Manage and organize all coaches within your organization from one central location. Add new coaches, assign roles, and monitor coaching performance across your entire team.
What You Can Do
The Coaches page provides complete team management functionality:
View all coaches in your organization at a glance
Add new coaches to expand your team
Manage roles and permissions for different access levels
Monitor coach performance and client relationships
Transfer coaches between organizations (with support assistance)
Adding New Coaches
For New CoachRx Users
Click "Add Coach"
Enter coach details:
First name
Last name
Email address
Click "Add"
The new coach receives an invitation email to set up their account
For Existing CoachRx Users
If the coach already has a CoachRx account with another organization:
Contact CoachRx support directly at coachrxsupport@opexfit.com
Provide the coach's current email address
Request the transfer to your organization
Support team will handle the account migration
Note: You cannot directly add coaches who already exist in the CoachRx system - this requires support assistance to prevent account conflicts.
Coach Roles and Permissions
Understanding role hierarchy helps you assign appropriate access levels for your team structure.
Coach Role
Access Level: Basic coaching functions
Manage assigned clients only
Cannot view other coaches' clients
Limited to individual coaching activities
No administrative capabilities
Admin Role
Access Level: Enhanced coaching and management functions
Manage assigned clients
View other coaches' clients and their communications
Access coaching performance data
Limited business management capabilities
Super Admin Role
Access Level: Full organizational control
All Admin capabilities
Complete business management access
Organization settings control
Financial and reporting access
Coach role management
Managing Coach Access
Changing Coach Roles
Locate the coach in your coaches list
Click three dots next their name
Select new role level
Changes take effect immediately
Role Assignment Best Practices
Start with Coach role for new team members
Promote to Admin once they demonstrate competency
Limit Super Admin to key leadership only
Regular review of role assignments as team grows
Monitoring Coach Performance
Available Insights
Admins and Super Admins can view:
Client count for each coach
Compliance metrics across coach's client base
Comment history and client interactions
Using Performance Data
Identify training needs for underperforming coaches
Recognize top performers for recognition or mentoring roles
Ensure communication standards are being met
Best Practices
Team Organization
Clear role definitions: Ensure everyone understands their access level
Regular check-ins: Monitor new coach progress and needs
Performance standards: Set expectations for client interaction frequency
FAQ
Q: Can coaches see each other's clients?
A: Only Admins and Super Admins can view other coaches' clients. Regular Coach role users see only their assigned clients.
Q: What happens to a coach's clients if I remove them from the organization?
A: All clients will be automatically transferred to the Organization owner when a coach is deleted.
Q: Can I limit which features coaches can access?
A: Access is controlled through the three-role system. You cannot create custom permission levels beyond Coach, Admin, and Super Admin.
Q: How do I transfer a coach between organizations?
A: Contact CoachRx support at coachrxsupport@opexfit.com. They will handle the transfer process to prevent account issues.
Q: Can coaches change their own role level?
A: No, only Admins and Super Admins can modify role assignments for other team members.
Q: What's the difference between Admin and Super Admin?
A: Super Admins have full business management access including financial data, while Admins focus on coaching oversight and client management.
Q: Is there a limit to how many coaches I can add?
A: No, CoachRx does not limit how many coaches you can add.