Add a Coach to a Group
Assign a coach to each participating classroom group.
Each group needs a designated Coach. Coach names will be 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.