Adding and Managing Coaches

Adding coaches is a key component to the success for both individuals and organizations.

Adding Coaches

• Start at your organization's Dashboard, called Mission Control.

• On the left hand navigation, click on Organization Settings (located at the bottom of the list on the left side of your screen.)

• This will take you to your organization's General Information page. In the left-hand navigation, click on the Team section and then click on the "Coaches" option

This is your Coach Management Page.

To Invite your coach, search for a member or add an email address to send an invitation:

The invitation will look something like this:

Functions available on the Coach Management page 

• Add Coaches - the “Search members” field is where you type in the name, username, or email address for adding a coach. 
• NOTE: Most coaches will be added by partner organizations and NOT from the parent/hub organization, therefore, please ensure that the box on the coach for "

• View Coach Data 
  • Name 
  • Related Partner 
  • Upcoming Tasks 
  • Users Assigned 
  • Total Users Coached 
  • Maximum Willing to Coach 
  • Status 
  • Available - available to coach 
  • Not Available - not available to coach 
• Actions you can take with your coach by clicking the drop-down Actions menu: 
  • Delete - delete the coach from your list (does not delete their profile) 
  • Resend Invitation - request system to send coach another email invitation 
  • Save 

Please NOTE: With changes - always be sure to save changes to any coach management!

Image Above: Coach Management Page