Participants & Groups

Participants in upcoach cannot remove themselves from a program. Ask the program admin or facilitator to remove you.

View and manage members in your upcoach program. Roles, adding and removing members, and what happens when participants leave.

Add private notes to participant profiles in upcoach. Create rich-text notes, mention team members, and export notes to CSV.

Open a participant's profile panel in upcoach to manage their space access, view purchases, deactivate their account, and more.

Use View As to sign in as a specific participant and see upcoach exactly the way they do. Troubleshoot access, check release dates, and confirm enrollment.

Learn how to create and manage groups within your upcoach program to organize participants by team, track, or cohort.

The space-level team roles in upcoach: Program Admin, Facilitator, Program Sponsor, and Reporting Sponsor. What each can do, and when to use it.

Step down from Admin to your Program Admin or Facilitator view inside one program. How View-As-Role works and how to start and stop it.

Hide the Members list so participants, clients, or students do not see each other, and keep activity responses private.

Resend a pending invitation so a participant, client, or student can join. People who already joined sign in with a login code.