Find your way around the Staff page
A map of the Staff page: tabs, list, buttons, and the row menu.
Where: Web, for admins
The Staff page is your home base for your staff, teams, and their clients. Open Admin in the left menu to reach it. This article is a map. Each part points to a deeper article by name.
The tabs at the top
Staff: your staff and teams. This is the page this article covers.
Org Reporting: reports for your whole organization. Some organizations hide it.
Settings: organization-wide options. Only org admins see it. See Customize your organization in Settings.
Consultation: packages, focuses, and consultation settings. Only org admins see it. Some organizations hide it. See Set up consultations.
Integrations: connect other tools. Org admins, staff admins, and team admins see it. See Connect your tools on the Integrations tab.
The list
The list groups people in this order:
Unassigned: people who are on no team. It shows only when there is someone on no team.
Org Admins: people with full access. Org admins see this group.
Staff Admins: people who manage staff. Org admins see this group. See Change a staff member's role.
Your teams, such as Summit Downtown. Each team shows how many coaches and clients it has.
Each row shows the person's name, their last login, their client count, and their email. Inside a team, a role tag shows Admin for a team admin or Coach. An ORG ADMIN or STAFF ADMIN badge shows next to the name of org admins and staff admins. Select the arrow on a team or group to open or close it.
Search and buttons
Search Staff: type a name. The list becomes one flat list and adds a Team column.
Search Teams: type a team name to show only matching teams.
New Coach: add a staff member. See Add a staff member.
New Team: make a team. See Create a team. Only org admins see it.
Districts: group teams into districts. See Group teams into districts. Only org admins see it. Some organizations hide it.
The upload arrow at the far right: add many staff members at once. Hover to see "Mass Upload Coaches" (it uses your staff label). See Add a staff member.
Add Coach on a team row: add coaches to that team. See Create a team. Only org admins see it.
The ... on a team row: rename or delete the team. See Create a team. Only org admins see it.
See a coach's clients
Select the arrow at the left of a coach. A Clients list opens under the row with each client's name. Select the arrow again to close it.
The row menu
Select the three dots at the right of a row to act on that person. Org admins can change a role, move the person between teams, and add or remove them from a team. Org, staff and team admins can open Evaluations, Coach Forms, Onboarding and Edit Profile. The choices depend on who you are and which row you pick. See Change a staff member's role. for what each choice does.
Common questions
Why don't I see Settings, New Team, or Districts?
Only org admins see them. Staff admins and team admins see the Staff, Org Reporting, and Integrations tabs. On the row menu, they see Evaluations, Coach Forms, Onboarding, and Edit Profile.
Why don't I see Evaluations or Coach Forms?
Evaluations shows only when you can score staff and at least one evaluation type is open to you. Some organizations also hide these and Org Reporting.
Why does it say Trainer or Staff instead of Coach?
Your organization picks the word. See Customize your organization in Settings.
Where is someone who is on no team?
They show in an Unassigned group at the top of the list. Org admins can use Add to Team... on their row menu.