Skip to main content

How to manage administrators using default and custom roles

administrator roles, manage administrators, default roles, configure administrator, create administrator, custom roles, admin permissions

Eduardo Stewart avatar
Written by Eduardo Stewart
Updated this week

To access your administrator list, click the vertical ellipsis (⋮) next to your administrator name (bottom left of the page), then select Administrators & Roles.
From this page, you can view, configure, and manage your administrators and their roles. Administrator roles define what each administrator can access within your account.

Administrators can access your account’s administration interface, with different permission levels depending on the role assigned.

Default Administrator Roles

There are three default administrator roles available:

  • Administrator
    Has the same permissions as the account owner, with full access to all sections of the administration interface.
    Note: Access to sensitive data (e.g., subscription invoices, payment method integrations, API keys) must be granted separately by the account’s main administrator.

  • Editor
    Can edit courses, pages, articles, and more. They can also access online support and handle your support tickets if added to your online support administrator list.

  • Coach
    Can manage comments, evaluations, and coaching requests. Coaches can also interact in communities and course sharing areas.

Note: You can also create custom administrator roles to define specific access permissions. Please refer to the following article if you wish to create your own custom administrator roles:

Administrator Profile Setup

The administrator creation form is similar to the standard user creation form. You can set the administrator’s:

  • First name

  • Last name

  • Email address

  • Password

  • Avatar

  • Description (displayed at the end of their blog posts)

  • Social media links

Administrators can edit this information later through their own profile settings.

Additional Settings When Creating or Editing an Administrator

  • Deactivate Administrator
    Check the corresponding box to temporarily or permanently deactivate the administrator (until manually reactivated).

  • Enable Email Notifications
    Enable the Receive email notifications setting, then choose which notifications the administrator will receive. If disabled, the administrator will not receive any email notifications.

Coach-Specific Settings

  • Cost per coaching session
    Set the number of credits required to book a live coaching session with the coach. The default rate is 10 credits if no custom value is set. You can assign a unique rate per coach.

  • Restricted access to members
    Enable this option to prevent the coach from:

    • Creating, editing, or deleting members

    • Viewing any member’s personal information (email, postal address, transaction records, etc.)

  • Course access
    By default, coaches can access all your courses. If needed, restrict access to specific courses only.

Did this answer your question?