Dialpad - Managing Coaching Teams

Dialpad - Managing Coaching Teams

Managing Dialpad Coaching Teams

Coaching teams are used predominately for monitoring, recording access, and local presence. Most coaching team settings, including creating new teams, will be managed by tech, so this guide will just focus on managing users. 


Adding Users to a Coaching Team

Users should always be Trainee's in coaching teams, and almost always with the "Listen-In" setting toggled. A user can only be a trainee in one group at a time, so if they're already a member of another group you'll have to remove them first. To add a user to the any coaching team, head to dialpad.com, navigate to the setting pane on the left hand side, from here:

  1. Select Coaching Teams
  2. Select the desired Coaching Team
  3. Navigate to Coaches & Trainees
  4. Enter a name in the text box
  5. Designate them as a Trainee
  6. (NOT SHOWN) Enable "Listen-In"




Removing a User from a Coaching Team

To remove a user from the any coaching team, head to dialpad.com, navigate to the setting pane on the left hand side, from here:

  1. Select Coaching Teams
  2. Select the desired Coaching Team
  3. Navigate to Coaches & Trainees
  4. Find the user you're looking to remove
  5. Click "Remove" on the right hand side

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