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.

---

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

Follow these steps to manage your account details:

1. Go to Account Management

   • From the main menu, click Account Management.

   • Select Account Profile.

2. 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.

1. Navigate to User Management

   • From the main menu, click User Management.

   • Select Roles & Permissions.

2. Assign roles

   • Choose a colleague and assign them one of the available roles:

     • Administrator 

3. 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)

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

---

✅ 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:

• How to Activate Challenges

• Plans & Billing

• Reports & Analytics