Relationships

Relationships capture who coaches whom. Assigning a Coach and Coachee is more than a label: it’s what grants coaching access and powers the one-click shortcuts on the dashboard.

Setting up a relationship

You assign relationships in two places:

• On a person’s profile — set their coach (and/or the people they coach) directly.
• On the Teams page — wire up coaching connections across a team as you build out its structure.

Each relationship has two sides — Coach of and Coachee of — so the same link reads correctly from either person’s point of view.

Why relationships matter

Setting a relationship has real implications beyond organization:

• Permissions are bound to relationships. Being someone’s coach is what gives you access to coach them — to run their Meetings, record observations, and see their development. You don’t manage these grants separately; the relationship carries them (see Users & permissions for how access is determined overall).
• Dashboard shortcuts for your immediate relationships. Everyone you directly coach (or are coached by) appears on your dashboard with quick actions — start a meeting in one click and jot a quick note — so day-to-day coaching takes seconds, not clicks through menus.