Account Manager
(Coach Level)
Embedded Files
In the Account Manager, you can
In the Account Manager, you can
Add individual student or staff accounts to ECoach
Add student or staff accounts to ECoach in bulk — with a manual upload or by connecting to a Learning Management System
Edit and unenroll accounts from ECoach
Search, sort, and filter your list of accounts
Adding a student account
Adding a student account
Enter the first and last name and email address for the account.
To unenroll a student
To unenroll a student
From the Account Manager page, click the "Edit account" pencil icon at the end of the student's row in the list.
Change their "Permission level" to "Unenroll" or click the "Unenroll from Coach" button in the top right corner.
Adding a staff account
Adding a staff account
Enter the first and last name and email address for the account.
Assign a permission level:
Coach Admin: Can add and edit content, add accounts, download data, and access all pages in the dashboard for this coach.
Coach Assistant: Can view and test, but not edit, bulletins, emails, surveys, and texts for this coach and can access (but not edit) the Coach Details and Analytics pages in the dashboard for this coach.
Student: If you want to allow someone to see what students see but not have access to the coach dashboard.
Unenroll: Remove administrative privileges so that the person can no longer access the dashboard or the student pages for this coach.
Uploading an account list
Uploading an account list
Add student accounts in bulk by uploading a .csv file to ECoach.
You can download a template. Or if you want to create your own, make sure you include the following column headers:
email
first_name
last_name
CAUTION: Clicking the "Send Email Invitations" button will email your entire class.
CAUTION: Clicking the "Send Email Invitations" button will email your entire class.
Make sure this is what you want to do!
If you don't want to email your whole class, copy the link to your ECoach instance in the upper right corner and send it to whoever you want however you want (email, Canvas, etc.).
Tips!
Tips!
While you can filter by any level on this page, you can only add coach-level accounts.
To add other account types, go to the Account Manager your institution dashboard.
What the levels mean
What the levels mean
ECoach Admin: Can add and edit content, add accounts, download data, and access all pages across all ECoach institutions.
Institution Manager: Can add and edit content, add accounts, download data, and access all pages in a single institution and all coaches in that institution.
Student: Can access the student homepage at the institution level and the student view of the coaches they're enrolled in.
Active in ECoach: Limits your list to users (students or admins) who have active accounts in ECoach.
Institution Data Steward: Has direct view access to the data in selected database tables. This level is typically granted to only a few people at each institution.
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