Add seats to user accounts

On the Rocky.ai platform, administrators and coaches have the flexibility to assign seats to both new and existing users, ensuring a tailored coaching experience. Here's how you can manage seat assignments:

Assigning Seats During User Invitation:

1. Navigate to the Coach Panel: Log in to your Rocky.ai account and access the Coach Panel.

2. Invite New Users: Within the "Manage Users" section, click on the "Invite New User" button.

3. Enter User Details:

   • Email: Input the user's correct email address.
   • Name: Provide the user's full name.
   • Team Assignment: Assign the user to the appropriate team.
   • User Role: Select the correct role for the user:
     • Administrator: Can add Administrators, Coaches, and Coachees.
     • Coach: Can add Coachees and manage their assigned teams.
     • Coachee: Focuses solely on their assigned coaching experience.

4. Assign Seat: During this process, you can directly assign a seat to the new user, ensuring they have immediate access upon acceptance of the invitation.

 

Assigning Seats to Existing Users:

1. Access User Account: In the Users Panel, navigate to the relevant "Group and Team".

2. Select the User: Locate and select the existing user to whom you wish to assign a seat.

3. Assign Seat:

   • Once a user us selected: Click on the "Subscription" button associated with the user.
   • Allocate an available seat to the user, granting them access to the platform's features.

 

Additional Considerations:

• Seat Availability: Ensure you have sufficient seats available in your subscription plan. If necessary, additional seats can be purchased to accommodate more users.

   

• User Roles and Permissions: Assigning the correct role to each user is crucial, as it determines their access level and capabilities within the platform.

By following these steps, you can effectively manage seat assignments on the Rocky.ai platform, providing a customized and efficient coaching environment for your team.