This step-by-step guide provides detailed instructions for adding coaches to your platform, from editing permissions to creating the admin account. Ideal for administrators looking to streamline the process of onboarding new coaches, this guide ensures every step is clear, allowing for a smooth setup within your system.
Step-By-Step Guide:
1. Expand Portal Options:
Navigate to the left sidebar on your StatStak Labs dashboard. Click on the drop-down arrow icon to expand the portal options. This will open the full administrative menu, allowing you access to various options.
2. Open Settings:
From the expanded menu, locate and click on 'Settings.' This will bring up the account settings page where you can manage user roles, permissions, and other administrative functions.
3. Choose Permissions:
Within the account settings, find and click on 'Permissions.' This section allows you to create and set specific permission levels for different user roles within your platform.
4. Modify Coach Permissions:
In the permissions section, locate the 'Coach' role and adjust the permissions according to your organization's needs. Ensure that the coach has access to necessary functionalities such as managing events, viewing the calendar, and editing policies.
5. Transition to Users Dashboard:
Return to the main dashboard and select 'Users' from the left-hand menu. This will open the users' dashboard, where you can manage all the users within the system, including adding new ones.
6. Add a New User:
In the users' dashboard, click on the 'Add user' button at the top-right corner. This will prompt you to enter the new user's details to invite them to the platform.
7. Choose Admin Account Type:
When prompted, select 'Admin' as the account type for the new user. This will ensure the new coach is granted admin-level access, allowing them to manage the areas necessary for their role.
8. Customize Coach Details:
Fill in the new coach’s details, including their name, email address, phone number, and any other required information.
9. Assign Permission Level:
Locate the 'Set permission level' section and select 'Coach' from the drop-down menu. This step ensures that the coach has the right access to the platform to perform their duties effectively.
10. Finalize Coach Creation:
Review all the details entered for the new coach. Once everything is correct, click on 'Invite new user' to finalize the creation of the coach's account. The coach will receive an email invitation to access their new admin account.
11. Confirmation Message:
After finalizing the coach's creation, a confirmation message will appear indicating that the coach has been successfully invited. To adjust their permissions further, you can revisit the 'Permissions' tab in user management settings. Click 'Continue' to proceed.
By following these steps, administrators can ensure that each coach is correctly set up with the appropriate permissions, facilitating a seamless integration into the system. This systematic approach ensures a consistent and reliable experience within the StatStak Labs platform.
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