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How to Set up your Organisational Structure and Location Admins
How to Set up your Organisational Structure and Location Admins
Joe Smart avatar
Written by Joe Smart
Updated over 7 months ago

Organisational Structure allows you to set up company locations and sub-departments, in accordance with your business.

Employees, coaches and clients can be tagged to these unique locations.

Further, you are are able to designate what we call a 'Location Admin', giving users the ability to manage system data exclusively for their designated location.

This is a great way to align your coaching data with your business locations across the globe, and easily measure the impact of your coaching initiatives in each location.

In order to be able to use this feature, you will Administrator access to an Enterprise account. If you do not see the option to enable Org Structure, you may need to upgrade your subscription with us.

Video Walkthrough:

Step 1: Finding the Feature

  • From your Dashboard, click on Settings.

  • Click the box labelled 'Org Structure'.

  • You'll see two places to add information: Locations and Departments, as seen below:

You'll see this once you navigate to 'Settings' and then 'Org Structure'.

Step 2: Adding Locations

  • Click on 'Add Location'

  • Fill out the details (note: Location Name is the only required field. The rest are optional)

  • Click 'Save'

At a minimum, you need to enter a Name for the location

Step 3: Adding Departments and Business Units (Optional)

  • Click on 'Add Department' on the right hand side of your screen

  • Enter the name of the department you wish to add

  • Click 'Save'

  • Once added, you will see the option to add a Business Unit

  • Click 'Add Business Unit'

  • Enter the name of the Business Unit you wish to add

Step 4: Create a Location Admin

Once you have set up your locations, you are able to assign your employees as Locations Admins.

  • Go back to your Dashboard

  • Click on the 'Employees' tab

  • Find the employee you wish to make a Location Admin

  • On the right hand side of their record, you will see 3 dots. Click on this.

  • Select 'Update Employee Roles'

  • Click the circle next to 'Location Admin' and then select the appropriate Location (you can select more than one, as seen in the image below)

How to create a location admin.

As a Location Admin, the user will have full administrator privileges over the data in that location. This includes the creation and management of:

  • Engagements

  • Coaches

  • Clients

  • Employees

  • Account Financials

  • Company Settings

  • Location-specific data and reports

Helpful Tip: Although the feature is labelled as 'Location', these do not necessarily have to be physical locations. You could create a 'Location' labelled as anything you like, and the functionality works the same!

If you have any questions, or require assistance, please feel free to email [email protected] and one of our team will be happy to assist you.

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