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Managing Roles and Access

Proper role setup ensures employees get the right experience - and managers have access to their teams’ results.

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Written by Product
Updated yesterday

Each role in Develop comes with specific visibility and permissions designed to keep data secure and collaboration simple. Use this guide to understand what each role can access, how to manage assignments, and how to maintain accurate team connections across your organization.


Roles Overview

Roles in Develop define what level of access and control a user has in the platform. There are two primary roles: Admin and Coach.

Admin

  • Has full platform access

  • Can add, edit, or deactivate users

  • Can add, edit, or deactivate employees

  • Can change managers and direct reports

  • Manages roles, team assignments, and report visibility

  • Oversees engagement and rollout across the organization

Coach

  • Added manually by an Admin

  • Can only view results that are explicitly shared with them

  • Typically used for facilitators, HR partners, or external coaches


How to Add a new Admin or Coach User

  • Go to the Admin Management tab

  • Select Add User

  • Enter the email address and choose the appropriate role

  • Allow billing access if you want this user to be able to view and manage subscriptions and invoices

  • User will receive an email asking them to register and set up their password

Note: If this email address is already a user on your Select account, they will just need to accept to use same credentials for both product accounts.


How to Assign or Change Roles

  • Go to the Admin Management tab

  • Select the individual user

  • Click Edit or Delete

  • Save your changes


Tips for Accuracy

  • Review user roles before launch to ensure proper access

  • Update roles promptly if someone’s responsibilities change or leaves the organization

  • Only Admins can assign or edit roles

Note: Only Admins can change roles and reassign teams. No other users types or roles are able to control these settings.

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