If you have a coach or implementor to help your organization adhere to your BOS, invite them to Strety where they can be informed in real time, collaborate across all teams, and help facilitate any meetings where their expertise is needed!
How to Invite a Coach User
From Adminland click Coaches and input your coach's email.
If the coach is already an existing member of your Strety instance, select Existing User and we'll convert them to a Coach
Coaches Permissions & Visibility
By Default, Coach Users are added with Admin Permissions, with a few caveats
Coaches are non-billable - limited to 2 per account
Coaches can be a member of any Team space in Strety
Coaches can be subscribed to any agenda email summary
Coaches have the following permissions:
Coaches can view all information about non-secret Teams. That includes all Rocks, Issues, To Dos, Scorecard Metrics, Headlines, and Agendas
Coaches can create & assign items to anyone on any team throughout the organization
Coaches can invite users to Strety
Coaches can assign/reassign roles and managers for any user
Coaches can view & edit anything within the Company Vision & Roles Charts
Coaches can deactivate users
Coaches do not have visibility into the following:
Personal/Secret items
Billing
Adjusting Coach User's Role Permissions
You can adjust your Coach's role permissions directly from User Directory
If you'd like your Coach to have access to Billing, upgrade them from Admin to Account Owner permissions
If you'd like to restrict your Coach to only view/edit items in spaces they're a member of, downgrade them to Member
Note: You can adjust your Coach's permissions in the lead-up to any Quarterly or Annual Session, if you'd like them to have more/less access
Subscribing to L10 Summaries
Your coach may not attend all L10 meetings, but you may want to send them L10 summary emails to help them stay informed.
To subscribe a coach to a team's L10 summary, click Subscribers from the Conclusion step of the agenda, click Edit and subscribe your Coach
