β±οΈ The Essentials in 3 Minutes |
π§ 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.
π 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.
π― 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. |
π‘ The same user can be a space coach in one space and a group coach in another. The scope is defined space by space.
π 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 | β | β Space A only | β |
View group statistics | β Their groups in A and B only | β All groups in A, and their groups in B | β |
View all certificates issued | β Their groups in A and B only | β All groups in A, and their groups in B | β |
Deactivate or reactivate a user | β | β Learners in A only | β |
Send a platform invitation | β Users in their groups only | β Users in A, and users in their groups in B | β |
Add roles to a user | β | β Users in A only | β |
Create or delete a group | β | β In A only | β |
Assign or remove a learner from a group | β | β In A only | β |
Assign or remove a coach from a group | β | β In A only | β |
Associate a publication with a group | β Their groups in A and B | β All publications/groups in A, and their groups in B | β |
Access all publications (read-only) | β Their groups' publications in A and B, via a preview window | β All publications in A, and their groups' in B, via a preview window | β All publications, via a preview window |
Publish and manage publication distribution | β | β In A only | β |
View publication statistics | β Their groups only | β All of A, and their groups in B | β |
View and reply to learner comments | β Their groups' publications | β Publications in A, and their groups in B | β |
Edit dates and locations of in-person modules | β | β In A | β |
Edit publication settings (including locking) | β | β In A only | β |
β οΈ The preview window allows viewing publications but not editing them. Editing remains reserved for authors and admins.
βοΈ 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.
