connecthub.io is the first platform of its kind for instructional coaches. To help you out, we’ve created this page showing you the top features you’ll want to get acquainted with as you begin to use connecthub.io!
🚨 We have single Coach account specific resources HERE
📝 Checklist
Download your Multi-Coach Getting Started Checklist (force copy)
📥 How to invite and set up your coaches
District admin user types need to go to Settings > Users to invite coaches to your account. Be sure to assign each coach to the appropriate schools to ensure their data is calculated appropriately.
If you are trying to add a new coach that has an existing account with connecthub.io already, you will need to email contact@connecthub.io with their email address and approval to wipe and merge their account. If the coach would like to keep their interaction history, they will need to log into their existing account and go to My Activity to export their interaction history.
🔑 Determining Coaching Privileges
Once you invite coaches to your district’s platform, you’ll need to make a decision on what access they can have in the platform.
Allow all coaches to manually add educators: by turning this on, any coach can add missing educators to their assigned school’s databases. This can be helpful so that coaches can manage their database independently. You can customize this feature here.
Allow all coaches to manage themes: by enabling this, any coach can add a new theme to the district’s database. Before turning this one, we highly recommend reminding coaches that by adding a theme, it’s accessible to all users. This will help you keep your themes clutter free. You can customize this feature here.
Interaction Visibility: this feature can be a big time saver for coaches. By enabling this, coaches can see each other’s interactions when they’re looking at an educator’s page. This helps coaches save time and view insights into an educator’s coaching history. We highly recommend letting coaches know if you have turned this on so that they are aware other coaches can view their interactions. You can customize this here.
🔐 Releasing Admin Rights
If you need a coach to manage the platform for you, you can give a coach District Admin rights. This can be helpful if you’ve chosen not to give coaches edit access to themes.
To give a coach District Admin rights, go to Settings > Users then choose the user to edit (blue icon). Under account type, choose “District Admin.”
🏷️ Setting up Tags and Interaction Types
If is essential to determine your district’s interaction types and tags before your coaches begin using connecthub.io.
Interaction Types: these are your big picture/general meeting types. We recommend keeping these under 10 options. Coaches will only be able to choose one interaction type. You can view examples and more on interaction types here. To edit your interaction types, go here. You’ll notice we have some pre-loaded options for you that you can edit or deactivate.
Tags: Tags allow you to get more detailed about what happened during the interaction. Coaches can use as many tags as they want for an interaction. This really allows coaches to get granular with their data. You can view examples and more on interaction types here. To edit your interaction types, go here. You’ll notice we have some pre-loaded options for you that you can edit or deactivate.
Note: when editing tags, you’ll want to click and drag to move them between folders!
⌛ Tracking time with coaching teams
One of connecthub.io’s hidden features is the ability to track team meetings. Every coach has a profile to track their own work time as well.
To get started, go to the educator dashboard then scroll down to Coaches in the left column. This is where you can view each coach’s individual or team meeting time.
To create an interaction between coaches or to track your individual time, simply type their names into an interaction and the interactions will go to their profile! This data can be viewed in the Team Reports.
💡 How to switch your account to multi-coach or single coach
Please email contact@connecthub.io to switch your account between single and multi-coach.
Have more questions? Check out our Getting Started FAQ or email us at contact@connecthub.io.