Permissions and Access Control

Role-Based Access

Admins

• Full access to all coaching sessions and reports.

• Can create, edit, and delete sessions for any coachee.

Evaluators

• Can create sessions for their reviewees.

• Can view and edit sessions they created.

• Can access coaching reports relevant to their team (depending on configuration).

Reviewees (Regular Users)

• Can only see their own coaching sessions.

• Only see sessions with status SCHEDULED or DELIVERED.

• Can mark their own action items as complete.

• Cannot create, edit, or delete sessions.

Reviewee Managers

• If a Reviewee is a manager

• Can see all coaching sessions across their managed team.

• Have broader access to coaching reports, similar to evaluators/admins (depending on configuration).

Group Leaders

• Can view sessions for members of their groups.

• Access to reports filtered to their groups only.

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Session Visibility

Coaches

• See all sessions they have created.

• May see sessions related to coachees they manage.

Coachees

• Only see their own sessions.

• Only see SCHEDULED and DELIVERED sessions.

• DRAFT sessions are hidden.

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Notifications

Coachees receive notifications when:

• A session’s status changes to SCHEDULED.

The notification includes:

• Session name

• Delivery date

Notification preferences can be adjusted in user settings (depending on your notification configuration).