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How to Set Coach and Admin Permissions

Learn how to set coach and admin permissions in the admin console.

Once you have set user permissions to a coach or an admin in the platform, you will need to assign their coaching or admin permissions respectively. If you need help assigning permission levels, check out our article on managing user access permissions.

Coach Permissions

After you set a user's permission to Coach, you will see another selection appear for the coaching permissions. If you click this button, you will be able to assign the teams this user will coach.

Coach Permissions

You will click two saves in this process- one for the permissions and one for the user you are updating. Check out this tutorial for a demo.

 

A few things to note on this:

  • A user can coach one team or multiple teams depending on your preferences.
  • A coach will only see coach inbox items and reporting for the teams they are assigned to coach.
  • If the coach is assigned to coach the team they are on, they will not be able to coach themselves (coach inbox items)
  • Depending on the size of your organization, you may want to have coaches overlap for redundancy. If the primary coach is out of office, someone will need to keep up with the coaching.
  • Coach permissions can be updated at any point using this same process

Admin Permissions

Admin permissions are similar in that the button appears once the user permission is set to admin. Clicking the Admin Permissions button will open the same team selection window. However, admins are assigned to a Tier 1 team. This means an admin will be able to build and manage the content with team tags for their Tier 1 assignment. Just like above, you will save twice.
Admin Permissions

Super Admin

Super admins are the Bright Gurus of your organization. They will have access to all reporting, all elements of the admin console, and will be the people responsible for uploading users to the platform. To make someone a super admin, check the box that appears next to the admin permissions.

 

A few things to note on admin permissions:

  • By default, an admin will be able to see all content regardless of team tag until you assign them to a specific team.
  • All admins are able to access all reporting regardless of team.
  • Making someone a Super Admin will allow them to see and manage all content, regardless of their admin permissions selected.
  • Admins will see the following menu
    Admin Reduced Console Options
  • Super admins will see the additional options for items such as badges, assignments, users, and the welcome placemat.
    Admin Console Menu with Badges