Access Control

The Access Control section allows for the management of team roles, granting permissions, and associating team members with specific coachings. Follow the steps below to set up your coaching design team effectively.

Main Functions

  • New: Creation of a new user account for a coaching designer.
  • Set Team: Assignment of users to specific teams.
  • Set Email: Definition or updating of user's email address.
  • Set Languages: Specification of user's language preferences.
  • Set Password: Assignment or resetting of user passwords.
  • Reset 2FA: Setting or Resetting of two-factor authentication for enhanced security.
  • Delete: Removal of a user account from the system.
  • Make Team Manager: Permission grant to get access to an assigned dashboard.
  • Make Coaching Author: Permission grant for creating and editing coaching content.
  • Make Global Author: Permission grant for content development across coachings.
  • Make Coaching Admin: Assignment of a user to manage coaching content and team roles.
  • Make Global Admin: Grant of the highest level of system access to a user.

Different Roles, different Rights

Global Admin

  • Description: Has the highest level of access across the entire platform.
  • Rights & Functions:
    • Manage all settings and configurations.
    • Create and delete any content, including coachings, surveys, and messages.
    • Access to all data
    • Add or remove any users and assign roles.

Not more than ONE Global Admin at a time can work on the same coaching.

Global Author

  • Description: Specialized role with the ability to create content across multiple coachings.
  • Rights & Functions:
    • Create and manage content for all coachings available.
    • Can NOT create new coachings, Micro Dialogs or message groups but only edit them.

Several Global Authors can work on the CoachStudio Coaching Editor simultaneously.

Coaching Admin

  • Description: Manages specific coachings and oversees coaching authors.
  • Rights & Functions:
    • Edit and create any content of their assigned coaching.
    • Add or remove any users from their assigned coaching.
    • Oversee the progress and data related to their assigned coaching.

Not more than ONE Coaching Admin at a time can work on the same coaching on the CoachStudio Coaching Editor.

Coaching Author

  • Description: Creates content for coachings.
  • Rights & Functions:
    • Edit content within the assigned coachings.
    • Can NOT create new coachings, Micro Dialogs or message groups but only edit them.

Several Coaching Authors can work on their assigned coaching simultaneously.

Team Manager

  • Description: Supervises a group of participants, e.g. as school teacher, doctor, health coach, study nurse.
  • Rights & Functions:
    • Has a access to a participant dashboard in order to monitor and coach participants
    • Has limited access to participant data.

This role is usually assigned to "external" experts/supervisors who coach or monitor the participants via the so called "Dashboard"

Steps to Set Up a Coaching Team

You can create several accounts with different roles for a person. For example, a person might hold a 'Coaching Admin' account ("anna-admin") and a 'Coaching Author" account ("anna-author"). This arrangement allows the person to manage the coaching team or edit the main structure of the coaching (e.g. creating new Micro Dialogs) using the admin account but also editing the coaching dialogues simultaneously with team members through the author account.

Adding A 'Coaching Admin' by 'Global Admin'

Only a Global Admin can create a new Coaching Admin acoount

  1. Create an Account for 'Coaching Admin':
    • Navigate to the Access Control section.
    • Click on New to add an account (enter user name)
  2. Assign 'Coaching Admin' Role:
    • Select the newly created account.
    • Assign the 'Coaching Admin' role by clicking on Make Coaching Admin.
  3. Set a Password:
    • Establish a secure password for the 'Coaching Admin' account by clicking on Set Password
  4. Assign to a Team:
    • Link the 'Coaching Admin' to the designated team (e.g., Asthma Coaching v01) by clicking on Set Team and entering the team's Name
  5. Create a Coaching:
    • Create a new coaching within the platform (if you haven't done it yet).
  6. Add Account to Coaching Access:
    • Navigate to the 'Access' tab of the created coaching (click on the created coaching, on Edit and Access)
    • Select the created 'Coaching Admin' from the drop down and click on Add to assign the account to the coaching

Adding New Team Members by 'Coaching Admin'

Only a 'Coaching Admin' can create new team members

  1. Create an Account for 'Coaching Author':
    • Navigate to the Access Control section.
    • Click on New to add an account and enter user name
  2. Assign 'Coaching Author' Role:
    • Assign the 'Coaching Author' role by clicking on Make Coaching Author.
  3. Set a Password:
    • Establish a secure password for the 'Coaching Author' account by clicking on Set Password
  4. Add Account to Coaching Access:
    • Navigate to the 'Access' tab of the created coaching (click on the created coaching, on Edit and Access)
    • Select the created 'Coaching Author' from the drop down and click on Add to assign the account to the coaching