Becoming You Support

What the enterprise hub is, a tour of the dashboard and navigation, and how coach access works.

Welcome to the Becoming You Enterprise Hub

Aaron Batchelder

New to the Becoming You Coaching Platform? Start here.

Getting Started: Enterprise Hub

The 3-step flow for adding a client: their information, optional intake details, and assigning first assessments.

Add your first client

Skip re-assigning: add the client (one at a time or by CSV), request access to their existing Values Bridge result, and view it once they approve.

Add a client who has already taken the Values Bridge

Tags, bulk selection, CSV export, and client statuses on the Clients page.

Organizing your client list

The hub for each client: profile details, the Assessments, Intake, and Notes tabs, exporting, and archiving.

The client profile

Enterprise Hub: Managing Clients

The invitation email, the Values Bridge unlock code, and why your client should use the same email address.

What your client receives

The two ways to assign, the review-and-confirm flow, and how billing for paid assessments works.

Assigning assessments

What's available now (the Values Bridge) and what's coming soon.

The assessment library

Assessment statuses, the Dashboard, per-assessment rollups, and reviewing results with clients.

Tracking your clients' progress

Assigning, tracking, and understanding assessments.

Enterprise Hub: Assessments

How one-time login codes work, step-by-step login, and switching between the Coach and Personal platforms.

Logging in (no password needed)

Updating your profile, how login works, the billing portal, and how assessment billing rolls up.

Settings and billing

Managing your profile, login, and billing.

Enterprise Hub: Account & Billing

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Getting Started: Enterprise Hub

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