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Coaches are the users responsible for performing coaching and management tasks within the Intervengine platform. They are the primary users who interact with Participants, manage Journeys, assign Activity Plans, and view progress.

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Think of Coaches as the guides or administrators of the platform, while Participants are the end-users who engage with the content and journeys. A Coach's access to features and participant data is controlled by the Roles and Groups they are assigned.

Profile Information

Each coach has a profile with their First Name, Last Name, and Email. We highly recommend that all coaches upload a Profile Photo to create a more personal and recognizable experience for participants.

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Uniqueness Rules

To ensure every account is unique, Email addresses and Mobile Numbers must be unique across the entire system. A Coach cannot use the same email or mobile number as another Coach or a Participant.

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Security (Two-Factor Authentication)

The Mobile Number field is optional and is used exclusively for Two-Factor Authentication (2FA). If your organization has 2FA enabled, coaches must provide a valid mobile number to securely log in. This is an organizational-level setting, not configured per coach.

Access Control

A coach's permissions are defined by two key fields:

• Roles: This determines what they can do. For example, the Admin role allows access to everything, while the default Coach role has more restricted permissions.
• Groups: This determines who they can see. For example, a coach in the Upreach group can only see participants who are also in that same group.

Data & Reporting

The External ID is a automatically generated unique identifier (UID). It is used to map the coach's account to their user_id in the reporting database. This field is read-only and used for internal data linking.

Creating a New Coach

1. Navigate to the main menu and select the option to manage Coaches.
2. Click the button to create a new coach.
3. Fill in their profile details, including their mobile number if your organization uses 2FA.
4. Assign the appropriate Roles and Groups to define their access level.
5. Click Save. This will create the account and send the user an invitation to join the platform.