Adding an Admin

How to Add an Admin or Coach

This role is crucial for managing various functionalities and ensuring that your coaching operations run smoothly.

Step 1: Go to People

1. Access the Sidebar: Begin by locating the sidebar on your CoachIQ dashboard.

2. Navigate to People: Click on the ‘People’ option within the ‘Manage’ section of the sidebar.

   

Step 2: Go to More Info

1. View User List: Upon clicking ‘People’, you will see a list of all users associated with your platform.

2. Select a User: Find the user you wish to make an admin. You can use the search function if you know the name of the user.

   

Step 3: Hit Change to Admin

1. Open User Details: Click on the user’s name to open their profile details.

2. Change Role to Admin: Look for the option labeled ‘Change to Admin’ and click on it to assign the admin role to the selected user.

   

Step 4: Confirm Changes

1. Admin Role Confirmation: After changing the user’s role to admin, the system will update their profile to reflect this change.

2. Verification: Verify that the role change has been successfully implemented by checking the user's status in the user list.

   

Conclusion

Adding an admin to your CoachIQ platform is a straightforward process. By following these steps, you can ensure that your chosen team member has the necessary permissions to help manage your coaching platform effectively. This role enables them to assist with administrative duties, enhancing the overall functionality and efficiency of your operations.