CMWCF learner journey — how MZM access tracks the course¶
A CMWCF learner's MyZone Mindset access changes automatically as they move through the (physical, in-person) course and decide on IAPCF membership. You control it entirely from IAPCF — there's nothing to click in MZM.
The journey¶
| Stage | MZM access | What the learner sees |
|---|---|---|
| Before the course | Coachee (learner) | Coachee dashboard — assignments, check-ins, reports. |
| During the course + the following week (start → end + 7 days) | Coachee + practice-sandbox coach | Coach tools, in Practice mode — they can only work with sample coachees (auto-created). An amber "Practice mode" banner explains it. |
| After that | Decided by their IAPCF tier ↓ | |
| → joins as Associate+ | Coachee + full coach | Full coach tools, real coachees. |
| → joins as Affiliate | Coachee only | Practice/coach tools removed. |
| → doesn't join | Coachee for 1 month, then access ends | Keeps the learner experience for a month, then the account deactivates. |
The post-course decision (Affiliate / Associate) comes straight from their IAPCF tier — nothing to do on the MZM side.
Why a week after the course? A 3-day course leaves little time to actually use the coach tools (and learners are wiped by the time they get home), so practice mode stays open for 7 days past the course end date. To change that length, it's a one-line config (
PRACTICE_EXTENSION_DAYS).
How learners log in¶
Each learner gets a "Set Up Your Account" welcome email when you run Day 1: Create
MZM (below). They set a password from that link, then sign in at
app.myzonemindset.com with email + password. (The "Sign in with IAPCF" SSO button is
currently disabled — it needs a paid Clerk satellite-domain setup — so use email+password.)
Their tier / course-window access is applied on every login, regardless of method.
How you control it — from the IAPCF Batches page¶
iapcf.org/dashboard/admin/batches:
- Set the course window — on the cohort's batch, set Course Starts / Course Ends and Save dates. This drives the whole journey above (practice runs start → end + 7 days). Updates on each learner's next login.
- Day 1: Create MZM — bulk-creates the MZM coachee accounts for everyone in the batch and sends each a welcome email. Click the member count on the card to see who's in the batch and who's joined.
- Day 13: Promote to Coach — when you're ready to convert the cohort to real (Associate) coaches, this bulk-promotes everyone in the batch: IAPCF tier → Associate, MZM role COACHEE → COACH, with the course-type permissions.
That's it. No webhook, no per-day MZM admin work.
Notes¶
- Practice mode = sample data only. A practice-sandbox coach can't add real coachees, send invites, generate invite codes, bulk-upload, or accept connection requests — those are blocked server-side. They practise on their auto-provisioned sample coachees.
- Sample data matches the course type. A MW course gets MW sample exercises, a MT course gets MT (set by the batch's course type). The Programme Pack exercise picker likewise only shows the exercises the coach can access.
- The 1-month grace runs from the practice window end (course end + 7 days) + 30 days, then the account deactivates the next time it's used.
- It's date-granular and applies on login (not minute-precise) — ideal for a multi-day course. If you edit the dates later, access re-evaluates on the learner's next login.
- Admin/Superadmin accounts are never touched by this.
Mechanism / design: docs/architecture/cmwcf-lifecycle-journey.md. IAPCF side:
iapcf-platform/docs/mzm-permission-sync.md.