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, an independent coach is also a global admin of their 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/Sponsored Coachee: A coachee sponsored by their company may participate in coaching engagements.  
    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.

 

 
For more information read our article about Managing Employees.
 
  

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