This guide shows you how to add team members to your SENPRO account and assign the appropriate roles and permissions.
Roles
SENPRO provides distinct roles, each with different levels of access and permissions:
Owner - The account owner has complete control over the entire SENPRO account, including billing management, creating groups and clients, viewing all clients and groups, and managing all content within the organisation. There is only one Owner per account.
Admin [coming soon] - This role is currently in development. When available, Admins will have broad permissions to manage the day-to-day operations of your coaching business. They will be able to create groups and clients, view all clients and groups, manage requests, view inactive clients, and edit content in the organization. However, Admins will not be able to access billing or subscription management, which will remain exclusively with the Owner.
Coach - Coaches have focused, limited access designed for working directly with assigned clients. A Coach can only view clients within the specific groups they have been assigned to. They can view and edit content within their assigned groups but cannot create new groups or clients, view requests, or access inactive clients. This role is ideal for team members who need to focus solely on coaching their designated clients without administrative responsibilities.
Important
Before adding team members, ensure you have Owner permissions. Only the account Owner can add new team members and assign roles.
Adding a new team member
Follow these steps to invite a team member to your SENPRO account:
Navigate to Business Tools in the left menu
Click Settings
Click Manage Coaches
Click the button to add a new team member
Enter the team member's name and email address
Now Send Invite
The team member will receive an email invitation to join your account. They must accept the invitation before they can access any features, and by default, they will not have access to any client information until you assign them to specific groups.
Assigning roles
When you add a new Coach to your team, they will need to be assigned to specific groups before they can begin working with clients. When the Admin role becomes available in the future, Admins will automatically have access to all groups without needing manual assignments.
To assign a Coach to groups:
Go to Business Tools > Settings > Manage Coaches
Find the Coach in your team list
In the right column, click the dropdown to manage their group assignments
Select which groups this Coach should manage
Click Save
The Coach will immediately gain access to view and work with all clients within their assigned groups. Remember that Coaches can only see the groups and clients you specifically assign to them, so make sure to assign them to all relevant groups for their coaching responsibilities.
Managing your team
As the Account Owner, you maintain full oversight and control over your entire team structure. You can view all groups, all clients, and all team members regardless of their role assignments. This allows you to monitor the work being done across your coaching business while delegating specific responsibilities to your Coaches.
You can adjust Coach assignments at any time. If you need to shift a Coach's focus to different client groups, you can reassign them to new groups while removing access to their previous groups. You can also remove team members from your account entirely if they are no longer part of your coaching business.
Once the Admin role is available, you will have more flexibility in assigning permissions. Admins will have significant operational power within your account, making that role ideal for team members you trust with broad access to client information and content management. For now, the Coach role with its focused access remains the best option for team members who need to concentrate on delivering excellent coaching to specific client groups without being distracted by administrative tasks or clients outside their area.
Troubleshooting common issues
I don't see the Manage Coaches option
Only Account Owners can access team management features. If you are an Admin or Coach who has been added to someone else's account, you will not see the option to add or manage team members. Contact your Account Owner if you need assistance with team management or role assignments.
A Coach can't see their assigned groups
First, verify that the Coach has accepted their email invitation and logged into their SENPRO account. If they have logged in but still cannot see their groups, return to Business Tools > Manage Coaches and confirm that you have actually assigned them to the groups they need to access. The assignment must be completed manually after the Coach accepts their invitation.
An Admin needs to manage billing
Billing and subscription management are restricted to the Owner role only at the moment. Please contact us for further support.