How do I invite another coach and choose permissions?
Give each teammate their own access and only the permissions their work requires.
Open in CoachSheetsBefore you start
Sign in to the correct coaching workspace. You need permission to manage this area.
Step by step
Open Settings → Team.
Use the invitation controls to enter the teammate’s email and role.
Review the available permissions before sending the invitation.
After they accept, check their membership and adjust permissions if needed.
How you know it worked
The teammate uses their own account within the shared workspace.
If something looks different
If invitation controls are missing, ask the workspace owner to manage membership.
How do I protect my account and client links?
Account two-factor authentication and client link verification protect different entry points.