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πŸš€ Assign a Coach Role in a Multi-Space Platform

Assign a coach role to members of your team and grant them access and editing rights for your projects.

Written by OcΓ©ane

⏱️ The Essentials in 3 Minutes
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β€’ What a coach can do (follow learners, distribute publications, engage the community).
β€’ The two possible scopes: space coach or group coach.
β€’ How to assign this role.


🧠 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 path.

The Coach role lets you delegate this follow-up to the right person, with the right scope: an entire space (for a global coordinator) or specific groups only.

πŸ“Œ Example: a platform with an "Onboarding" space and a "Manager" space. You give your L&D manager the space coach role on Onboarding (full visibility, publishing, statistics) and the group coach role on Manager for only two pilot cohorts. Each person manages their own scope without overstepping.


🎯 Choose the Coach's Scope

On a multi-space platform, you assign coaching at the right level, space by space.

Scope

What it allows

Space coach

Follow all learners and all publications in the space, create and manage groups.

Group coach

Follow only the learners and publications of the group(s) they are assigned to.

πŸ’‘ The same user can be a space coach in one space and a group coach in another. The scope is defined space by space.


πŸ” 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).

The table below shows permissions across 3 possible configurations, using a platform with two spaces A and B as an example.

Permission

Group coach in A and B

Space coach in A, group coach in B

Space coach in A and B

View space statistics

❌

βœ… Space A only

βœ…

View group statistics

βœ… Their groups in A and B only

βœ… All groups in A, and their groups in B

βœ…

View all certificates issued

βœ… Their groups in A and B only

βœ… All groups in A, and their groups in B

βœ…

Deactivate or reactivate a user

❌

βœ… Learners in A only

βœ…

Send a platform invitation

βœ… Users in their groups only

βœ… Users in A, and users in their groups in B

βœ…

Add roles to a user

❌

βœ… Users in A only

βœ…

Create or delete a group

❌

βœ… In A only

βœ…

Assign or remove a learner from a group

❌

βœ… In A only

βœ…

Assign or remove a coach from a group

❌

βœ… In A only

βœ…

Associate a publication with a group

βœ… Their groups in A and B

βœ… All publications/groups in A, and their groups in B

βœ…

Access all publications (read-only)

βœ… Their groups' publications in A and B, via a preview window

βœ… All publications in A, and their groups' in B, via a preview window

βœ… All publications, via a preview window

Publish and manage publication distribution

❌

βœ… In A only

βœ…

View publication statistics

βœ… Their groups only

βœ… All of A, and their groups in B

βœ…

View and reply to learner comments

βœ… Their groups' publications

βœ… Publications in A, and their groups in B

βœ…

Edit dates and locations of in-person modules

❌

βœ… In A

βœ…

Edit publication settings (including locking)

❌

βœ… In A only

βœ…

⚠️ The preview window allows viewing publications but not editing them. Editing remains reserved for authors and admins.


βš™οΈ 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, multi-space, space coach, group coach, learner follow-up, coach permissions.

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