By default, coaching relationships are private between the people involved, usually the manager and individual contributor. However, there are times when you need to extend visibility to HR, Operations, or Senior Leadership. This guide explains how sharing and permissions work in Coach.
Default permissions
Two permissions control access:
Access Coach
This permission determines who can view Coach at all.
If someone can't see the Coach menu, check their role under Manage > Permissions.
Create Relationships
This permission determines who can create coaching relationships.
It should be granted to the manager, not the individual contributor.
Note: the create relationship permission allows you to create a relationship with any user or team, not just those you manage.
However, the data you will be able to see in the relationship will be limited if you don't have the correct data access level. Find out about data access ➡️ here.
The ability to create a relationship with all users is by design, since Coach can also be used for peer mentorship and soft skill development.
Who can see what
By default, only the participants can view the coaching relationship:
The manager (the person who created the relationship)
The individual contributor (the person being coached)
Both participants have full access to:
All meetings (past and upcoming)
Goals and actions
Shared notes
Target performance and comments
Only the manager can see:
The AI-generated briefing
Each participant can see their own private notes, only.
Sharing a Relationship
To give visibility to others (e.g., HR, Operations, senior leadership):
Open the Relationship.
Select Share on the right.
Choose the user or team that should have access.
✅ Shared users can:
View the full relationship overview & history (meetings, goals, actions)
Export meetings as PDFs
❌ Shared users cannot:
Edit meetings, goals, or actions unless they're a participant: they have view-only access
See private notes
See the manager briefing
Add comments
The shared user will now see the relationship in their Coach dashboard.
Revoking access
To remove someone's access:
Open the relationship
Click the Share icon
Remove the person from the shared list.
They'll lose access immediately.
FAQs
Can everyone involved see who the Relationship is shared with?
Yes, everyone in the Relationship can view this. On the overview page, individual contributors can see who the Relationship is shared with by selecting the share button. They can't make any changes here.
Can I share one meeting without sharing the whole Relationship?
No. Sharing is at the relationship level, not the meeting level.
Is it possible to share all relationships with all admins on OneUp?
Not right now. Since the information is sensitive, sharing is designed to be explicit.
If a specific group of people such as platform admins need access to all Coach data:
Create a team and add the individuals.
Share each relationship with the team created.