Welcome to the Board OS Partner portal — your command center for coaching clients who use My Board OS.
What The Coach Portal Does
As a business coach, you get tools to:
- Enroll client organizations with a unique invite link
- Monitor client health, KPIs, meetings, and open actions
- Prepare for coaching calls with AI-generated client briefings
- Leave observations that shape your clients' AI board meetings
- Assign accountability goals with target dates
- Keep private coach notes
- Run your own business on an included personal workspace
Logging In
Go to the coach login page (separate from the subscriber login). Use the email and password provided when your partner account was created.
Navigation
- Clients — your client portfolio
- Account — profile, billing, personal workspace
- My workspace — switch to your own subscriber app (owner only)
- Help — this help center
Coach Roles
Owner
- Full access including billing, seat management, and invite code regeneration
- Can open personal workspace and upgrade its plan
Viewer
- Read-only access to client KPIs, profile, and notes
- Cannot create observations, assignments, or edit client data
Getting Setup
- Activate your platform subscription (Account → Billing)
- Share your enrollment link with clients
- Explore the dashboard and generate your first portfolio summary
- Open your personal workspace to experience the subscriber app firsthand