This article will assist you with:
- Accessing the coach account creation page
- Entering new coach information
- Saving the new coach account
- Viewing all coach accounts
Accessing the Coach Account Creation Page
Click the Admin button in the upper left corner of the Admin home screen. In the left-hand column, click on Coaches.
Click the Create Account button located on the upper right side of the screen of the Coach Accounts page.
Entering New Coach Information
After clicking Create Account, you will be navigated to the coach account creation page where you can input the new coach’s information.
Important Note: Be very careful to accurately input and review the coach details before saving, as coaches may have access to PII and PHI through Welkin.
Saving the New Coach Account
Click the blue Save button to complete the creation of the new coach account.
Viewing All Coach Accounts
Once the coach account has been saved, click on the Coaches button in the navigation column on the left side of the page to be brought back to the Coach Accounts page. This is a summary page where you can view the names of all coaches as well as information about caseload, coach account creation and last active date, as well as account status details. Clicking on the coach name in blue will bring you to the individual coach profile, where you can view their personal information, weekly schedule, and caseload.
Here are some additional resources: