How Do I Assign a Co-Coach in a Cadence?

Last updated: August 19, 2026

A Cadence Co-Coach can approve a Cadence Step if the manager is unable to do so.

In this article, you'll learn how to assign a Co-Coach when creating a new Cadence and how to add one to an existing Cadence.

Required permissions:

  • The Coaching Cadences: Can Add and Manage Employees in a Cadence: Yes, subordinates permission or Coaching: All Access permission is required to add a Co-Coach to a new Cadence.

  • The Coaching Cadences: Can Add and Manage Employees in a Cadence: Yes, all employees permission or Coaching: All Access permission is required to add a Co-Coach for any employee who is already enrolled in a Cadence.

Assign a Co-Coach While Enrolling Employees

  1. Click on the checkbox next to a user's name. Click on the checkbox above all users' names if all enrollees will have the same Co-Coach.

  2. Select a Co-Coach(es) from the Co-Coach menu.

  1. Click on Assign.

  2. If each employee should have a different manager and Co-Coach, repeat the steps above for those employees.

  3. Click on Next to proceed with the Cadence creation process.

Assign a Co-Coach After Employees Have Been Enrolled

  1. Go to Coach --> Cadences.

  2. Click on the Cadence's name.

  3. Navigate to the Employees tab.

  4. Click the checkbox next to employee's name.

  5. Select Change Manager or Co-Coach from the Actions menu.

  6. Click on the checkbox beside the employee's name.

  7. Use the Co-Coach selector to pick the Co-Coach.

  8. Click on Assign.

  9. Click on Save.


Related Articles