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Coach Accounts and Permissions
Coach Accounts and Permissions

Assigning different permissions to coaches

Cam Langsford avatar
Written by Cam Langsford
Updated over a week ago

It's possible to assign different permissions to coaches by editing a coaches account. There are three main permissions

  1. Platform Admin

  2. Restrict to assigned athletes only

  3. Restrict to own workouts and training plans only

These three permissions are all independent of each other and can be configured by editing a coaches account.

From your home page, select People

In the drop-down list, select Coaches.

You will be taken to a list of coaches.  Select the coach whose permission you wish to change.  If you don't see the coach on your list, be sure to scroll down for more coaches.

In the coach's profile, select the restriction you want the coach to have.

Press save when done.

Platform Admin

If a coach has platform admin permissions they can access the entire platform including all of the settings. 

If a coach does NOT have Platform Admin permission then they will NOT be able to access the following features.
Platform Settings, Membership Plans, Mobile App Settings, Online Store and settings, Coach Accounts, Member Groups, Online Forms, Contacts, Platform Dashboard, Reporting, Invitation and Signup History, Member Exports

Restrict to Assigned Athletes Only

This permission applies only to features related to athlete accounts and if set against a coach they will only be able to view the athletes that are assigned to them. They will not be able to view other athlete details or calendars. They also won't be able to use the messaging feature to message any athletes other than those assigned to them. You can assign a coach to an athlete by editing the athlete account.

Restrict to Own Plans and Workouts Only

This permission applies only to template plans and workouts and does not apply to athlete plans and athlete workouts. If this is selected for a coach then they will only be able to view and edit training plans and workouts that they create or that are assigned to them. You can assign a plan or a work out to a coach.


Plan and workout Coach security override

You can make exceptions to the "Restrict to Own Plans and Workouts Only" rule by overriding it and editing the plan or workout you want to allow access to. If you check the "Allow all coaches to access" box when editing a plan or a workout. This will mean any coach regardless of their permissions will have access.

Private Plan

Additionally if you want one of your plans to be hidden from all other coaches you can set the privacy to be "hide from all other coaches" so only you can see the plan. Note: setting this flag will automatically assign the plan to your coach account. Note: if both these exceptions are set on a plan then the "Allow all other coaches to access" setting takes precedence. If a coach as "Platform Admin" permission then that will override the "hide from all other coaches" setting. Platform admins will be able to see all Training Plans.

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