User roles help admins control the permissions in your account. Each user role has access to different features across the platform.

Internal Roles

  • Global Admin: An admin that has access to all features within the platform; across their entire company account.

  • Global Admin: (Limited Data Access)

  • Location Admin: An admin who has access to features related to their specific location. They cannot access engagements or data outside of their location.

  • Internal Coach: A Coach who works directly for a corporate company. Internal coaches can only view engagements they are assigned to or have been added to as a stakeholder.

  • Coachee / Company Member: An employee of a corporate Company. Coachees can only view engagements they are assigned to or have been added to as a stakeholder.

  • Engagement Editor: An admin can set an employee as an engagement editor within the settings of an engagement. An editor has permission to edit the program Items within that specific engagement.

  • Engagement Viewer: An engagement viewer has permission to view and comment on engagements.

Employees and User Roles

Admins can add employees to the accounts under the Company Settings tab:

  • Corporate Company Admins will see an Employees tab to add users.

  • Vendor Admins will see an Employees tab in the same place.

  • Independent Coaches will go to their Account Settings and click on the Admins tab.

  • Note: Enterprise accounts will see their Employees page populate on the main left side navigation bar

Adding Employees

User roles can be assigned to your employee's accounts from the Employees page. For Business accounts, the Employees page is found within Company Settings. For Enterprise accounts, admins will find the Employees page on the main left side navigation bar. This is where you can add and edit your users and the information in their profiles.

  • From your Employees page click on Add Employee.

  • Follow the wizard to complete adding your employee.

Add Coaches and Vendors

Admins can add new coaches and vendors to their company account from either the Coach page or the Vendors page.

To learn how to add coaches and vendors to your account, check out the article below.

Assign User Roles

To assign a role to a user, the user must be an Employee and the role must be added by a Global Admin.

  • From your Employees page, click on the user you would like to assign roles to.

  • On the user's page, click on the 3 dots on the top right corner and click on Update Employee Roles.

  • Select the role you'd like to assign to the user, then click Save.

Roles that can be assigned to employees are:

  • Global Admin

  • Global Admin (Limited Data Access)

  • Location Admin

  • Provides Coaching (sets the user as a Coach)

Helpful Tip: Admins don't need to assign additional user roles to internal coaches; Add them to the coaches page and that will set them as a coach and available for engagements.

Set Engagement Capacity

If the employee is a coach, the Global Admin will also be able to set an engagement capacity for the coach. Engagement capacities ensure that coaches have a limit on how many engagements they are able to be assigned at once. To learn more about engagement capacities, read the article below.

Add Engagement Viewers and Engagement Editors

Give your employees permission to view or edit certain engagements from the engagement settings.

  • From the Engagements page select your Engagement.

  • Go to the Settings Page within the Engagement.

  • Select Add Stakeholder in Engagement Stakeholders

  • Select Editor and choose an Employee to add.

To learn more about adding engagement stakeholders, check out the article below.

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