Coaching: All Access
The "Coaching: All Access" permission provides the user with visibility into all coaching events and data across the entire organization.
The All Access permission is default Off for all system permissions. In order to protect the integrity of employee coaching data, these cannot be overwritten at the system Permission Set level (Admin, Manager, Employee). It can, however, be utilized within Custom Permission Sets and assigned as an individual permission.
Learn more about Custom Permission sets here.
Learn more about assigning "Coaching: All Access" to an individual here.
What does the "Coaching: All Access" permission include?
|View Public Notes||✅|
|View Private Notes||✅|
|Create & View Action Plans||✅|
|Create & View Check-Ins||✅|
|Create/View/Edit/Delete Check-In Templates||✅|
|Create Public Notes||✅|
|Create Private Notes||✅|
|Create/View/Finish Single & Managed Programs Built by Others||✅|
|Create/Edit/Delete Program Templates||✅|
|Create/Edit/Deactivate Rating Categories||✅|
|Add Check-In Comments||✅|
|Re-open, Extend, Delete Check-Ins||✅|
|Mark a Check-In as Excused or Complete (unless they created it)||🚫|
|Rate all Check-Ins (unless they created it)||🚫|
|Edit Note owned by another user||🚫|
|View Private Note about themselves||🚫|
|Rate & Approve Check-Ins They Create||✅|
|Coaching Overview: Reports & Exports||✅|