Who Can Interact with Action Plans?

Last updated: November 5, 2026

What you can do with an Action Plan depends on your role in it: the manager who created it, a Co-Coach, the employee it's assigned to, or a user with broader coaching access.

Review the sections below to learn what each role can and cannot do on an Action Plan.

Required permissions:

  • No special permission is required to interact with an Action Plan where you are the manager, Co-Coach, or employee.

  • The Coaching: All Access permission is required to interact with Action Plans where you are not a manager, Co-Coach, or employee.

Managers

The Action Plan's creator is considered its manager, even if they don't directly manage the employee elsewhere in Ambition. The manager can:

  • View, edit, and delete the Action Plan.

  • Mark the Action Plan as Completed or Excused.

  • Re-open an Expired Action Plan.

  • Extend the Action Plan's due date.

  • Remind the employee to submit the Action Plan.

  • Add and remove Co-Coaches.

  • Leave comments under each Agenda Item.

Co-Coaches

A Co-Coach can take the same actions as the manager, except deleting the Action Plan. A Co-Coach can:

  • View and edit the Action Plan.

  • Mark the Action Plan as Completed or Excused.

  • Re-open an Expired Action Plan.

  • Extend the Action Plan's due date.

  • Remind the employee to submit the Action Plan.

  • Add and remove Co-Coaches.

  • Leave comments under each Agenda Item.

Employees

The user the Action Plan is assigned to is considered its employee. The employee can:

  • View the Action Plan on the associated Session page.

  • Leave replies for all Agenda Items.

  • Save their progress without submitting the Action Plan.

  • Submit the Action Plan to the manager.

  • Leave comments for each Agenda Item.

Admins and Senior Leaders

Users with the Coaching: All Access Permission

Users with the Coaching: All Access permission can:

  • View, edit, and delete the Action Plan.

  • Mark the Action Plan as Completed (as long as it does not contain an external URL Agenda Item) or Excused.

  • Re-open an Expired Action Plan.

  • Extend the Action Plan's due date.

  • Add and remove Co-Coaches.

  • Leave comments under each Agenda Item.

Senior Leaders with Executive Level Coaching Visibility

If Executive Level Coaching Visibility is turned on for your organization, managers of managers can view the Action Plans of anyone beneath them in the reporting hierarchy. They can't edit or take other actions on those Action Plans unless they're also the manager or a Co-Coach.

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