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Collaborating with Admins and Other Coaches

Whether you work as part of a team of other coaches (complete with other administrative staff helping to manage the details) or just want to enable your VA to handle odds and ends, Team Edition enables a high degree of power and flexibility when it comes to collaboration.

In this webinar we cover real world scenarios of effective delegation and coordination among team members, and the ins and outs of configuring things so that everyone's got just the right level of access.

Highlights:
  • 02:21 - The Case for CA as a Hub for Collaboration
  • 07:34 - How to Configure: Pairing and Permissions
  • 10:09 - Mapping out Team Roles
  • 14:09 - Defining Roles by Setting Permissions
  • 22:06 - Other Odds and Ends
  • 26:41 - A Case Study in Coaching a (Client) Manager
  • 32:35 - Managing your Team of Coaches






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