CoachRx

View Original

Pro Tip: How To Assign Your Coaches Roles For Business Suite Access

Empower Your Team with Defined Roles and Access

Program Design Pro Tip: How To Assign Your Coaches Roles For Business Suite Access

As a gym or organization owner, maintaining organization and delegating roles is crucial for efficiency and growth. Clear role delegation ensures that each team member knows their responsibilities, leading to smoother operations and improved productivity. This allows you to focus on strategic planning and growth initiatives rather than getting bogged down in daily tasks.

Pro Tip: Assigning Your Coaches Roles for Business Suite Access

CoachRx gives organization owners the ability to manage and edit who can access various features of the Business Suite, including Payments and other administrative functions. Whether you're managing payments, designing programs, or analyzing reports, our detailed roles and access rights ensure everyone has the right level of control. 

Here’s a detailed breakdown of the roles and their respective access rights within CoachRx:

How to Add a Coach and Assign a Role:

  1. Navigate to the Coaches Section: Log in to your CoachRx account and navigate to the Coaches section from the main dashboard.

  2. Add a New Coach: Click on "Add Coach" and enter the required details (Name, Email, etc.).

  3. Set Access Rights: Click the three dots next to the coach's name and select the appropriate role (Super Admin, Admin, or Coach). Based on the role selected, the system will automatically configure the access rights.

  4. Review and Confirm the Access Rights: Ensure that the assigned roles and access rights match the responsibilities and requirements of each team member.

By carefully managing roles and access rights, you can ensure that your team operates efficiently while maintaining control over sensitive business information. With defined responsibilities, you can enhance productivity, improve accountability, and create a professional and satisfying environment for both staff and clients. Embracing structured role delegation is a key step towards achieving long-term success and sustainability in the fitness industry.

Ready to streamline your coaching operations? Learn how to add and manage coaches in CoachRx now!

Start your free trial of CoachRx