What Can Managers Do in Sessions?
Last updated: August 17, 2026
Required permissions:
No special permission is required for a Session manager to take the actions outlined below.
A user who is the designated Session manager can do all of the actions below:
Add and remove Agenda Items
Edit existing Agenda Items
Add a Co-Coach(es)
Remind the employee to complete the Session
View the employee's replies
Request additional context from the employee
Mark the Session as Complete (if the employe first submitted their replies)
Mark the Session as Excused
Re-open an expired Session
Extend the Session due date
Delete the Session
Create an associated Shared Note or Private Note
Create an Action Item
Rate the Session (ratings are visible to the employee and manager)
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