Managing a multi-coach account requires a bit of behind-the-scenes and pre-work prior to adding coaches to your account. It is important to understand the different types of users and to properly set user permissions.
User Types
District Admin:
- Manages the platform (be sure to set up school access properly for coaches for data to calculate properly)
- Has the highest level of rights
- Can process billing
Coach:
- Limited rights as defined by the District Admin (those can be customized under settings > users and settings > interactions)
- Access to all personal coaching data (can be broken up by team, grade, group, school, cluster, etc.)
Principal:
- View only access to Engagement Reports (Interactions and Coaching Cycles)
- Principal account types cannot view ANY teacher identifiable data when they log in
- Access to view high level, non identifiable data
Multi-Coach Permissions
As a District Admin user, it is important to set up permissions. There are a few important things to consider when setting up your account, 1) choose your 3 multi-coach permissions and 2) consider adding someone else as a district admin to manage the permissions.
The 3 multi-coach permissions are:
- Set coach interaction visibility so coaches can see each other’s interactions.
- Pro: coaches can see more insights into other coaches work with the same educators.
- Cons: some teams don’t want this due to confidentiality.
- Determine if coaches can add/edit tags.
- Pros: coaches can make and edit tags on the fly.
- Cons: coaches need to understand they are editing tags for EVERYONE. IMPORTANT: tags are never fully deleted – just activated.
- Allow coaches to manually add educators – this is highly recommended to give coaches some flexibility in the platform.
Coaching Cycle Focus Options and Ratings
District admins also need to go in and set up Coaching Cycle Focus options and Coaching Cycle Ratings. To do this, go to the Coaching Platform and “Customize Coaching Cycles” in the box at the bottom of the page.
