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Product Features for Coaches

Product Features for Coaches

Overview

By default, coaches added to the Coaching Dashboard cannot set up new clients and will only be able to view and/or manage clients that they are explicitly granted access to. Only Dashboard Managers can add new clients, manage billing information across clients, and grant client access to other team members. 

Dashboard Managers can give coaches User, User Admin or Admin access to a client’s account. When given Admin access, you will be able to add seats for specific clients via the Coaching Dashboard. As an Admin, you will also have access to the Administration tab within a client’s account, which allows you to update general settings, invite users / manage their status, and access assessment-related data. If you’re given User access, you will have full access to specific clients’ data, but will not be able to add seats nor be able to access the Administration tab for those clients. 

Continue reading to learn more about how individuals given Admin access can do the following: 

  • Add Seats: Add seats through time from the Coaching Dashboard.
  • Invite Users: Invite users from within a client’s account, and manage their status.
  • Access Assessment Data: View assessment-related data from within a client’s account, and have the ability to delete/reset assessment results and/or download a PDF of results. 

Add Seats

Only coaches given Admin access to a client’s account can add seats. 

To do so:

  1. Navigate to the client card within your Coaching Dashboard and ensure it is expanded by either selecting the carrot dropdown, or the manage button, depending on the view formatting (list, compact or card) chosen. 
  2. Then click on the current number of licenses you have for that plan, as shown below:
  3. Doing so will open a modal window that will allow you to increase your license count. Input your desired total license count, as shown below


  4. Once you select Review Changes, you will be taken to a confirmation page to review your plan update. To apply the changes, select Purchase. If you do not want to proceed, select 'Nevermind' to cancel the update.



Decreasing license counts: When you decrease your license count, the change will take effect starting with your next billing cycle.