Coaches vs. Organization Views

Creation Date: August 8, 2023 Created By: Bryce Murray

Depending on your role, you'll see different tools and options. Here, we'll give you a quick rundown of the two main user types: Coaches and Organization-Level Users.

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Coaches View

What Coaches Can Do:

1. See Two Views: Coaches can check out both their own view and what organization users see.

2. Make New Organizations: Coaches can set up new organizations.

3. See All Respondents: Coaches can look at all respondents across different organizations.

To invite respondents, coaches need to switch to the organization view.

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Organization View

What Organization Users Can Do:

1. Work with Projects: Users here can create and manage projects. When they make a project, they get a special link. When people use this link to take the assessment, they're added to that project.

2. Move Respondents: Users can shift respondents between different projects.

3. Generate Team Reports: On the project page, a team report can be generated with the respondents of that project.

4. Get Two Reports: For every respondent, two types of reports come out:

   • Coach's Report: A more detailed report.

   • Respondent Report: A report focused on the respondent's answers.

5. Add Team Members: Users can invite other team members to join them.

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As you read on, you'll find more details on how to use all these tools and features. Whether you're a coach or someone managing projects and people in an organization, Habit Story has got you covered!