Introduction: Admin Portal Guide

We strongly recommend beginning with our Getting Started Guide (4 Simple Steps) below to quickly and confidently self-implement Wellness Coach.

Once you’ve completed those steps, continue with the articles on User Management, Plans & Billing, Challenges, and Reports to unlock the full potential of your admin portal.

Note for Existing Customers:

Your account details, employee eligibility, and company configurations are already securely active in our system. No re-configuration is required, and there will be no change or interruption to the Wellness Coach experience for members. Your team will continue to enjoy the platform exactly as they do today.

This transition is an exciting upgrade for you, providing a new, self-service portal designed to give admins faster, easier control over managing Wellness Coach access and team accounts!

Getting Started Guide (4 Simple Steps)

Step 1: Access & Explore the Portal

Log in at https://portal.wellnesscoach.live.
Enter your login credentials
- Type in your work email address.
- Enter your password.
- Click on "Sign In"
  You will now be redirected to your dashboard.
👍Tip: Download and sign in to the Wellness Coach app for yourself. We recommend you explore the app experience before inviting employees. Learn more here.

Step 1: Navigating the Landing Page

Follow these steps to explore everything available on your landing page:

Go to the Landing Page
From the main dashboard, click Landing Page.

Discover Download Options
On the landing page, you will see cards for all the places where you can download Wellness Coach:

App Store, Google Play Store, Microsoft Teams, Slack, Zoom, Mobile App

We highly recommend downloading Wellness Coach on all the platforms you use so you can experience the app firsthand and navigate the features before your team does.

Explore Additional Resources
Scroll to the bottom of the page to find cards that help you learn more about:

Roles & Permissions
User Management
Available Plans & Subscriptions

Step 2: Account Management

Note: This step is required for new customers only. If your organization is already a partner and you are simply transitioning to the admin portal, you may skip this step.

Follow these steps to manage your account details:

Go to Account Management
- From the main menu, click Account Management.
- Select Account Profile.
Update your details
- Enter your Company Name, Display Name, and Company Email Domains.
- Upload your Company Logo.
Contact support if you need to update your company name or email domain.

Step 3: Assign Roles & Permissions (Optional)

You can assign roles to colleagues who will help manage the portal.

Navigate to User Management
- From the main menu, click User Management.
- Select Roles & Permissions.
Assign roles
- Choose a colleague and assign them one of the available roles:
  - Administrator
Create new roles (if needed)
- Click + Create a Role to set up a custom role.

View assigned roles: Once roles are assigned, you can view them under the Administration tab.

Step 4: Add Employees (Assign Licenses)

Note for Existing Customers: If you have already configured SSO or employee eligibility, you may skip this step. This information is only for future reference should you need to add new eligible groups. Your team members currently have full access to Wellness Coach.

You can assign licenses so employees can access the Wellness Coach app.

During Free Trial: You can assign up to 25 licenses.
Paid Accounts: You can assign as many licenses as included in your plan.

How to Assign Licenses

You can assign licenses in two ways. We highly recommend using SSO/SCIM as a best practice, as it enhances security, simplifies user management, and ensures a seamless access experience.

Click on the option you prefer to learn the step-by-step instructions on how to set it up.

✅ Your Basic Admin Portal setup is now complete!

Pro Tip: Once setup is complete, activate your first challenge (Steps, Mindfulness, Hydration) to engage your team right away.

How to activate challenges

👉 Explore the rest of the core features and learn how to navigate and use them: