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.
Coaches View
What Coaches Can Do:
See Two Views: Coaches can check out both their own view and what organization users see.
Make New Organizations: Coaches can set up new organizations.
See All Respondents: Coaches can look at all respondents across different organizations.
To invite respondents, coaches need to switch to the organization view.
Organization View
What Organization Users Can Do:
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.
Move Respondents: Users can shift respondents between different projects.
Generate Team Reports: On the project page, a team report can be generated with the respondents of that project.
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.
Add Team Members: Users can invite other team members to join them.
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!
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