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How can a Coach Manager manage their coaches?

The My Coaches section is a powerful tool designed to help Coach Managers easily monitor and manage all their assigned coaches within the Fidelis platform. It provides detailed insights, search filters, and bulk actions to streamline oversight and coordination.


πŸ”Ž Key Features

πŸ“Š Count of Coaches

  • Displays the total number of coaches under the Coach Manager.

πŸ” Reactive & Proactive Tabs

  • Toggle between views to focus on ongoing needs (Reactive) or long-term engagement (Proactive).

πŸ” Search Functionality

  • Use the keyword search to quickly locate specific coaches.


🧰 Bulk Actions Available

  • πŸ“¬ Send a bulk message

  • πŸ“₯ Download user reports

  • ⭐ Make bulk recommendations

βœ… Use checkboxes to select one or more coaches and perform bulk actions with ease.


πŸ“Œ Sortable Columns

  • All table columns are sortable (ascending/descending), allowing organization by name, student count, or other key metrics.


πŸ“‡ Coach Nametile Details

Each coach displays a "nametile" that includes:

  • πŸ§‘ Coach Name

  • πŸ‘₯ Count of Assigned Students – Clickable to view the student list under that coach

🚫 Unassigned Students

  • A dedicated row shows students not yet assigned to any coach.

  • Click this row to view and manage unassigned students.


✨ Example Use Cases

  • Need to message all coaches about an upcoming campaign? β†’ Use bulk message

  • Want to check how many students Coach A has? β†’ Click the student count in their nametile


🧠 Tip

Use bulk actions to streamline communication and interventions across multiple coaching assignments. The My Coaches view is ideal for high-level monitoring and quick drill-downs into performance and support gaps.

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