How to create relationship with an Associate
Once both entity and participant have accepted the association, you as the admin can then create a relationship, to then be able to view/ manage the associates profile.
Note: some views will differ slightly depending if you are creating a relationship with an Accredited Coach
1) Navigate to your entity's Admin Home, and the right hand menu, click on Associate
2) Click on the associate you wish to view
3) Click on Create Relationship
4) The system will ask to confirm the creation of the relationship with the associate. Click Create Relationship to continue
5) You can now perform administrative tasks for this associate.
For an Accredited Coach View
For all other Associates View
Navigating back to the Associates dashboard will also show you an overview your associates
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