Coaching: All Access
This new coaching permission provides the user with visibility into coaching events and data across the entire organization.
Note: This permission is default On for Admins and default Off for Managers & Employees. In order to protect the integrity of employee coaching data, these cannot be overwritten at the role level. It can, however, be assigned as an individual permission to a user who does not have Admin access.
What does this permission include?
This permission setting provides the same level of visibility that Admin users previously had, but also introduces the ability for Admin users to view coaching notes. Here's a full breakdown showing what users with this permission setting can see and do:
|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||✅|
This permission set can be assigned to individuals.
For example: an HR user might need full access to coaching reports and data but may not need full access to other administrative capabilities.
1. Open the left navigation and click Administration > People > Permissions.
2. From the Permission Manager page, click the Individual Permissions Tab at the top.
3. Click the Add Permission button.
4. Select the individual User and the Coaching: All Access Permission from the dropdown menu.
5. Click the Save button.