Need to add or remove Coaches or Coachees, or update someone’s admin role? You’re in the right place to manage access, role capabilities, and user information.
There are a few ways to edit user roles, depending on which role you are editing.
(a) Coach and Coachee permissions
If you are a Coachee who needs Coach access to the platform, you can raise an exception request with your Functional Unit Manager’s permission. To do so, just reach out to the Digital Lab Support team by sending an email to digital.support@tdcx.com.
If you are a Coach who needs to grant administrative access, you will also need to contact the Digital Lab Support team by emailing digital.support@tdcx.com with approval from both your Project Lead (Senior Manager and above) and the FLASH Coach POC of your country.
(b) Adding a Coach for a Coachee (through Coachee’s profile)
If you're a Coordinator, FUM, or COE, this section is for you.
1. On your User Management page, select the Coachee’s Functional Unit. To make your search easier, use the drop-down menu. This will display everyone in the Functional Units you have access to.
2. Then, go to the relevant Coachee’s profile and select the pencil button.
3. Select 'Coach' and choose from the dropdown of Coaches available.
4. Once you’ve confirmed the Coach, select the 'Add' button.
5. You should be able to see the Coach already added to the user. If you change your mind, click the trash icon beside the Coach’s name and start over.
6. Remember to ‘Save Changes’ when you’re done.
(c) Adding a Coach for a Coachee (through Coach’s profile)
If you're a Coordinator, FUM, or COE, this section is for you.
1. On the User Management page, find the Coach’s Functional Unit. To make your search easier, use the drop-down menu. This will display everyone in the Functional Units you have access to.
2. Then, go to the relevant Coach’s profile and select the pencil button.
3. Navigate to ‘Functional Unit’ and locate ‘Manage Coachee’. Identify the Coachee you would like to add by entering their name or employee ID, then click ‘Add’.
4. You should be able to see the Coachee already added to the Coach. If you change your mind, click the trash icon beside the Coachee’s name and start over. Remember to ‘Save Changes’ when you’re done.
(d) Adding a Coach for a Coach
If you're a Coordinator, FUM, or COE, this section is for you.
1. On the User Management page, find the supervising Coach’s Functional Unit. To make your search easier, use the drop-down menu. This will display everyone in the Functional Units you have access to.
2. Then, go to the relevant Coach’s profile and select the pencil button.
3. Navigate to ‘Functional Unit’ and locate ‘Manage Coachee’. Tick the ‘Add Coach’ checkbox. Identify the Coach (as Coachee to the supervising Coach) you would like to add by entering their name or employee ID, then click ‘Add’. Repeat if the supervising Coach has more than one coach working with them.
4. The Coach (as Coachee) should now appear in the list. If you change your mind, click the trash icon beside the Coach’s name and start over. When you’re done, select ‘Save Changes’.
(e) Changing admin roles
If you're a COE, this section is for you.
1. On your User Management page, select the user’s Functional Unit. To make your search easier, use the drop-down menu. This will display everyone in the Functional Units you have access to.
2. Then, go to the user’s profile and select the pencil button.
3. Go to ‘Admin Role’, choose the user’s new role, then save your changes.