Coaching allows people in your organization to not only view progress of training on an individual or group of people, but that coach can review that training and take internal notes on that individual as a place to keep track of specific things the coach would like to re-visit during an upcoming one-on-one meeting with that individual or some smaller group training.

  • By default, all admins will be able to coach everyone in the organization. Select "Coach Everyone" from the Organizational Dashboard. You must have the Admin permission to see this button.
  • After you select the “Coach Everyone", you’ll see a list of people that you can coach.

You can also assign anyone in your organization as a coach of just a specific group of people (not everyone).

  • Start by creating a Coach role in your organization. Select Manage Roles from the Organizational Dashboard.
  • Select the (+) button at the top right to add a new role.
  • Name your newly created role (We'll use Coach in this example). Then select (Settings) to set the exact permissions of the Coach role.
  • There are various toggles (to turn on/off) that set the permissions this specific role can have. Since we are creating a Coach role, toggle on (Can Coach People) and hit (Save) and then select (Role Settings) to go back to the Role main page.
  • Finally, use the (Add) button to add your coaches to this role.

Once you've given your coaches the specific role to Coach - the last step is to add those coaches to the group(s) they need to coach.

  • Select Groups from the Organizational Dashboard.
  • Select the Group that you are assigning a coach to.
  • Ensure the coach is a member of the group (add them if they are not). Locate the coach. At first - you'll see they have a grey clipboard in the top left of their profile. This indicates they have the role that allows them to coach. For that individual, choose "Select Role(s) in Group".
  • You'll select the Coach role you've previously created and select "Save".
  • The coach now has a Green clipboard signaling they are an active coach.

Now David (in this example) will see "Coach People" on his Organizational Dashboard and it will allow him to coach just those people in his group.

You can now quickly add David to any number of groups (using the steps above) so David can coach as many people from as many groups as you indicated.

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