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.
Manage Personal Integrations
This permission allows users to connect with third party tools, namely for calendar syncing in Coach. Find out more ➡️ here.
Other permissions
Manage Coach Relationship Sharing
Those with the permission can grant users & teams access to all Coach relationships in Platform Settings. Once access is granted, users can view all relationships in the org. Great for L&D, HR, Ops teams or Senior Leadership. Find out more below.
Manage Meeting Templates
Those with access can manage meeting templates in Platform Settings. This includes recurring agenda items, as well as meeting templates. Find out more ➡️ here.
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
You may want to share relationships too give visibility to others (e.g., HR, Operations, senior leadership). You can share relationships in two ways:
Share specific relationships with users or teams on a relationship basis
Share all relationships with specific users or teams
Share specific relationships
Open the Relationship.
Select Share on the right.
Choose the user or team that should have access.
The shared user will now see their relationship on their dashboard.
Share all relationships
🔐 Permission required: Manage Coach Relationship Sharing
Select the manage icon in the main navigation menu (next to your profile picture or initials), and then, platform settings.
Head to the Coach area, and the relationship sharing.
Add the users or teams you wish to share all relationships with.
That's it. On the Coach page, users will see an area with all 'org shared' relationships:
What can shared users do?
✅ 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
Revoking access
If they were given access to a specific relationship:
Open the relationship
Click the Share icon
Remove the person from the shared list.
They'll lose access immediately.
If they were given access to all relationships:
Head to the manage icon next to your profile picture or initials, and then platform settings.
In the Coach area, under relationship sharing, remove the teams or individuals you wish to revoke access for.
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.