Managing organizations in the coaching center - theliberators/columinity.docs GitHub Wiki

This step-by-step guide explains how to manage teams and snapshots across multiple Teams Dashboards with the Coaching Center. You can try a read-only Demo Coaching Center here

Who is this guide for?

  • Subscribers to one of our "Enterprise"-plan, which provides access to the Coaching Center.

1. Access Coaching Center

  1. Go to https://coachingcenter.columinity.com and log in with your account.
  2. Select the relevant one if you have access to multiple Coaching Centers.

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2. Understanding the Coaching Center

The Coaching Center is a hub for one or more Teams Dashboards, each with its own set of teams. The Teams Dashboard is optimized for up to 50 teams. If your organization has many more teams, it is helpful to break this down into multiple Teams Dashboards. Similarly, consulting agencies that use Columinity with their clients typically create one Teams Dashboard per client to organize teams, analyze results, and identify consulting opportunities.

The Coaching Center allows you to:

  • Manage Teams Dashboards (or "Organizations").
  • Access the Teams Dashboards and manage their underlying teams and snapshots.
  • Analyze patterns and trends across Teams Dashboards.
  • Consult a library of helpful workshops to support and drive improvement across many teams.
  • Manage coaches with access to the Teams Dashboards.
  • You can apply your company branding to the Coaching Center and underlying Teams Dashboards.
  • Export data for further analyses in your tooling (i.e., PowerBI, SPSS, or Excel).

Switching between scientific models

Columinity allows teams to apply multiple scientific models to their work, each bringing a unique perspective. The results in the Coaching Center are filtered by one model at a time to keep things simple. You can toggle between models with this selector in the header, which effectively filters the results by the selected model.

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3. Viewing Teams Dashboards

  1. Click "Orgs" in the sidebar to view the Teams Dashboards.
  2. For each Teams Dashboard, we show:
    • The name of the organization.
    • The coaches who have access to it. A coach with a crown icon is an administrator.
    • If the label "External subscription" is shown, the organization has its own paid "Professional" plan for Columinity and has given you access to it through your Coaching Center. This applies some limits on what you can change.
    • A summary of scores on the core factors for the current period (typically the past 3 months).
    • A summary of the number of teams, actions, and help requests per organization.
    • The there dots allow you to edit or delete an organization if you are an administrator in the Coaching Center.
    • Click the arrow on the right of each organization to go to their Teams Dashboard.

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4. Adding a Teams Dashboard/organization

  1. Click "Orgs" in the sidebar.
  2. Click "New organization".
  3. In the form, provide a name for the new organization.
  4. Add an email address on which the organization can be contacted.
  5. Provide a limit to the number of teams created in this Teams Dashboard. This field effectively assigns team licenses from your "Enterprise"-plan to this Teams Dashboard. So, if you are licensed for 100 teams, you can assign up to 100 teams to this Teams Dashboard. If you have no more teams available, you can either decrease the number of team licenses assigned to other Teams Dashboard or extend your license volume.
  6. You can onboard the organization yourself or let Columinity do it. If Columinity does it, we will send a welcome email to the field provided at step 4 and create an administrative dashboard account for that email address. If you decide to onboard yourself, you can manually create administrative accounts in the new Teams Dashboard or skip this step if people from that organization won't log in.
  7. Click "Save" to complete. The Teams Dashboard will now appear in the list.

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5. Editing a Teams Dashboard

  1. Click "Orgs" in the sidebar.
  2. Locate the Teams Dashboard you want to remove.
  3. Click the three dots on the right of the dashboard.
  4. Click "Edit". This option is unavailable for "External subscriptions" or when you don't have administrative permissions.
  5. Edit the properties you want to edit and click "Save".

6. Removing a Teams Dashboard

  1. Click "Orgs" in the sidebar.
  2. Locate the Teams Dashboard you want to remove.
  3. Click the three dots on the right of the dashboard.
  4. Click "Remove". This option is unavailable when you don't have administrative permissions.
  5. Confirm removal or cancel.

The removal of a Teams Dashboard removes the dashboard and any associated dashboard accounts. The teams in the Teams Dashboard revert to the "Free"-plan, and their data won't be lost. Teams can continue using Columinity, repeat surveys, and so on. Any previous Team Reports will remain accessible to them, although details are hidden 14 days after the Team Report was issued. If a new paid plan is acquired, these teams can be re-linked. Consult this guide how to do this.

Next steps