The Account Owner is the person who created the account and has general oversight. This person can add/remove Coach Admins and Coaches from Projects as needed. They can also be assigned directly to Participants.
The Coach Admin has the same level of administrative rights as the Account Owner but cannot perform any billing related activities. As an example, if you have multiple partners in your firm and would like all of them to have visibility to all of your Projects, Participants, Library, Programs and Reporting, you’ll likely give those Partners Coach Admin level access.
The Coach is the person coaching a Participant or leading a project. This could be an executive coach, trainer or facilitator. It might also be a Manager in the workplace coaching a team member. The Coach only has a view into the Projects and Participants to which they are assigned. So, if you have a 1099 Coach or an employee who is a Coach and you only want them to have visibility into select Projects and Participants, you’ll likely assign them as a Coach.
