โฑ๏ธ The Essentials in 3 Minutes |
๐ง Understand the Value of the Coach Role
Learner engagement does not depend solely on content design - it also depends on facilitation. The coach is the person who invites, re-engages, tracks progress, responds to comments, and issues certificates. They maintain the connection between learners and their learning course.
The Coach role lets you delegate this follow-up to the right person, with the right scope: the entire platform (for a global coordinator) or specific groups only.
๐ Example: an onboarding platform with 200 learners. You give your L&D manager the space coach role (full visibility, publishing, statistics) and 3 team managers the group coach role on their respective cohorts. Each person manages their own scope without overstepping.
๐ฏ Choose the Coach's Scope
On a single-space platform, you assign coaching at the right level.
Scope | What it allows |
Space coach | Follow all learners and all publications on the platform, create and manage groups. |
Group coach | Follow only the learners and publications of the group(s) they are assigned to. |
๐ก If your platform has multiple training spaces, see: Assign a Coach Role in a Multi-Space Platform.
๐ Identify Coach Permissions
Regardless of their scope, a coach cannot:
Access the content editor (reserved for authors and admins).
Create new users on the platform (reserved for admins).
Access | Group coach | Space coach |
View space statistics | โ | โ |
View group statistics | โ Their groups only | โ |
View all certificates issued | โ Their groups only | โ |
Deactivate or reactivate a user | โ | โ |
Send a platform invitation | โ To users in their groups only | โ |
Add roles to a user | โ | โ |
Create or delete a group | โ | โ |
Assign or remove a learner from a group | โ | โ |
Assign or remove a coach from a group | โ | โ |
Associate a publication with a group | โ | โ |
Access all publications (read-only) | โ Via a preview window | โ Via a preview window |
Publish and manage publication distribution | โ | โ |
View publication statistics | โ For their groups | โ |
View and reply to learner comments | โ On their groups' publications | โ |
Edit dates and locations of in-person modules | โ | โ |
Edit publication settings (including locking) | โ | โ |
โ ๏ธ The preview window allows viewing publications but not editing them. Editing remains reserved for authors and admins.
โ๏ธ Assign the Coach Role
The role assignment procedure is covered in a dedicated article:
There you will find the steps to add a user, assign them the coach role, and define their scope (space or group).
Keywords: coach, coach role, coach permissions, single-space, space coach, group coach, learner follow-up, permissions, access.
