How To: Add a Coach or Admin to the Platform and Manage Their Permissions

In this video: Learn how to add a coach or administrator to the platform and edit their roles and permissions to determine what they can/cannot see in the platform.

Video Walkthrough:

Step-by-Step Instructions:

Step One: Click on side menu > Organization

Step Two: Click on Users

Step Three: Click on the '+' icon > New Coach

Step Four: Enter the account information for the new coach. You need at least an email address to create the account and can also enter their name and select a training group to place them in.

Step Five: If you scroll down to the permissions section, you can give the coach other roles. The Administrator role gives them access to all settings in the platform, so be sure you'd like this new user to have this role.

Step Six: In this section, you can give the coach individual platform permissions. Click on permissions to bring up the list of permissions to choose from. In this case, we will give them permission to a specific Training Group for their role.

Step Seven: When satisfied, select Save.

Extra: Using Admin Portal to edit role permissions

In some cases, you need to remove certain permissions for an entire role so you can control what they do/don't see or to be able to further individualize someone's access. Keeping with the same theme, we will be removing access to ALL training groups for the coach role so we can give coaches access to only the groups they need to see.

Step One: Click on side menu > Admin Portal

Step Two: Click on Settings > Security > Manage Role Permissions

Step Three: For this example, we will search for "Athletes List: All" and click to uncheck the box for the Coach role.

Step Four: Click Save. Now, your coach that you created and gave the specific group access to will only see that group instead of all groups. You can now assign individual group access to users across the platform to customize their experience.