Habit Story
  • Introduction
  • Setup
    • Account Setup
  • Getting Started
    • Coaches vs. Organization Views
    • Coaches
      • Create an organization
      • Navigating between organizations
    • Organizations
      • Creating projects
      • Inviting respondents
      • Updating respondents
      • Accessing respondent reports
      • Generating team reports
      • Inviting your team
  • Features
    • Reports
      • Respondent Report
      • Coach's Report
      • Team Report
    • Software experience
      • Organizations
      • Projects
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Navigating between organizations

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Last updated 1 year ago

Creation Date: August 7, 2023 Created By: Bryce Murray

Updated: January 5, 2024 by Andrea Wood

This page is intended for Coaches

Coaches have access to create and manage multiple Organizations. See below for how to navigate between Coach's view and Organization view.

1. From the Organizations page, you can see all of the Organizations under your Coach's environment.

This is a Coach's view.

2. By clicking on an Organization's name (e.g. "Demo Loom"), your account will be updated to the selected Organization's dashboard view. A pop out side menu will also appear to navigate to the Projects and Respondents pages within the selected Organization.

Once you select an Organization, you'll be redirected to that Organization's dashboard (image below).

3. To update the selected Organization, simply select Organizations from the main menu to see the full list and choose a new one.

In summary, Coaches are able to navigate between and perform functions within the Organizations in their environment. See the next section for details on how to navigate the functionality within each Organization.

The pop-out sub-navigation menu will only appear when a specific Organization is selected. It will automatically close when Organizations is selected from the main menu.