Add a Coach to a Group
Assign a coach to each participating classroom group.
Each group needs a designated Coach. Coach names are displayed on teacher certificates.
The Site Manager or Account Owner assigns coaches to groups.
1. Go to Group Staffing.
Open the Group from the Sites & Groups dashboard, then click the Group Staffing tab.
2. Click Add Coach.
3. Enter coach's information.
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Brand new user: Enter name and email, click Continue.
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Existing user: Enter just the first name, click Continue.
4. Review search results.
- Select existing user from list, and click Continue.
- If no existing user matches found, click Add new user.
⚠️ If you know the user exists but the search comes up empty, check for a typo, or a change in name or email address. Avoid creating a duplicate user. You can edit the name or address later.
5. Confirm details, then click Add Coach.
What happens next?
- New user: System sends a welcome email with a link to set a password.
- Existing user: No email is sent, but the group will now appear on the person's dashboard.
Managing Coach user details and account access
From the Account Overview screen, the Account Owner can:
- View all users in the account, plus their roles.
- View the list of sites and/or groups the user is connected to.
- Edit user name and email address.
- Inactivate or reactivate a user.
⚠️ Important: An inactive user cannot log in at all. To remove access to a specific group while preserving access to others, please see How to Remove or Delete Unwanted Information.