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How to use Team Members in CoachNexa

Invite assistant coaches and staff into your workspace — with the right access for each role.

⏱ About 3 min · Updated 25 Sep 2026

Here is how Team Members works in CoachNexa, step by step.

  1. Open Team Members

    Click Team Members in the sidebar (owner-only, Growth plan and above). You'll see everyone in your workspace.

  2. Invite a member

    Click + Invite Member. Enter their full name and email (e.g. colleague@example.com) and send the invite.

  3. They accept and join

    The invitee receives an email to set a password and join your workspace as a team member.

  4. Set their access

    Edit a member to control what they can see and do — team members don't see owner-only pages like billing.

  5. Collaborate on clients

    Team members can work with assigned clients, log sessions and use the Team Board, so you can scale beyond just yourself.

  6. Remove a member

    When someone leaves, remove them to revoke their access immediately while preserving the work they did.

Tip: Invite a virtual assistant to handle admin (invoices, scheduling) so you focus on coaching. Tip: Use the Team Board to coordinate work across everyone in the workspace. Heads-up: Removing a team member is immediate. Reassign their clients first so nothing is left unmanaged.

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