Add a staff member

Add a coach on web or mobile and choose their role and teams.

Where: Web or mobile app, for admins

Creating a Coach

Add a coach to your organization. They get an email with a link to set their password. Words such as "coach" follow your staff label.

Steps

  1. Open the + menu and tap Coaches. This item uses your staff label, so it may show another word, like Trainers.

  2. Tap the add button (a plus sign) next to the title.

  3. On the Add Coach screen, enter First name, Last name and Email.

  4. Tap Create Coach.

The app has no role or team options. If you can see only one team, the new coach joins it. To set a role or a team, use the web.

Common questions

The coach did not get the invite email. What do I do?

Ask them to check spam first. On web, find them on the Staff tab, open the ... menu on their row, and select Edit Profile. Open the ... menu in the profile, select Send password reset, then select Send link. You can also select Set temporary password, then Set Password. The password shows on screen with a copy button, and Demotu also emails it to them. They must change it when they sign in. On mobile, open the + menu, tap Coaches, tap the person, and use Reset password or Set temp password under Account actions.

The invite link has expired.

On the expired-link page, the coach can select Email me a new link.

It says "Coach Limit Reached."

Your organization used all of its coach seats. The form says "Contact us regarding enterprise solutions for coach upgrades." Contact support to add more. Removing a coach frees a seat.

It says a coach with this email already exists.

That email is already in use on Demotu. Use a different email, or contact support.

I do not see the add button on mobile.

The button shows only for org admins and team admins. Staff admins who do not run a team add coaches on the web.

Does the new coach get an onboarding checklist?

Yes, if your organization has a checklist for new coaches.

More in Organization admin