How to Add a Coach/Seat to Your Dashboard
Support Team
13 steps
2 minutes
Hubflows
HighLevel
Gmail
1
In your LifeBase Dashboard...
2
Click "Settings"
3
Click "My Staff"
4
Click "Add Employee"
5
Add the Coach's information.
Alert! The email you add here is where the invite will be sent to!
6
Then click "Next"
7
Open this dropdown menu to choose the Coach's role.
8
An Admin has 100% control of the dashboard. A User has limited use of the Dashboard based on what you give them access to.
Tip! In most cases, you will give a Coach "User" status.
9
You can modify what a new Coach has access to in this menu. Simply toggle on/off the features you want them to have access to.
Tip! We recommend leaving these all toggled ON. If you have questions send us an email to support@lifebasesolutions.com
10
Then click 'Save'.
11
As soon as you click 'Save', your Coach will receive an email that looks like this.
12
The Coach will then click the button...
13
To set their account password and access the Dashboard.
How to Add a Coach/Seat to Your Dashboard
Support Team
13 steps
2 minutes
Hubflows
HighLevel
Gmail
1
In your LifeBase Dashboard...
2
Click "Settings"
3
Click "My Staff"
4
Click "Add Employee"
5
Add the Coach's information.
Alert! The email you add here is where the invite will be sent to!
6
Then click "Next"
7
Open this dropdown menu to choose the Coach's role.
8
An Admin has 100% control of the dashboard. A User has limited use of the Dashboard based on what you give them access to.
Tip! In most cases, you will give a Coach "User" status.
9
You can modify what a new Coach has access to in this menu. Simply toggle on/off the features you want them to have access to.
Tip! We recommend leaving these all toggled ON. If you have questions send us an email to support@lifebasesolutions.com
10
Then click 'Save'.
11
As soon as you click 'Save', your Coach will receive an email that looks like this.
12
The Coach will then click the button...
13
To set their account password and access the Dashboard.
