How do I set a coach's Primary Coach Load?

Learn how to assign a primary coach for your teachers.

Please note: this article is primarily for users with an Assistant Admin role and above.

Depending on your permission level, you may be able to assign teachers to a primary coach. Many dashboards allow coaches to filter by Primary Coach Load so that they can easily view the teachers they directly support.

To set a coach's caseload and set them as primary coach for a teacher (or group of teachers), start by finding the coach's profile by using the magnifying glass in the top-right corner, then type and select a name.

Once on their profile, click the View/Edit button.

Scroll to the bottom of the page to find Primary Coach Load. Click Add and then select users from the dropdown list who should be on this coach's primary caseload. Click Confirm to save. 

Note: This does not give the coach access to these users if they didn't previously have access to them. If someone is missing from the list, that means this coach does not have access to that user yet.

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