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Adding or Removing Coaches as an Admin

Admins can manage all coach accounts within their organization directly from the Floreo Admin Portal. Follow the steps below to add new coaches, edit existing ones, or remove access when needed.

Step 1: Sign In

  1. Go to portal.floreovr.com.

  2. Log in using your Admin credentials.

💡 Tip: If you’ve forgotten your password, click “Forgot Password” on the login screen to reset it.

 

Step 2: Open the Coaches Page

After signing in, you’ll land on the Coaches page — this is your central dashboard for managing all coach accounts within your organization.

From here, you can view:

  • Each coach’s name, email, and account status

  • The date created or last modified

  • Any linked learner profiles or sessions (if visible to your role)

Step 3: Add a New Coach

  1. Click “Create Coach.”

  2. Fill in the required fields such as First Name, Last Name, and Email Address.

  3. Assign any optional settings (e.g., site, role, or permissions if applicable).

  4. Click “Save” to create the account.

✅ Shortcut: After creating one coach, click “Create Another” to quickly add multiple coaches without returning to the main list.

 

Once saved, the new coach will receive an email invitation to set up their password and log in.

Step 4: Granting or Revoking Admin Access to Coaches

To modify an existing coach:

 

  1. Locate the coach in the coaches list.

  2. Click the Details button to navigate to their page.

  3. Click Grant Admin or Revoke Admin as applicable.

  4. Click Grant or Revoke on the modal to apply changes.

 

 

Step 5: Remove a Coach

If a coach no longer needs access:

  1. From the Coaches page, locate the coach’s name.

  2. Click the Archive  option.

  3. Confirm the action when prompted.

⚠️ Note: Removing a coach immediately revokes their access to the Coach App, the Admin portal and any learner data they previously managed. 

 

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