Advisor Onboarding & Platform Overview

Creating Your Account

1. Once your administrator adds you to your institutional account, you'll receive an email from "The Coach Team".
2. Click "Sign Up Now" in the email. Your invite code will already be applied on the sign-up page.
3. Confirm your info, set a strong password, review the privacy policy and terms of use, then click Continue.

Completing Onboarding

1. After signing up, you'll be guided through a short onboarding (2-3 minutes).
2. Enter basic information about your role and how you plan to use Coach.

Tip: This information helps Coach surface relevant activity and module recommendations for you right away.

Navigating the Dashboard

1. The homepage consists of your Advisor dashboard, which includes:
   • Cohort engagement snapshots for a quick view of metrics like assignment status.
   • Advisor insights, such as commonly asked questions and identified skills gaps.
   • Tools to review and create cohorts and assignments.
2. Use the left sidebar menu for more detailed reporting and user management:
   • Insights and Usage Tracking for engagement and learning reports.
   • Learners to add, remove, or adjust learner accounts.
   • Activity Library to browse available activities.
   • Assignments to create and manage assignments.
3. In the lower left corner, you can access Help, Feedback, and Settings.

In Settings, you can update your account info, turn off chat memory, or review what Coach knows about you.