit specific engagements. 
  • Enterprise Admin: Has permission to create an organizational structure.

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