• Roles and permissions

  Team roles and permissions Here’s how team roles work in Apotheo: Owner The owner is the first coach in the account. They have their Stripe account connected to Apotheo, all payments are processed through their Stripe account, and they have access to all functionality in Apotheo. Owners are able to impersonate the other coaches to view their client data and any communication with their clients Admin Admins have most of the permissions of the owner. They can log in as other coachFew readers

• Adding a coach

  Adding a coach You can add team members under Settings Manage Coaches. Click Add Coach to add a new team member. Coach information New coaches receive a one-time link that lets them log in and set a password. Permissions Additional coaches have limited permissions. They are not able to change global settings, or log in as other coaches.Few readers

• Removing a coach

  Removing a coach You can remove team members under Settings Manage Coaches. Click the Block icon to disable their account. Disabling a coaches account transfers their clients to the owner. Removing a coachFew readers