🚀 E-Coach Setup & Configuration
Successfully set up and configure your instance
Your E-Coach instance is fully set up and preconfigured by us. This guide leads you through the first important steps after the handover and shows you which configurations are necessary before going live.
⏱️ Estimated time: approx. 30-45 minutes
1️⃣ Superadmin & User Management
Superadmin Role
The superadmin designated by you is already stored in your instance. This role has the highest permissions and can assign all further roles and permissions.
⚠️ Important:
There must always be at least one superadmin created in the system. Therefore, plan for at least two people to have this role from the start.
Creating Users
You have two options for loading users into the system:
📥 CSV Import (recommended)
Load multiple users into the system at once using CSV file import. Ideal for larger teams or initial setup.
✍️ Manual Creation
Create individual users manually via the user interface. Suitable for subsequent additions.
2️⃣ Assignments for Monitoring & Coaching
📋 For users who should receive monitorings/coachings:
These users (e.g., call center agents) require two essential assignments:
→ Project assignment: Assigns the user to one or more projects
→ Group assignment: Assigns the user to one or more groups
💡 Note:
These assignments control which coaches and auditors can see and evaluate which users.
👥 For users who should conduct monitorings/coachings:
These users (coaches, auditors, managers) require special roles:
✓ "Auditor" role: Can exclusively create and conduct monitorings
✓ "Coach" role: Can create and conduct both monitorings and coachings
🎯 Tip:
Use the "Assign Permissions" function to granularly control who is allowed to create monitorings and coachings for which users or teams.
3️⃣ Configure Central Management Elements
⚙️ Required configurations before starting
These two management elements are mandatory fields when creating monitorings and must therefore be configured before starting:
1. Method
Define evaluation methods (e.g., "Live Monitoring", "Call Recording", "Chat Monitoring"). → Go to guide
Mandatory field when creating a monitoring
2. Contact Type
Define contact types (e.g., "Inbound Phone", "Email", "Chat"). → Go to guide
Mandatory field when creating a monitoring
📝 Other recommended configurations
Depending on your requirements, you should also configure the following elements:
• Evaluation categories (e.g., expertise, communication, compliance)
• Severity levels for violations or deviations
• Text modules for frequently used feedback phrases
4️⃣ Create Evaluation Form
After completing the basic configuration, you can create your first evaluation form.
An evaluation form contains:
→ The criteria and questions to be evaluated
→ The rating scale (e.g., 1-5 points, Yes/No, percentage)
→ The weighting of individual criteria
💡 Best Practice: Start with a simple evaluation form and optimize it after gaining initial practical experience. You can make adjustments at any time or create additional forms.
✅ Setup Checklist
Before going live, the following points should be completed:
☑ Superadmin access tested and, if necessary, second superadmin created
☑ All users imported or created manually
☑ Project assignments made for all relevant users
☑ Group assignments made for all relevant users
☑ Roles assigned for coaches and auditors
☑ Permissions for creating monitoring/coaching configured
☑ Methods defined (mandatory field)
☑ Contact types defined (mandatory field)
☑ At least one evaluation form created
📚 Further Articles
💬 Need support with the setup?
Our support team is happy to help you with the implementation!