Admin and Coach

Every active member is an Admin or a Coach. The team table shows Coach as Recruiter. Permissions follow the Coach role, not that label.

Permission matrix

Action	Admin	Coach
Open the portal, team list, and analytics	Yes	Yes
Edit branding (logo, colors, signature) and non-secret email display	Yes	Yes
Save SMTP passwords, OAuth tokens, or compliance mail settings	Yes	No
Manage any candidate in the organization	Yes	No
Manage a candidate they created or are assigned to	Yes	Yes
Manage any client	Yes	No
Manage a client they own	Yes	Yes
Export a candidate or pipeline row	Any row in the organization	Rows they created, are assigned to, or (for pipeline) sent

Client ownership defaults to the member who onboarded the client. An admin can manage it regardless of owner.

A coach who is not the assignee and did not create the candidate cannot change that candidate. Assign the coach on the profile, or set assignee_email during CSV import, before you expect them to work the record.

Credentials stay with admins

Settings → Branding & email → Email is how the organization sends. The save action is limited to admins. Coaches can still update branding: the logo and the signature that appear on pitches and shared profiles.

If a coach needs a mailbox change, an admin has to save it. The test email on that tab is part of the same admin-only form.

What this page does not change

Inviting and removing members is not a role permission in the product yet. The team page tells every role to ask a Kyrolane administrator. Seat limits are part of the license, not something a coach or admin edits inside the portal. See Team and seats.