Manage your Account Settings - For Enterprise

Updated Nov. 23, 2023 by Support

This guide will help you get your enterprise account in line with your company's branding, understand Authorized User Accounts, configure navigation access, and update your billing and resources based on your needs.

After logging in with your enterprise account, go to Enterprise Settings.

 

General Settings

This page is where the currently logged in user can change their name and account password, and also where the list of Authorized User Access list can be found.

Authorized Users - are the users that can access your enterprise account, it can be an admin or a colleague working on your company, or a stakeholder from another company that your coaching company is currently coaching. Authorized users have different permission types - Read, Edit, and Full.

Manage your Account Settings - For Enterprise

Understanding Permission Types:
  1. Read (Read-Only) - Read-only permission is usually given to stakeholders, CEO, HR from another company/organization, that your coaching company is currently coaching or working with. This permission strictly limits the user to read/view records of the coachees that are under their organization for monitoring purposes.
  2. Edit - Can access edit all data/records on the enterprise account, but they won't be able to access administrative settings, like adding a new Authorized User, Manage Billing Information, etc.
  3. Full - Has full access to the account, can access the same as the owner of the enterprise account.
To add an authorized user:
  • Click the "New" button aligned to the Authorized User Access header
  • Fill up the form fields with the user's name, email address and permission type
  • After submitting, an invitation will be automatically sent to the person's email address
  • You can resend the invitation to the person by clicking the "Resend Invitation" button
  • Assign read-only users to their organization.

 

 

Company Information & Branding (Logo & Color Scheme)

Update your company's information and branding for users, coaches, and coachees to easily identify your company.

Manage your Account Settings - For Enterprise
Tips for Color Scheme:
  • As much as possible, avoid using one color value for both Primary and Secondary fields.
  • If possible check some of your account pages to ensure that the color scheme contrast with another.

 

Navigation Menu

This setting allows you to configure which navigation menu items will be available for Read-only Authorized Users (Stakeholders, CEO, HR, etc.) and Coachee accounts connected to your enterprise account.

Manage your Account Settings - For Enterprise

 

Billing

This page is where you can manage coach seats, display your next scheduled billing payment, and also see your payment history on Coaching Loft.

Managing Coach Seats
  • If you add a coach seat during the trial period, your account won't be charged but instead, the total computed amount based on coach seat count will be billed after your trial period expires.
  • If you add a coach seat after the trial period, your account will be charged right after you submit the changes. The immediate charge will be computed based on the number of remaining days of your next billing payment, the new total computed amount based on the coach seat count will be billed on your next scheduled billing payment.
  • Removing 1 coach seat, on the other hand, will deduct $95 on your total monthly billing amount. This procedure is undoable - after you submitted the form, you won't be able to get back the seat that was recently deducted to your account.

 

 

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