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Reviewing Coach Submissions and Approval Process

Goal: To review the documents your coaches have uploaded and officially approve them so they can start working.

Updated over a week ago
  1. Go to Settings: In your NRICH dashboard, click on Coach in the left-hand menu. This shows you a list of all your coaching applicants.

  2. Find a New Applicant: Look for a name with a green Review button next to it (this means they’ve finished uploading their files).

  3. Review the Documents: Click the Review button. A panel will open on the right. You can click on each file (like a W-9 or Background Check) to view it and make sure everything is correct.

  4. Approve: If everything looks good, click the Approve button at the bottom of the panel.

  5. Final Check: Once approved, the coach’s status will change to "Active." You can now find them in your main Business Users list under the "Coaches" tab.

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