Bring your team. Everyone gets the right access.
Facilitators, admins and sponsors for your programs, each seeing exactly what they should and nothing they should not.
Billing, revenue and sales stay sealed off. Only the Owner sees them.
Organization roles run the business. Program roles run the work.
Two organization roles, Owner and Admin, run the business and the platform. Program roles, Program Admin, Facilitator, Participant, Program Sponsor and Reporting Sponsor, are assigned per program, so the same person can hold different roles in different programs.
- Participants never use a team seat
- One login for everything, whatever the role
Roles appear when you need them.
Start solo and you will never see role management: smart defaults handle everything. Add your first teammate and assign a role in one click. Ten people and six programs later, the same system is still quietly doing its job. No setup day, no permissions project.
Facilitators see their programs, and only theirs.
A facilitator opens upcoach and finds the programs they run: their sessions, their channels, their participants' progress. Not your billing, not other programs, not organization settings. Need someone who also builds the program? Make them a Program Admin: the same scoped access, plus creating and editing activities and shaping the structure.
Give sponsors a window, not a login headache.
When a company pays for the program, give the stakeholder a sponsor seat: progress and reports in read-only, with no posting, no notifications and nothing to change. By renewal time they have been watching the results all along.
- Program Sponsor reads everything participants write
- Reporting Sponsor sees content and reports, never answers, journals or conversations
Fine control without an admin manual.
Every role ships with smart defaults, so there is no permissions project. Change a person's role on the spot, no re-inviting, and the admin area reshapes itself to what each role should see. Financial data stays with the Owner.
Questions, answered
Which roles exist?
Two organization roles, Owner and Admin, run the business and the platform. Program roles, Program Admin, Facilitator, Participant, Program Sponsor, and Reporting Sponsor, are assigned per program, so the same person can hold different roles in different programs.
What can a facilitator do?
Run their assigned programs: create events, post in channels, message participants, manage members and sub-groups, and follow progress. They cannot create or edit activities, that is the Program Admin role, and they never see billing or other programs.
What is a sponsor seat?
Read-only access for a stakeholder, with no ability to post or edit and no program notifications. A Program Sponsor also reads what participants write; a Reporting Sponsor sees content and reports but never participants' answers, journals or conversations. Built for corporate sponsors and decision makers.
Do participants use team seats?
No. Seats are for your team only. Participants are a separate pool and are never billed as seats.
Can one person have different roles in different programs?
Yes. Facilitator in one program, participant in another, one login for everything.
Do I re-invite someone to change their role?
No. Change the role on their existing account and it applies immediately.
Who can see billing and sales data?
The Owner. Admins run everything except billing and financial data.
Why more than admin and member?
Programs need the in-between: the facilitator who runs two of your six programs, the sponsor who watches one, the admin who manages everything except money. upcoach is built for those roles.
When does role management appear?
Only when you add people. Solo operators never see a roles screen; the defaults carry you until your team grows.
Which plans include roles?
Multi-role access (Admin, Program Admin, Facilitator, Sponsor) is included from Pro up. Starter is built for solo operators with a single seat. Participants are unlimited by role on every plan, counted only as active participants.
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Bring the team. Keep the control.
Invite your first facilitator and pick their role in one click.