Admin Roles
Global Admin: Has permission to manage all engagements, coaches, clients, employees, billing, and company settings.
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.
Note: Admins can also have the role of a coach or even a coachee while still being an admin, however they will still have their admin views intact.
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.
Engagement Stakeholder 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.
Set an Employee’s User Role
From your Company Settings page click on Employees.
Find the employee you would like to edit roles for.
Click on the three dots.
Click on Update Employee Roles.
