Managing Teams

As an owner of a Goalify Professional plan, you will be able to manage each team that belongs to you as an owner. In this document, we will walk you through the administration of teams.

Adding a Team

Quick Step Tutorial

  1. Go to the Team menu
  2. Click the green Create a New Team button

When you first start with Goalify Professional, your first team will automatically be created for you.

If you need to create another team, go to your teams administration site, click the action button on the top right corner and choose the add team option.

Team Administration

Configure your team to match the way you work with members.

Open the teams administration site and click the Setup option for the team you want to manage.

The following settings are available:

Coaches see

Choose the team name that coaches, administrators, and other staff members will see throughout Goalify Professional.

Clients see

Choose the team name that members see in the mobile app, notifications, and other member-facing areas. This allows you to present a different name to members if needed.

Default Goal Coaching

Enable automated coaching for newly created goals. Goalify sends reminders and coaching messages based on each member's progress and activity. Disable this option if you do not want new goals to use automated coaching by default.

Default Week Setup

Define the first day of the week for newly created goals. This setting determines how weekly progress is calculated and displayed. You can still override it for individual goals during goal creation.

Language

Select the default language used for team resources, notifications, and other automatically generated content.

Default Revoke Action

Choose what should happen when a member is removed from the team. You can either archive the member and preserve their data or permanently delete both the member and all associated data. This setting serves as the default, but you can choose a different option whenever you revoke a member's access.

Member Sharing

Allow members to share goals they create themselves with the team. This makes it easier for coaches to review personal goals and provide guidance when needed.

Sharing between Teams

Quick Step Tutorial

  1. Click on the options icon
  2. Select the Copy to…
  3. Enter a new name
  4. Choose the team to copy to

Coaches with access to multiple teams which belong to the same owner account, can copy shared goals, templates and workflows from one team to another. Coaches with Team Administration permissions can copy shared goals, templates and workflows from any team to any team he or she has access to.

The copy feature can also be used to create a duplicate within the same team.

Setup and Documents

Clients and their data will not be copied with the to-be-copied resource. Only the setup and connected documents are copied.

Shared Goals

When a shared goal is copied, the newly created goal will have the same start date as the source goal. If you need to set different start date, you can convert the shared goal to a template first and then copy the template.

Deleting a Team

This action CANNOT be undone!

Removing a team CANNOT be undone. Please be extremely careful when you delete a team, since all connected data (i.e. clients, documents and goals) will also be deleted. Only the owner of a team can delete the team.

Quick Step Tutorial

  1. Go to the team's setup dashboard
  2. Choose the Delete This Team option from the Action button

To remove a team from you account, switch to the Setup dashboard of your team. From the main Action button select the Delete This Team option. This will open a confirmation window where you must reconfirm the action. Before the team is deleted, you can decide whether or not clients should retain access to their coached goals.

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